AAF 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 | $762K | Sell |
1,569
-107
| -6% | -$52K | 0.35% | 23 |
|
|
2025
Q1 | $892K | Sell |
1,676
-250
| -13% | -$133K | 0.48% | 18 |
|
|
2024
Q4 | $873K | Buy |
1,926
+556
| +41% | +$252K | 0.44% | 20 |
|
|
2024
Q3 | $631K | Hold |
1,370
| – | – | 0.32% | 24 |
|
|
2024
Q2 | $557K | Hold |
1,370
| – | – | 0.29% | 28 |
|
|
2024
Q1 | $576K | Hold |
1,370
| – | – | 0.32% | 25 |
|
|
2023
Q4 | $489K | Hold |
1,370
| – | – | 0.29% | 26 |
|
|
2023
Q3 | $480K | Hold |
1,370
| – | – | 0.31% | 23 |
|
|
2023
Q2 | $467K | Hold |
1,370
| – | – | 0.29% | 26 |
|
|
2023
Q1 | $423K | Hold |
1,370
| – | – | 0.28% | 26 |
|
|
2022
Q4 | $423K | Sell |
1,370
-27
| -2% | -$8.34K | 0.3% | 25 |
|
|
2022
Q3 | $373K | Buy |
1,397
+77
| +6% | +$20.6K | 0.3% | 24 |
|
|
2022
Q2 | $360K | Buy |
+1,320
| New | +$360K | 0.27% | 25 |
|
|
2021
Q4 | – | Sell |
-1,205
| Closed | -$329K | – | 27 |
|
|
2021
Q3 | $329K | Buy |
+1,205
| New | +$329K | 0.25% | 20 |
|