Number of Shares
69,893.00
Current Holdings Value*
$10.81 Mil
% of Portfolio
3%
Total Estimate Gain
$6.49 Mil
% of Total Estimate Gain
96.43%

Blue Zone Wealth Advisors, LLC's Alphabet Inc Holding Summary

As of 2025-03-31, Blue Zone Wealth Advisors, LLC held 69,893.00 shares of Alphabet Inc(GOOGL), totaling $10.81 Mil. This investment constitutes 3% of their stock portfolio, and Blue Zone Wealth Advisors, LLC now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2019Q4. And since then Blue Zone Wealth Advisors, LLC has made 16 purchases of GOOGL, at an average price of $92.56, for a total of 72,728.00 shares. In addition, there have been 5 sales at an average price of $138.49 for 2,835.00 shares. Based on historical transaction data and GOOGL's current price of $183.58, Blue Zone Wealth Advisors, LLC's estimated gain on his GOOGL holdings is $6.49 Mil, reflecting a 96.43% gain to date.

Blue Zone Wealth Advisors, LLC GOOGL ($183.58) Holding Chart

Blue Zone Wealth Advisors, LLC GOOGL ($183.58) 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 %

Top Ranked Articles

  • 1