Blue Zone Wealth Advisors, LLC BRK.B Holdings History
Blue Zone Wealth Advisors, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Blue Zone Wealth Advisors, LLC held 15,569.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $8.29 Mil. This investment constitutes 2.3% of their stock portfolio, and Blue Zone Wealth Advisors, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2020Q3. And since then Blue Zone Wealth Advisors, LLC has made 12 purchases of BRK.B, at an average price of $287.06, for a total of 16,342.00 shares. In addition, there have been 7 sales at an average price of $292.44 for 773.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Blue Zone Wealth Advisors, LLC's estimated gain on his BRK.B holdings is $2.91 Mil, reflecting a 62.06% gain to date.
Blue Zone Wealth Advisors, LLC BRK.B ($473.80) Holding Chart
Blue Zone Wealth Advisors, LLC BRK.B ($473.80) 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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