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

HB 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 Q3	$486K	Buy
2025 Q2	$383K	Sell
2025 Q1	$388K	Buy
2024 Q4	$254K	Sell
2024 Q3	$274K	Buy
2024 Q2	$219K	Buy