Ameliora 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 | $636K | Hold |
1,310
| – | – | 0.23% | 59 |
|
2025
Q1 | $698K | Hold |
1,310
| – | – | 0.26% | 50 |
|
2024
Q4 | $594K | Buy |
1,310
+950
| +264% | +$431K | 0.22% | 57 |
|
2024
Q3 | $166K | Sell |
360
-200
| -36% | -$92.1K | 0.07% | 89 |
|
2024
Q2 | $228K | Buy |
560
+360
| +180% | +$146K | 0.1% | 79 |
|
2024
Q1 | $84.1K | Hold |
200
| – | – | 0.04% | 118 |
|
2023
Q4 | $71.3K | Hold |
200
| – | – | 0.04% | 107 |
|
2023
Q3 | $70.1K | Hold |
200
| – | – | 0.04% | 111 |
|
2023
Q2 | $68.2K | Hold |
200
| – | – | 0.04% | 114 |
|
2023
Q1 | $61.8K | Hold |
200
| – | – | 0.04% | 123 |
|
2022
Q4 | $61.8K | Hold |
200
| – | – | 0.03% | 135 |
|
2022
Q3 | $52K | Buy |
+200
| New | +$52K | 0.03% | 136 |
|