Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $572K | Sell |
1,242
-17
| -1% | -$7.82K | 0.31% | 56 |
|
|
2024
Q2 | $512K | Hold |
1,259
| – | – | 0.29% | 58 |
|
|
2024
Q1 | $529K | Hold |
1,259
| – | – | 0.32% | 56 |
|
|
2023
Q4 | $449K | Sell |
1,259
-22
| -2% | -$7.85K | 0.31% | 56 |
|
|
2023
Q3 | $449K | Hold |
1,281
| – | – | 0.34% | 50 |
|
|
2023
Q2 | $437K | Sell |
1,281
-45
| -3% | -$15.3K | 0.33% | 55 |
|
|
2023
Q1 | $409K | Hold |
1,326
| – | – | 0.33% | 57 |
|
|
2022
Q4 | $410K | Sell |
1,326
-52
| -4% | -$16.1K | 0.36% | 50 |
|
|
2022
Q3 | $368K | Hold |
1,378
| – | – | 0.35% | 50 |
|
|
2022
Q2 | $376K | Buy |
1,378
+2
| +0.1% | +$546 | 0.35% | 54 |
|
|
2022
Q1 | $486K | Buy |
1,376
+11
| +0.8% | +$3.89K | 0.38% | 47 |
|
|
2021
Q4 | $408K | Buy |
+1,365
| New | +$408K | 0.33% | 52 |
|