Activest 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 | $1.91M | Sell |
3,931
-180
| -4% | -$87.4K | 0.46% | 26 |
|
|
2025
Q1 | $2.19M | Buy |
4,111
+1,327
| +48% | +$707K | 0.59% | 24 |
|
|
2024
Q4 | $1.26M | Buy |
2,784
+255
| +10% | +$116K | 0.35% | 37 |
|
|
2024
Q3 | $1.16M | Buy |
2,529
+199
| +9% | +$91.6K | 0.36% | 36 |
|
|
2024
Q2 | $948K | Sell |
2,330
-944
| -29% | -$384K | 0.31% | 38 |
|
|
2024
Q1 | $1.38M | Buy |
+3,274
| New | +$1.38M | 0.66% | 20 |
|
|
2023
Q4 | – | Sell |
-2,063
| Closed | -$723K | – | 351 |
|
|
2023
Q3 | $723K | Buy |
+2,063
| New | +$723K | 0.44% | 22 |
|
|
2023
Q2 | – | Sell |
-2,364
| Closed | -$727K | – | 303 |
|
|
2023
Q1 | $727K | Buy |
+2,364
| New | +$727K | 0.47% | 23 |
|
|
2022
Q3 | – | Sell |
-2,394
| Closed | -$654K | – | 455 |
|
|
2022
Q2 | $654K | Buy |
2,394
+40
| +2% | +$10.9K | 0.46% | 22 |
|
|
2022
Q1 | $831K | Hold |
2,354
| – | – | 0.53% | 18 |
|
|
2021
Q4 | $704K | Sell |
2,354
-648
| -22% | -$194K | 0.44% | 29 |
|
|
2021
Q3 | $819K | Buy |
3,002
+648
| +28% | +$177K | 0.55% | 24 |
|
|
2021
Q2 | $654K | Sell |
2,354
-613
| -21% | -$170K | 0.49% | 25 |
|
|
2021
Q1 | $759K | Buy |
+2,967
| New | +$759K | 0.62% | 20 |
|