KARPAS STRATEGIES, LLC BN Holdings History

Number of Shares
717,839.00
Current Holdings Value*
$29.82 Mil
% of Portfolio
9.35%
Total Estimate Gain
$28.42 Mil
% of Total Estimate Gain
97.17%

KARPAS STRATEGIES, LLC's Brookfield Corp Holding Summary

As of 2024-06-30, KARPAS STRATEGIES, LLC held 717,839.00 shares of Brookfield Corp(BN), totaling $29.82 Mil. This investment constitutes 9.35% of their stock portfolio, and KARPAS STRATEGIES, LLC now holds 0.05% of the outstanding Brookfield Corp(BN) stock.

The initial trade took place in 2014Q1. And since then KARPAS STRATEGIES, LLC has made 21 purchases of BN, at an average price of $32.79, for a total of 891,918.00 shares. In addition, there have been 8 sales at an average price of $50.32 for 174,079.00 shares. Based on historical transaction data and BN's current price of $68.14, KARPAS STRATEGIES, LLC's estimated gain on his BN holdings is $28.42 Mil, reflecting a 97.17% gain to date.

KARPAS STRATEGIES, LLC BN ($68.14) Holding Chart

KARPAS STRATEGIES, LLC BN ($68.14) 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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