Wealthspire Advisors (New York)’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	$204K	Buy	+3,688	New	+$204K	﹤0.01%	792
2024 Q4	–	Sell	-4,255	Closed	-$201K	–	797
2024 Q3	$201K	Buy	+4,255	New	+$201K	﹤0.01%	716