Abundance Wealth Counselors’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 | $1.55M | Buy |
3,199
+229
| +8% | +$111K | 0.29% | 61 |
|
|
2025
Q1 | $1.58M | Sell |
2,970
-60
| -2% | -$32K | 0.33% | 57 |
|
|
2024
Q4 | $1.37M | Buy |
3,030
+409
| +16% | +$185K | 0.3% | 54 |
|
|
2024
Q3 | $1.21M | Buy |
2,621
+297
| +13% | +$137K | 0.25% | 70 |
|
|
2024
Q2 | $945K | Buy |
+2,324
| New | +$945K | 0.44% | 43 |
|
|
2021
Q2 | – | Sell |
-370
| Closed | -$95K | – | 137 |
|
|
2021
Q1 | $95K | Buy |
+370
| New | +$95K | 0.02% | 124 |
|