Cary Street Partners Investment Advisory’s Brookfield Asset Management BAM Stock Holding History

Cary Street Partners Investment Advisory’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 Q2	$308K	Buy
2025 Q1	$268K	Sell
2024 Q4	$316K	Sell
2024 Q3	$288K	Sell
2024 Q2	$232K	Buy
2023 Q4	–	Sell
2023 Q3	$50.2K	Sell
2023 Q2	$86.6K	Buy
2023 Q1	$78.3K	Sell
2022 Q4	$71.4K	Buy