Altus 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 | $269K | Sell |
553
-186
| -25% | -$90.4K | 0.13% | 27 |
|
|
2025
Q1 | $394K | Buy |
739
+10
| +1% | +$5.33K | 0.18% | 28 |
|
|
2024
Q4 | $330K | Hold |
729
| – | – | 0.15% | 32 |
|
|
2024
Q3 | $336K | Hold |
729
| – | – | 0.16% | 31 |
|
|
2024
Q2 | $297K | Hold |
729
| – | – | 0.14% | 35 |
|
|
2024
Q1 | $307K | Buy |
+729
| New | +$307K | 0.16% | 32 |
|
|
2020
Q3 | – | Sell |
-1,150
| Closed | -$205K | – | 34 |
|
|
2020
Q2 | $205K | Hold |
1,150
| – | – | 0.23% | 29 |
|
|
2020
Q1 | $210K | Hold |
1,150
| – | – | 0.3% | 23 |
|
|
2019
Q4 | $260K | Buy |
+1,150
| New | +$260K | 0.25% | 27 |
|