49 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 | $833K | Buy |
1,715
+251
| +17% | +$122K | 0.09% | 62 |
|
|
2025
Q1 | $780K | Sell |
1,464
-262
| -15% | -$140K | 0.09% | 73 |
|
|
2024
Q4 | $782K | Buy |
1,726
+109
| +7% | +$49.4K | 0.11% | 65 |
|
|
2024
Q3 | $744K | Buy |
1,617
+81
| +5% | +$37.3K | 0.12% | 65 |
|
|
2024
Q2 | $622K | Buy |
1,536
+178
| +13% | +$72.1K | 0.12% | 72 |
|
|
2024
Q1 | $571K | Sell |
1,358
-81
| -6% | -$34K | 0.12% | 52 |
|
|
2023
Q4 | $513K | Buy |
+1,439
| New | +$513K | 0.13% | 53 |
|