Aprio 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 | $2.88M | Buy |
5,933
+387
| +7% | +$188K | 0.33% | 55 |
|
|
2025
Q1 | $2.95M | Buy |
5,546
+301
| +6% | +$160K | 0.37% | 47 |
|
|
2024
Q4 | $2.38M | Buy |
5,245
+1,266
| +32% | +$574K | 0.35% | 51 |
|
|
2024
Q3 | $1.83M | Sell |
3,979
-139
| -3% | -$64K | 0.29% | 54 |
|
|
2024
Q2 | $1.68M | Buy |
4,118
+1,031
| +33% | +$419K | 0.31% | 45 |
|
|
2024
Q1 | $1.3M | Buy |
3,087
+693
| +29% | +$291K | 0.25% | 49 |
|
|
2023
Q4 | $854K | Sell |
2,394
-201
| -8% | -$71.7K | 0.19% | 63 |
|
|
2023
Q3 | $909K | Buy |
2,595
+301
| +13% | +$105K | 0.25% | 48 |
|
|
2023
Q2 | $782K | Sell |
2,294
-254
| -10% | -$86.6K | 0.21% | 50 |
|
|
2023
Q1 | $787K | Sell |
2,548
-321
| -11% | -$99.1K | 0.24% | 42 |
|
|
2022
Q4 | $886K | Sell |
2,869
-35
| -1% | -$10.8K | 0.31% | 42 |
|
|
2022
Q3 | $775K | Buy |
2,904
+259
| +10% | +$69.1K | 0.31% | 46 |
|
|
2022
Q2 | $722K | Sell |
2,645
-184
| -7% | -$50.2K | 0.29% | 39 |
|
|
2022
Q1 | $998K | Buy |
2,829
+106
| +4% | +$37.4K | 0.38% | 39 |
|
|
2021
Q4 | $814K | Sell |
2,723
-4
| -0.1% | -$1.2K | 0.34% | 39 |
|
|
2021
Q3 | $744K | Hold |
2,727
| – | – | 0.34% | 36 |
|
|
2021
Q2 | $758K | Buy |
+2,727
| New | +$758K | 0.36% | 32 |
|
|
2020
Q4 | $630K | Buy |
2,718
+478
| +21% | +$111K | 0.42% | 28 |
|
|
2020
Q3 | $477K | Sell |
2,240
-140
| -6% | -$29.8K | 0.34% | 37 |
|
|
2020
Q2 | $425K | Sell |
2,380
-4
| -0.2% | -$714 | 0.41% | 38 |
|
|
2020
Q1 | $436K | Buy |
2,384
+705
| +42% | +$129K | 0.55% | 32 |
|
|
2019
Q4 | $380K | Buy |
+1,679
| New | +$380K | 0.28% | 42 |
|