Clifford Swan Investment Counsel’s Brookfield Asset Management BAM Stock Holding History

Clifford Swan Investment Counsel’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	$327K	Hold
2025 Q2	$318K	Hold
2025 Q1	$279K	Hold
2024 Q4	$312K	Hold
2024 Q3	$272K	Hold
2024 Q2	$219K	Hold
2024 Q1	$242K	Buy