Kathleen S. Wright Associates »

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

Tip: Access up to 7 years of quarterly data

All positions including Brookfield Asset Management held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Brookfield Asset Management by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
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