Corient IA’s Brookfield Asset Management BAM Stock Holding History

Corient IA’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	–	Sell
2025 Q2	$803K	Hold
2025 Q1	$704K	Buy