AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.56M | Buy |
7,508
+268
| +4% | +$91.4K | 0.12% | 81 |
|
|
2023
Q1 | $2.24M | Sell |
7,240
-113
| -2% | -$34.9K | 0.12% | 80 |
|
|
2022
Q4 | $2.27M | Sell |
7,353
-46
| -0.6% | -$14.2K | 0.12% | 84 |
|
|
2022
Q3 | $1.98M | Sell |
7,399
-300
| -4% | -$80.1K | 0.12% | 85 |
|
|
2022
Q2 | $2.1M | Sell |
7,699
-144
| -2% | -$39.3K | 0.11% | 87 |
|
|
2022
Q1 | $2.77M | Hold |
7,843
| – | – | 0.14% | 84 |
|
|
2021
Q4 | $2.35M | Buy |
7,843
+2,325
| +42% | +$695K | 0.11% | 80 |
|
|
2021
Q3 | $1.51M | Buy |
5,518
+1,018
| +23% | +$278K | 0.08% | 104 |
|
|
2021
Q2 | $1.25M | Sell |
4,500
-500
| -10% | -$139K | 0.07% | 113 |
|
|
2021
Q1 | $1.28M | Sell |
5,000
-300
| -6% | -$76.6K | 0.09% | 100 |
|
|
2020
Q4 | $1.23M | Buy |
5,300
+1
| +0% | +$232 | 0.11% | 91 |
|
|
2020
Q3 | $1.13M | Buy |
5,299
+848
| +19% | +$181K | 0.11% | 78 |
|
|
2020
Q2 | $795K | Buy |
4,451
+300
| +7% | +$53.6K | 0.09% | 96 |
|
|
2020
Q1 | $759K | Buy |
+4,151
| New | +$759K | 0.1% | 68 |
|