Accel 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 | $801K | Buy |
1,649
+29
| +2% | +$14.1K | 0.27% | 88 |
|
|
2025
Q1 | $863K | Buy |
1,620
+27
| +2% | +$14.4K | 0.31% | 80 |
|
|
2024
Q4 | $722K | Buy |
1,593
+6
| +0.4% | +$2.72K | 0.27% | 91 |
|
|
2024
Q3 | $730K | Buy |
1,587
+208
| +15% | +$95.7K | 0.27% | 89 |
|
|
2024
Q2 | $561K | Sell |
1,379
-136
| -9% | -$55.3K | 0.22% | 107 |
|
|
2024
Q1 | $637K | Buy |
1,515
+100
| +7% | +$42.1K | 0.27% | 91 |
|
|
2023
Q4 | $505K | Sell |
1,415
-746
| -35% | -$266K | 0.25% | 101 |
|
|
2023
Q3 | $757K | Hold |
2,161
| – | – | 0.42% | 68 |
|
|
2023
Q2 | $737K | Buy |
2,161
+1,009
| +88% | +$344K | 0.41% | 68 |
|
|
2023
Q1 | $356K | Buy |
1,152
+137
| +13% | +$42.3K | 0.15% | 150 |
|
|
2022
Q4 | $314K | Hold |
1,015
| – | – | 0.15% | 116 |
|
|
2022
Q3 | $285K | Buy |
1,015
+5
| +0.5% | +$1.4K | 0.15% | 127 |
|
|
2022
Q2 | $281K | Sell |
1,010
-100
| -9% | -$27.8K | 0.16% | 116 |
|
|
2022
Q1 | $391K | Hold |
1,110
| – | – | 0.2% | 95 |
|
|
2021
Q4 | $332K | Buy |
1,110
+100
| +10% | +$29.9K | 0.16% | 108 |
|
|
2021
Q3 | $276K | Sell |
1,010
-92
| -8% | -$25.1K | 0.18% | 101 |
|
|
2021
Q2 | $306K | Sell |
1,102
-5
| -0.5% | -$1.39K | 0.2% | 96 |
|
|
2021
Q1 | $283K | Hold |
1,107
| – | – | 0.23% | 91 |
|
|
2020
Q4 | $257K | Buy |
+1,107
| New | +$257K | 0.24% | 87 |
|