Aberdeen 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 | $3.87M | Hold |
7,962
| – | – | 2.57% | 6 |
|
|
2025
Q1 | $4.24M | Sell |
7,962
-1,400
| -15% | -$746K | 2.93% | 5 |
|
|
2024
Q4 | $4.04M | Buy |
9,362
+1,400
| +18% | +$604K | 2.77% | 5 |
|
|
2024
Q3 | $3.66M | Sell |
7,962
-468
| -6% | -$215K | 2.41% | 5 |
|
|
2024
Q2 | $3.43M | Sell |
8,430
-350
| -4% | -$142K | 2.32% | 6 |
|
|
2024
Q1 | $3.69M | Buy |
8,780
+419
| +5% | +$176K | 2.15% | 7 |
|
|
2023
Q4 | $2.98M | Sell |
8,361
-7,762
| -48% | -$2.77M | 2.16% | 7 |
|
|
2023
Q3 | $3.48M | Hold |
16,123
| – | – | 2.62% | 6 |
|
|
2023
Q2 | $3.39M | Buy |
16,123
+7,138
| +79% | +$1.5M | 2.45% | 6 |
|
|
2023
Q1 | $2.77M | Hold |
8,985
| – | – | 2.07% | 8 |
|
|
2022
Q4 | $2.78M | Sell |
8,985
-15
| -0.2% | -$4.63K | 2.09% | 9 |
|
|
2022
Q3 | $2.4M | Hold |
9,000
| – | – | 2.12% | 8 |
|
|
2022
Q2 | $2.46M | Sell |
9,000
-246
| -3% | -$67.2K | 1.95% | 10 |
|
|
2022
Q1 | $3.26M | Hold |
9,246
| – | – | 2.22% | 6 |
|
|
2021
Q4 | $2.77M | Buy |
9,246
+7
| +0.1% | +$2.09K | 1.8% | 9 |
|
|
2021
Q3 | $2.52M | Sell |
9,239
-1,000
| -10% | -$273K | 2.44% | 7 |
|
|
2021
Q2 | $2.85M | Sell |
10,239
-8,197
| -44% | -$2.28M | 2.62% | 4 |
|
|
2021
Q1 | $2.71M | Sell |
18,436
-2,003
| -10% | -$294K | 2.15% | 7 |
|
|
2020
Q4 | $2.49M | Buy |
20,439
+10,315
| +102% | +$1.26M | 1.88% | 9 |
|
|
2020
Q3 | $2.16M | Sell |
10,124
-1,672
| -14% | -$356K | 2.05% | 8 |
|
|
2020
Q2 | $2.11M | Buy |
+11,796
| New | +$2.11M | 2.26% | 5 |
|