Blue Zone Wealth Advisors, LLC BROOKFIELD CORP Transaction History

Blue Zone Wealth Advisors, LLC

  • $461 Million
  • Q3 2025
Number of Shares
156,890
Previous 159,170 1.43%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
N/A
-2,280 Reduced 1.43%
156,890 $0
Q2 2025

Jul 24, 2025
BUY
N/A
684 Added 0.43%
159,170 $0
Q1 2025

Apr 11, 2025
BUY
N/A
12,989 Added 8.93%
158,486 $0
Q4 2024

Jan 30, 2025
BUY
N/A
1,293 Added 0.9%
145,497 $0
Q3 2024

Oct 07, 2024
SELL
N/A
-10,716 Reduced 6.92%
144,204 $0
Q2 2024

Jul 12, 2024
SELL
N/A
-7,594 Reduced 4.67%
154,920 $0
Q1 2024

Apr 17, 2024
SELL
N/A
-7,767 Reduced 4.56%
162,514 $0
Q4 2023

Jan 09, 2024
SELL
N/A
-121 Reduced 0.07%
170,281 $0
Q3 2023

Oct 13, 2023
BUY
N/A
4,770 Added 2.88%
170,402 $0
Q2 2023

Jul 24, 2023
BUY
N/A
9,975 Added 6.41%
165,632 $0
Q1 2023

Apr 20, 2023
SELL
N/A
-2,530 Reduced 1.6%
155,657 $0
Q4 2022

Jan 27, 2023
BUY
N/A
158,187 New
158,187 $0
Track This Portfolio

Track Blue Zone Wealth Advisors, LLC Portfolio

Follow Blue Zone Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Zone Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Zone Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email