Act 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 | $1.56M | Sell |
3,218
-8
| -0.2% | -$3.89K | 0.66% | 16 |
|
|
2025
Q1 | $1.72M | Buy |
3,226
+177
| +6% | +$94.3K | 0.78% | 15 |
|
|
2024
Q4 | $1.38M | Buy |
3,049
+10
| +0.3% | +$4.53K | 0.65% | 16 |
|
|
2024
Q3 | $1.4M | Buy |
3,039
+535
| +21% | +$246K | 0.62% | 15 |
|
|
2024
Q2 | $1.02M | Buy |
2,504
+217
| +9% | +$88.3K | 0.5% | 15 |
|
|
2024
Q1 | $962K | Sell |
2,287
-83
| -4% | -$34.9K | 0.48% | 14 |
|
|
2023
Q4 | $845K | Sell |
2,370
-248
| -9% | -$88.4K | 0.46% | 15 |
|
|
2023
Q3 | $917K | Buy |
2,618
+494
| +23% | +$173K | 0.62% | 14 |
|
|
2023
Q2 | $724K | Buy |
2,124
+328
| +18% | +$112K | 0.41% | 15 |
|
|
2023
Q1 | $554K | Buy |
1,796
+54
| +3% | +$16.7K | 0.33% | 18 |
|
|
2022
Q4 | $538K | Buy |
1,742
+22
| +1% | +$6.8K | 0.34% | 17 |
|
|
2022
Q3 | $459K | Hold |
1,720
| – | – | 0.33% | 18 |
|
|
2022
Q2 | $470K | Hold |
1,720
| – | – | 0.31% | 18 |
|
|
2022
Q1 | $607K | Buy |
1,720
+305
| +22% | +$108K | 0.35% | 17 |
|
|
2021
Q4 | $423K | Buy |
1,415
+10
| +0.7% | +$2.99K | 0.24% | 22 |
|
|
2021
Q3 | $390K | Hold |
1,405
| – | – | 0.24% | 18 |
|
|
2021
Q2 | $390K | Hold |
1,405
| – | – | 0.24% | 18 |
|
|
2021
Q1 | $359K | Buy |
1,405
+53
| +4% | +$13.5K | 0.23% | 19 |
|
|
2020
Q4 | $313K | Buy |
+1,352
| New | +$313K | 0.2% | 21 |
|