CAWM
Capital Advisors Wealth Management’s Brookfield Asset Management BAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785K | Hold |
14,197
| – | – | 0.12% | 87 |
|
|
2025
Q1 | $688K | Hold |
14,197
| – | – | 0.12% | 82 |
|
|
2024
Q4 | $769K | Hold |
14,197
| – | – | 0.14% | 73 |
|
|
2024
Q3 | $671K | Buy |
14,197
+42
| +0.3% | +$1.99K | 0.12% | 81 |
|
|
2024
Q2 | $539K | Buy |
+14,155
| New | +$539K | 0.11% | 83 |
|