Diversify Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Diversify 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 Q2	$1.4M	Buy
2025 Q1	$1.07M	Buy
2024 Q4	$895K	Buy
2024 Q3	$758K	Buy
2024 Q2	$531K	Buy