Carson Wealth (CWM LLC)’s Brookfield Asset Management BAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $525K | Buy |
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|
2025
Q2 | $139K | Buy |
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|
2025
Q1 | $118K | Sell |
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|
2024
Q4 | $159K | Buy |
|
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|
2024
Q3 | $117K | Buy |
|
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|
2024
Q2 | $93K | Buy |
|
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|
2024
Q1 | $92K | Buy |
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|
2023
Q4 | $82K | Buy |
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|
2023
Q3 | $65K | Buy |
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|
2023
Q2 | $43K | Buy |
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|
2023
Q1 | $33K | Buy |
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|
2022
Q4 | $14K | Buy |
|