Berkshire Hathaway shares owned by Blue Zone Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Blue Zone Wealth Advisors
from 13F filings
Historical chart of Blue Zone Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Blue Zone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.0M | 15k | 460.26 |
| 2024-06-30 | $6.1M | 15k | 406.80 |
| 2024-03-31 | $6.0M | 14k | 420.52 |
| 2023-12-31 | $5.1M | 14k | 356.66 |
| 2023-09-30 | $4.9M | 14k | 350.30 |
| 2023-06-30 | $2.6M | 7.5k | 341.00 |
| 2023-03-31 | $2.3M | 7.5k | 308.77 |
| 2022-12-31 | $2.3M | 7.5k | 308.90 |
| 2022-09-30 | $2.0M | 7.5k | 267.07 |
| 2022-06-30 | $2.2M | 8.0k | 273.01 |
| 2022-03-31 | $2.9M | 8.2k | 352.87 |
| 2021-12-31 | $2.5M | 8.2k | 299.05 |
| 2021-09-30 | $2.2M | 8.1k | 272.95 |
| 2021-06-30 | $2.2M | 8.1k | 277.95 |
| 2021-03-31 | $2.1M | 8.1k | 255.47 |
| 2020-12-31 | $1.7M | 7.5k | 231.83 |
| 2020-09-30 | $1.6M | 7.3k | 212.94 |