4J 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 | $6.62M | Sell |
13,621
-125
| -0.9% | -$60.7K | 4.47% | 5 |
|
|
2025
Q1 | $7.32M | Sell |
13,746
-99
| -0.7% | -$52.7K | 5.77% | 4 |
|
|
2024
Q4 | $6.28M | Sell |
13,845
-487
| -3% | -$221K | 5.08% | 5 |
|
|
2024
Q3 | $6.6M | Sell |
14,332
-131
| -0.9% | -$60.3K | 5.11% | 6 |
|
|
2024
Q2 | $5.88M | Buy |
14,463
+85
| +0.6% | +$34.6K | 4.86% | 6 |
|
|
2024
Q1 | $6.05M | Sell |
14,378
-253
| -2% | -$106K | 5.22% | 5 |
|
|
2023
Q4 | $5.22M | Sell |
14,631
-69
| -0.5% | -$24.6K | 4.77% | 5 |
|
|
2023
Q3 | $5.15M | Sell |
14,700
-102
| -0.7% | -$35.7K | 5.12% | 5 |
|
|
2023
Q2 | $5.05M | Sell |
14,802
-143
| -1% | -$48.8K | 4.9% | 5 |
|
|
2023
Q1 | $4.61M | Sell |
14,945
-59
| -0.4% | -$18.2K | 4.95% | 6 |
|
|
2022
Q4 | $4.63M | Sell |
15,004
-117
| -0.8% | -$36.1K | 5.38% | 5 |
|
|
2022
Q3 | $4.04M | Buy |
15,121
+78
| +0.5% | +$20.8K | 5.17% | 6 |
|
|
2022
Q2 | $4.11M | Buy |
15,043
+257
| +2% | +$70.2K | 5.17% | 6 |
|
|
2022
Q1 | $5.22M | Buy |
14,786
+179
| +1% | +$63.2K | 4.57% | 4 |
|
|
2021
Q4 | $4.37M | Buy |
14,607
+101
| +0.7% | +$30.2K | 3.68% | 6 |
|
|
2021
Q3 | $3.96M | Buy |
14,506
+34
| +0.2% | +$9.28K | 3.44% | 5 |
|
|
2021
Q2 | $4.02M | Sell |
14,472
-46
| -0.3% | -$12.8K | 3.51% | 5 |
|
|
2021
Q1 | $3.71M | Buy |
14,518
+141
| +1% | +$36K | 3.45% | 5 |
|
|
2020
Q4 | $3.33M | Buy |
+14,377
| New | +$3.33M | 3.21% | 5 |
|