Acima Private Wealth’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 | $330K | Hold |
679
| – | – | 0.11% | 98 |
|
|
2025
Q1 | $362K | Hold |
679
| – | – | 0.13% | 86 |
|
|
2024
Q4 | $308K | Hold |
679
| – | – | 0.1% | 105 |
|
|
2024
Q3 | $313K | Hold |
679
| – | – | 0.1% | 105 |
|
|
2024
Q2 | $276K | Hold |
679
| – | – | 0.1% | 102 |
|
|
2024
Q1 | $286K | Hold |
679
| – | – | 0.11% | 108 |
|
|
2023
Q4 | $242K | Hold |
679
| – | – | 0.09% | 117 |
|
|
2023
Q3 | $238K | Hold |
679
| – | – | 0.11% | 117 |
|
|
2023
Q2 | $232K | Hold |
679
| – | – | 0.11% | 123 |
|
|
2023
Q1 | $210K | Hold |
679
| – | – | 0.1% | 125 |
|
|
2022
Q4 | $210K | Sell |
679
-813
| -54% | -$251K | 0.11% | 119 |
|
|
2022
Q3 | $398K | Hold |
1,492
| – | – | 0.2% | 83 |
|
|
2022
Q2 | $407K | Hold |
1,492
| – | – | 0.2% | 85 |
|
|
2022
Q1 | $527K | Hold |
1,492
| – | – | 0.24% | 82 |
|
|
2021
Q4 | $446K | Buy |
1,492
+813
| +120% | +$243K | 0.19% | 90 |
|
|
2021
Q3 | $185K | Hold |
679
| – | – | 0.09% | 128 |
|
|
2021
Q2 | $189K | Hold |
679
| – | – | 0.09% | 128 |
|
|
2021
Q1 | $173K | Buy |
679
+225
| +50% | +$57.3K | 0.09% | 128 |
|
|
2020
Q4 | $105K | Hold |
454
| – | – | 0.05% | 135 |
|
|
2020
Q3 | $97K | Hold |
454
| – | – | 0.06% | 137 |
|
|
2020
Q2 | $81K | Hold |
454
| – | – | 0.05% | 146 |
|
|
2020
Q1 | $83K | Hold |
454
| – | – | 0.06% | 147 |
|
|
2019
Q4 | $103K | Hold |
454
| – | – | 0.07% | 161 |
|
|
2019
Q3 | $94K | Buy |
454
+65
| +17% | +$13.5K | 0.07% | 161 |
|
|
2019
Q2 | $83K | Hold |
389
| – | – | 0.07% | 156 |
|
|
2019
Q1 | $78K | Buy |
389
+40
| +11% | +$8.02K | 0.07% | 157 |
|
|
2018
Q4 | $71K | Buy |
+349
| New | +$71K | 0.07% | 158 |
|