Brookfield Asset Management shares owned by Kathleen S. Wright Associates
Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Kathleen S. Wright Associates
from 13F filings
Historical chart of Kathleen S. Wright Associates investment in Brookfield Asset Management
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Quarterly reported holdings in Brookfield Asset Management by Kathleen S. Wright Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 28k | 56.94 |
| 2025-06-30 | $1.8M | 28k | 63.19 |
| 2025-03-31 | $1.5M | 28k | 53.73 |
| 2024-12-31 | $1.5M | 28k | 54.13 |
| 2024-09-30 | $1.3M | 28k | 47.29 |
| 2024-06-30 | $1.1M | 28k | 38.05 |
| 2024-03-31 | $1.2M | 28k | 42.02 |
| 2023-12-31 | $1.1M | 31k | 37.36 |
| 2023-09-30 | $991k | 32k | 31.21 |
| 2023-06-30 | $692k | 21k | 32.63 |
| 2023-03-31 | $1.1M | 35k | 32.72 |
| 2022-12-31 | $884k | 31k | 28.66 |
More positions owned by Kathleen S. Wright Associates
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