9258 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.74M | Sell |
3,776
-23
| -0.6% | -$10.6K | 0.26% | 80 |
|
|
2024
Q2 | $1.55M | Buy |
3,799
+25
| +0.7% | +$10.2K | 0.24% | 85 |
|
|
2024
Q1 | $1.59M | Sell |
3,774
-600
| -14% | -$252K | 0.25% | 82 |
|
|
2023
Q4 | $1.56M | Buy |
4,374
+504
| +13% | +$180K | 0.27% | 76 |
|
|
2023
Q3 | $1.36M | Buy |
3,870
+108
| +3% | +$37.8K | 0.26% | 75 |
|
|
2023
Q2 | $1.28M | Buy |
3,762
+215
| +6% | +$73.3K | 0.24% | 82 |
|
|
2023
Q1 | $1.1M | Buy |
3,547
+3
| +0.1% | +$926 | 0.22% | 93 |
|
|
2022
Q4 | $1.09M | Buy |
3,544
+219
| +7% | +$67.6K | 0.24% | 89 |
|
|
2022
Q3 | $888K | Buy |
3,325
+200
| +6% | +$53.4K | 0.23% | 99 |
|
|
2022
Q2 | $853K | Sell |
3,125
-74
| -2% | -$20.2K | 0.22% | 108 |
|
|
2022
Q1 | $1.13M | Buy |
3,199
+16
| +0.5% | +$5.65K | 0.26% | 85 |
|
|
2021
Q4 | $952K | Buy |
3,183
+165
| +5% | +$49.4K | 0.22% | 114 |
|
|
2021
Q3 | $824K | Hold |
3,018
| – | – | 0.22% | 111 |
|
|
2021
Q2 | $839K | Sell |
3,018
-244
| -7% | -$67.8K | 0.23% | 107 |
|
|
2021
Q1 | $833K | Sell |
3,262
-9
| -0.3% | -$2.3K | 0.25% | 97 |
|
|
2020
Q4 | $758K | Hold |
3,271
| – | – | 0.25% | 99 |
|
|
2020
Q3 | $660K | Buy |
3,271
+13
| +0.4% | +$2.62K | 0.25% | 99 |
|
|
2020
Q2 | $582K | Sell |
3,258
-52
| -2% | -$9.29K | 0.24% | 117 |
|
|
2020
Q1 | $620K | Sell |
3,310
-41
| -1% | -$7.68K | 0.27% | 101 |
|
|
2019
Q4 | $759K | Buy |
3,351
+1,206
| +56% | +$273K | 0.28% | 105 |
|
|
2019
Q3 | $446K | Hold |
2,145
| – | – | 0.35% | 97 |
|
|
2019
Q2 | $457K | Buy |
2,145
+333
| +18% | +$70.9K | 0.37% | 93 |
|
|
2019
Q1 | $364K | Hold |
1,812
| – | – | 0.31% | 106 |
|
|
2018
Q4 | $370K | Buy |
+1,812
| New | +$370K | 0.36% | 94 |
|