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

Evermay Wealth Management’s Portfolio BAM Stock Details BAM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.67K	Buy
2024 Q4	–	Sell
2024 Q3	$521	Hold
2024 Q2	$419	Hold
2024 Q1	$463	Hold
2023 Q4	$442	Hold
2023 Q3	$367	Hold
2023 Q2	$359	Buy