Brookfield Asset Management shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Brookfield Asset Management
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Quarterly reported holdings in Brookfield Asset Management by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 19k | 56.94 |
| 2025-06-30 | $1.0M | 19k | 55.28 |
| 2025-03-31 | $887k | 18k | 48.45 |
| 2024-12-31 | $951k | 18k | 54.19 |
| 2024-09-30 | $830k | 18k | 47.29 |
| 2024-06-30 | $625k | 16k | 38.05 |
| 2024-03-31 | $713k | 17k | 42.02 |
| 2023-09-30 | $566k | 17k | 33.34 |
| 2023-06-30 | $958k | 29k | 32.63 |
| 2023-03-31 | $1.3M | 40k | 32.72 |
| 2022-12-31 | $1.2M | 43k | 28.67 |
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