Private Wealth Management Group’s Brookfield Asset Management BAM Stock Holding History

Private Wealth Management Group’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	–	Sell
2025 Q3	$456	Hold
2025 Q2	$443	Hold
2025 Q1	$388	Hold
2024 Q4	$434	Hold
2024 Q3	$379	Hold
2024 Q2	$305	Hold
2024 Q1	$337	Buy