Aries 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 | $1.62M | Sell |
3,325
-1,584
| -32% | -$769K | 0.42% | 62 |
|
|
2025
Q1 | $2.61M | Buy |
4,909
+152
| +3% | +$81K | 0.71% | 38 |
|
|
2024
Q4 | $2.16M | Sell |
4,757
-23
| -0.5% | -$10.4K | 0.59% | 44 |
|
|
2024
Q3 | $2.2M | Buy |
4,780
+11
| +0.2% | +$5.06K | 0.6% | 45 |
|
|
2024
Q2 | $1.94M | Sell |
4,769
-14
| -0.3% | -$5.7K | 0.61% | 42 |
|
|
2024
Q1 | $2.01M | Buy |
4,783
+80
| +2% | +$33.6K | 0.65% | 40 |
|
|
2023
Q4 | $1.68M | Sell |
4,703
-107
| -2% | -$38.2K | 0.6% | 43 |
|
|
2023
Q3 | $1.67M | Buy |
4,810
+55
| +1% | +$19K | 0.65% | 41 |
|
|
2023
Q2 | $1.62M | Sell |
4,755
-246
| -5% | -$83.9K | 0.63% | 46 |
|
|
2023
Q1 | $1.54M | Buy |
5,001
+114
| +2% | +$35.2K | 0.63% | 49 |
|
|
2022
Q4 | $1.51M | Buy |
4,887
+1,484
| +44% | +$458K | 0.65% | 49 |
|
|
2022
Q3 | $1M | Buy |
3,403
+26
| +0.8% | +$7.67K | 0.44% | 65 |
|
|
2022
Q2 | $922K | Buy |
3,377
+2,032
| +151% | +$555K | 0.42% | 67 |
|
|
2022
Q1 | $475K | Sell |
1,345
-2,134
| -61% | -$754K | 0.21% | 53 |
|
|
2021
Q4 | $1.04M | Hold |
3,479
| – | – | 0.4% | 66 |
|
|
2021
Q3 | $950K | Sell |
3,479
-132
| -4% | -$36K | 0.4% | 66 |
|
|
2021
Q2 | $1M | Buy |
3,611
+25
| +0.7% | +$6.95K | 0.43% | 62 |
|
|
2021
Q1 | $959K | Buy |
3,586
+461
| +15% | +$123K | 0.43% | 63 |
|
|
2020
Q4 | $731K | Buy |
3,125
+20
| +0.6% | +$4.68K | 0.37% | 65 |
|
|
2020
Q3 | $661K | Hold |
3,105
| – | – | 0.38% | 63 |
|
|
2020
Q2 | $554K | Buy |
3,105
+359
| +13% | +$64.1K | 0.34% | 73 |
|
|
2020
Q1 | $494K | Buy |
2,746
+171
| +7% | +$30.8K | 0.38% | 70 |
|
|
2019
Q4 | $584K | Hold |
2,575
| – | – | 0.36% | 70 |
|
|
2019
Q3 | $536K | Sell |
2,575
-500
| -16% | -$104K | 0.36% | 70 |
|
|
2019
Q2 | $662K | Hold |
3,075
| – | – | 0.46% | 62 |
|
|
2019
Q1 | $618K | Buy |
3,075
+175
| +6% | +$35.2K | 0.46% | 58 |
|
|
2018
Q4 | $592K | Hold |
2,900
| – | – | 0.63% | 52 |
|
|
2018
Q3 | $621K | Hold |
2,900
| – | – | 0.56% | 57 |
|
|
2018
Q2 | $574K | Hold |
2,900
| – | – | 0.53% | 56 |
|
|
2018
Q1 | $574K | Hold |
2,900
| – | – | 0.56% | 53 |
|
|
2017
Q4 | $618K | Buy |
+2,900
| New | +$618K | 0.57% | 53 |
|