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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$383K	Sell	6,931 -1,072	-13%	-$59.3K	﹤0.01%	827
2025 Q1	$388K	Buy	8,003 +3,316	+71%	+$161K	﹤0.01%	839
2024 Q4	$254K	Sell	4,687 -1,100	-19%	-$59.6K	﹤0.01%	865
2024 Q3	$274K	Buy	5,787 +29	+0.5%	+$1.37K	﹤0.01%	780
2024 Q2	$219K	Buy	+5,758	New	+$219K	﹤0.01%	809