Icon Wealth Advisors’s Brookfield Asset Management BAM Stock Holding History

Icon Wealth Advisors’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	$209K	Hold
2025 Q2	$203K	Hold
2025 Q1	$178K	Buy
2024 Q4	$115K	Hold
2024 Q3	$101K	Buy