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Brookfield Asset Management shares owned by Smith, Salley & Associates

Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Smith, Salley & Associates from 13F filings

Historical chart of Smith, Salley & Associates investment in Brookfield Asset Management

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All positions including Brookfield Asset Management held by Smith, Salley & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookfield Asset Management by Smith, Salley & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.5M 114k 56.94
2025-06-30 $6.4M 116k 55.28
2025-03-31 $5.4M 112k 48.45
2024-12-31 $6.1M 112k 54.19
2024-09-30 $5.2M 111k 47.29
2024-06-30 $4.1M 108k 38.05
2024-03-31 $4.3M 102k 42.02
2023-12-31 $3.7M 93k 40.17
2023-09-30 $2.9M 88k 33.34
2023-06-30 $2.7M 83k 32.63
2023-03-31 $2.6M 80k 32.72
2022-12-31 $2.2M 76k 28.67