1776 Wealth’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 | $3.41M | Hold |
7,011
| – | – | 1.4% | 15 |
|
|
2025
Q1 | $3.73M | Buy |
7,011
+661
| +10% | +$352K | 1.72% | 12 |
|
|
2024
Q4 | $2.88M | Hold |
6,350
| – | – | 1.32% | 16 |
|
|
2024
Q3 | $2.92M | Hold |
6,350
| – | – | 1.31% | 17 |
|
|
2024
Q2 | $2.58M | Sell |
6,350
-208
| -3% | -$84.6K | 1.16% | 17 |
|
|
2024
Q1 | $2.76M | Sell |
6,558
-414
| -6% | -$174K | 1.31% | 19 |
|
|
2023
Q4 | $2.49M | Hold |
6,972
| – | – | 1.23% | 18 |
|
|
2023
Q3 | $2.44M | Hold |
6,972
| – | – | 1.29% | 18 |
|
|
2023
Q2 | $2.38M | Sell |
6,972
-100
| -1% | -$34.1K | 1.25% | 16 |
|
|
2023
Q1 | $2.18M | Hold |
7,072
| – | – | 1.31% | 16 |
|
|
2022
Q4 | $2.19M | Hold |
7,072
| – | – | 1.57% | 13 |
|
|
2022
Q3 | $1.89M | Hold |
7,072
| – | – | 1.43% | 17 |
|
|
2022
Q2 | $1.93M | Hold |
7,072
| – | – | 1.36% | 16 |
|
|
2022
Q1 | $2.5M | Hold |
7,072
| – | – | 1.44% | 14 |
|
|
2021
Q4 | $2.12M | Sell |
7,072
-500
| -7% | -$150K | 1.14% | 19 |
|
|
2021
Q3 | $2.07M | Hold |
7,572
| – | – | 1.18% | 18 |
|
|
2021
Q2 | $2.1M | Hold |
7,572
| – | – | 1.19% | 19 |
|
|
2021
Q1 | $1.93M | Hold |
7,572
| – | – | 1.22% | 19 |
|
|
2020
Q4 | $1.76M | Hold |
7,572
| – | – | 1.1% | 18 |
|
|
2020
Q3 | $1.61M | Hold |
7,572
| – | – | 1.17% | 16 |
|
|
2020
Q2 | $1.35M | Sell |
7,572
-7,538
| -50% | -$1.34M | 0.93% | 19 |
|
|
2020
Q1 | $3.08M | Buy |
15,110
+7,772
| +106% | +$1.59M | 1.3% | 14 |
|
|
2019
Q4 | $1.66M | Buy |
+7,338
| New | +$1.66M | 1.41% | 13 |
|