Arista 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 | $1.12M | Buy |
2,306
+362
| +19% | +$176K | 0.15% | 91 |
|
|
2025
Q1 | $1.04M | Buy |
1,944
+424
| +28% | +$226K | 0.25% | 27 |
|
|
2024
Q4 | $689K | Buy |
1,520
+62
| +4% | +$28.1K | 0.17% | 32 |
|
|
2024
Q3 | $671K | Buy |
1,458
+420
| +40% | +$193K | 0.16% | 31 |
|
|
2024
Q2 | $422K | Buy |
+1,038
| New | +$422K | 0.11% | 44 |
|
|
2024
Q1 | – | Sell |
-665
| Closed | -$237K | – | 38 |
|
|
2023
Q4 | $237K | Buy |
+665
| New | +$237K | 0.09% | 50 |
|