Ascent Wealth Partners’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 | $276K | Hold |
569
| – | – | 0.03% | 155 |
|
|
2025
Q1 | $303K | Hold |
569
| – | – | 0.04% | 153 |
|
|
2024
Q4 | $258K | Hold |
569
| – | – | 0.03% | 155 |
|
|
2024
Q3 | $262K | Buy |
569
+11
| +2% | +$5.06K | 0.04% | 145 |
|
|
2024
Q2 | $227K | Buy |
+558
| New | +$227K | 0.03% | 152 |
|
|
2023
Q3 | – | Sell |
-632
| Closed | -$216K | – | 163 |
|
|
2023
Q2 | $216K | Buy |
+632
| New | +$216K | 0.04% | 152 |
|
|
2022
Q2 | – | Sell |
-587
| Closed | -$207K | – | 138 |
|
|
2022
Q1 | $207K | Buy |
+587
| New | +$207K | 0.04% | 143 |
|