1858 Wealth Management’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 | $2.92M | Sell |
6,003
-185
| -3% | -$89.9K | 2.15% | 13 |
|
|
2025
Q1 | $3.3M | Sell |
6,188
-152
| -2% | -$81K | 2.79% | 8 |
|
|
2024
Q4 | $2.87M | Sell |
6,340
-59
| -0.9% | -$26.7K | 2.28% | 12 |
|
|
2024
Q3 | $2.94M | Sell |
6,399
-88
| -1% | -$40.5K | 2.42% | 8 |
|
|
2024
Q2 | $2.64M | Sell |
6,487
-1,248
| -16% | -$508K | 2.19% | 13 |
|
|
2024
Q1 | $2.76M | Hold |
7,735
| – | – | 2.62% | 8 |
|
|
2023
Q4 | $2.76M | Buy |
+7,735
| New | +$2.76M | 2.62% | 8 |
|