Accretive Wealth Partners’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 | $478K | Buy |
984
+31
| +3% | +$15.1K | 0.16% | 108 |
|
|
2025
Q1 | $488K | Buy |
953
+36
| +4% | +$18.4K | 0.17% | 107 |
|
|
2024
Q4 | $416K | Hold |
917
| – | – | 0.18% | 107 |
|
|
2024
Q3 | $422K | Sell |
917
-182
| -17% | -$83.8K | 0.18% | 107 |
|
|
2024
Q2 | $447K | Buy |
1,099
+82
| +8% | +$33.4K | 0.19% | 108 |
|
|
2024
Q1 | $408K | Buy |
1,017
+198
| +24% | +$79.4K | 0.18% | 109 |
|
|
2023
Q4 | $292K | Buy |
819
+80
| +11% | +$28.5K | 0.14% | 117 |
|
|
2023
Q3 | $259K | Sell |
739
-22
| -3% | -$7.71K | 0.15% | 108 |
|
|
2023
Q2 | $260K | Buy |
761
+20
| +3% | +$6.82K | 0.15% | 105 |
|
|
2023
Q1 | $229K | Buy |
741
+23
| +3% | +$7.1K | 0.15% | 108 |
|
|
2022
Q4 | $222K | Buy |
+718
| New | +$222K | 0.15% | 106 |
|
|
2022
Q2 | – | Sell |
-718
| Closed | -$253K | – | 108 |
|
|
2022
Q1 | $253K | Sell |
718
-20
| -3% | -$7.05K | 0.16% | 101 |
|
|
2021
Q4 | $221K | Buy |
+738
| New | +$221K | 0.14% | 105 |
|
|
2021
Q3 | – | Sell |
-725
| Closed | -$201K | – | 107 |
|
|
2021
Q2 | $201K | Buy |
+725
| New | +$201K | 0.14% | 106 |
|