Blue Zone Wealth Advisors, LLC BAM Holdings History
Blue Zone Wealth Advisors, LLC's Brookfield Asset Management Ltd Holding Summary
As of 2025-03-31, Blue Zone Wealth Advisors, LLC held 171,939.00 shares of Brookfield Asset Management Ltd(BAM), totaling $8.33 Mil. This investment constitutes 2.31% of their stock portfolio, and Blue Zone Wealth Advisors, LLC now holds 0.01% of the outstanding Brookfield Asset Management Ltd(BAM) stock.
The initial trade took place in 2023Q1. And since then Blue Zone Wealth Advisors, LLC has made 8 purchases of BAM, at an average price of $36.92, for a total of 173,086.00 shares. In addition, there have been 1 sales at an average price of $39.31 for 1,147.00 shares. Based on historical transaction data and BAM's current price of $56.75, Blue Zone Wealth Advisors, LLC's estimated gain on his BAM holdings is $3.41 Mil, reflecting a 53.41% gain to date.
Blue Zone Wealth Advisors, LLC BAM ($56.75) Holding Chart
Blue Zone Wealth Advisors, LLC BAM ($56.75) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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