Aletheian Wealth Advisors’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 | $814K | Sell |
1,676
-74
| -4% | -$35.9K | 0.4% | 46 |
|
|
2025
Q1 | $932K | Buy |
1,750
+86
| +5% | +$45.8K | 0.52% | 36 |
|
|
2024
Q4 | $754K | Buy |
1,664
+86
| +5% | +$39K | 0.45% | 44 |
|
|
2024
Q3 | $726K | Sell |
1,578
-1,963
| -55% | -$903K | 0.42% | 45 |
|
|
2024
Q2 | $1.44M | Sell |
3,541
-58
| -2% | -$23.6K | 0.76% | 31 |
|
|
2024
Q1 | $1.51M | Sell |
3,599
-227
| -6% | -$95.5K | 0.82% | 30 |
|
|
2023
Q4 | $1.36M | Sell |
3,826
-85
| -2% | -$30.3K | 0.9% | 28 |
|
|
2023
Q3 | $1.37M | Sell |
3,911
-514
| -12% | -$180K | 1.05% | 26 |
|
|
2023
Q2 | $1.51M | Buy |
4,425
+3,289
| +290% | +$1.12M | 1.03% | 23 |
|
|
2023
Q1 | $351K | Sell |
1,136
-2,927
| -72% | -$904K | 0.31% | 47 |
|
|
2022
Q4 | $1.26M | Buy |
4,063
+3,195
| +368% | +$987K | 1.08% | 24 |
|
|
2022
Q3 | $232K | Sell |
868
-188
| -18% | -$50.2K | 0.26% | 48 |
|
|
2022
Q2 | $288K | Buy |
1,056
+56
| +6% | +$15.3K | 0.29% | 46 |
|
|
2022
Q1 | $353K | Buy |
1,000
+135
| +16% | +$47.7K | 0.34% | 46 |
|
|
2021
Q4 | $259K | Buy |
+865
| New | +$259K | 0.25% | 44 |
|