Mutual Advisors’s Brookfield Asset Management BAM Stock Holding History

Mutual Advisors’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	$532K	Sell
2025 Q1	$495K	Buy
2024 Q4	$462K	Sell
2024 Q3	$499K	Sell
2024 Q2	$763K	Sell
2024 Q1	$811K	Sell
2023 Q4	$808K	Buy