Blue Zone Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.49M | Sell |
15,421
-148
| -1% | -$71.9K | 1.87% | 15 |
|
|
2025
Q1 | $8.29M | Buy |
15,569
+56
| +0.4% | +$29.8K | 2.3% | 9 |
|
|
2024
Q4 | $7.03M | Buy |
15,513
+253
| +2% | +$115K | 2.03% | 14 |
|
|
2024
Q3 | $7.02M | Buy |
15,260
+309
| +2% | +$142K | 2.19% | 12 |
|
|
2024
Q2 | $6.08M | Buy |
14,951
+660
| +5% | +$268K | 2.1% | 12 |
|
|
2024
Q1 | $6.01M | Buy |
14,291
+18
| +0.1% | +$7.57K | 2.07% | 13 |
|
|
2023
Q4 | $5.09M | Buy |
14,273
+302
| +2% | +$108K | 2.03% | 16 |
|
|
2023
Q3 | $4.89M | Buy |
13,971
+6,446
| +86% | +$2.26M | 2.15% | 17 |
|
|
2023
Q2 | $2.57M | Buy |
7,525
+67
| +0.9% | +$22.8K | 1.18% | 37 |
|
|
2023
Q1 | $2.3M | Sell |
7,458
-5
| -0.1% | -$1.54K | 1.23% | 31 |
|
|
2022
Q4 | $2.31M | Sell |
7,463
-63
| -0.8% | -$19.5K | 1.23% | 33 |
|
|
2022
Q3 | $2.01M | Sell |
7,526
-492
| -6% | -$131K | 1.04% | 37 |
|
|
2022
Q2 | $2.19M | Sell |
8,018
-172
| -2% | -$47K | 0.99% | 42 |
|
|
2022
Q1 | $2.89M | Sell |
8,190
-6
| -0.1% | -$2.12K | 1.08% | 36 |
|
|
2021
Q4 | $2.45M | Buy |
8,196
+136
| +2% | +$40.7K | 0.81% | 51 |
|
|
2021
Q3 | $2.2M | Sell |
8,060
-17
| -0.2% | -$4.64K | 0.76% | 54 |
|
|
2021
Q2 | $2.25M | Sell |
8,077
-18
| -0.2% | -$5K | 0.84% | 51 |
|
|
2021
Q1 | $2.07M | Buy |
8,095
+568
| +8% | +$145K | 0.88% | 48 |
|
|
2020
Q4 | $1.75M | Buy |
7,527
+234
| +3% | +$54.2K | 0.84% | 42 |
|
|
2020
Q3 | $1.55M | Buy |
+7,293
| New | +$1.55M | 0.88% | 34 |
|