Carson Wealth (CWM LLC)’s Brookfield Asset Management BAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139K | Buy |
2,514
+86
| +4% | +$4.76K | ﹤0.01% | 2448 |
|
|
2025
Q1 | $118K | Sell |
2,428
-514
| -17% | -$25K | ﹤0.01% | 2277 |
|
|
2024
Q4 | $159K | Buy |
2,942
+459
| +18% | +$24.8K | ﹤0.01% | 1976 |
|
|
2024
Q3 | $117K | Buy |
2,483
+35
| +1% | +$1.65K | ﹤0.01% | 2102 |
|
|
2024
Q2 | $93K | Buy |
2,448
+267
| +12% | +$10.1K | ﹤0.01% | 2010 |
|
|
2024
Q1 | $92K | Buy |
2,181
+129
| +6% | +$5.44K | ﹤0.01% | 1922 |
|
|
2023
Q4 | $82K | Buy |
2,052
+93
| +5% | +$3.72K | ﹤0.01% | 1868 |
|
|
2023
Q3 | $65K | Buy |
1,959
+640
| +49% | +$21.2K | ﹤0.01% | 1906 |
|
|
2023
Q2 | $43K | Buy |
1,319
+298
| +29% | +$9.72K | ﹤0.01% | 2083 |
|
|
2023
Q1 | $33K | Buy |
1,021
+530
| +108% | +$17.1K | ﹤0.01% | 2138 |
|
|
2022
Q4 | $14K | Buy |
+491
| New | +$14K | ﹤0.01% | 2593 |
|