Clifford Swan Investment Counsel’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	$318K	Hold	5,750	–	–	0.01%	256
2025 Q1	$279K	Hold	5,750	–	–	0.01%	270
2024 Q4	$312K	Hold	5,750	–	–	0.01%	264
2024 Q3	$272K	Hold	5,750	–	–	0.01%	281
2024 Q2	$219K	Hold	5,750	–	–	0.01%	292
2024 Q1	$242K	Buy	+5,750	New	+$242K	0.01%	285