Blue Zone Wealth Advisors, LLC BN Holdings History
Blue Zone Wealth Advisors, LLC's Brookfield Corp Holding Summary
As of 2025-03-31, Blue Zone Wealth Advisors, LLC held 158,486.00 shares of Brookfield Corp(BN), totaling $8.31 Mil. This investment constitutes 2.31% of their stock portfolio, and Blue Zone Wealth Advisors, LLC now holds 0.01% of the outstanding Brookfield Corp(BN) stock.
The initial trade took place in 2020Q2. And since then Blue Zone Wealth Advisors, LLC has made 14 purchases of BN, at an average price of $38.02, for a total of 193,030.00 shares. In addition, there have been 6 sales at an average price of $41.18 for 34,544.00 shares. Based on historical transaction data and BN's current price of $67.27, Blue Zone Wealth Advisors, LLC's estimated gain on his BN holdings is $4.75 Mil, reflecting a 64.67% gain to date.
Blue Zone Wealth Advisors, LLC BN ($67.27) Holding Chart
Blue Zone Wealth Advisors, LLC BN ($67.27) 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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