Capital Advisors Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Capital Advisors Wealth Management’s Portfolio BAM Stock Details BAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$808K	Hold
2025 Q2	$785K	Hold
2025 Q1	$688K	Hold
2024 Q4	$769K	Hold
2024 Q3	$671K	Buy
2024 Q2	$539K	Buy