Atlas 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 | $646K | Sell |
1,330
-40
| -3% | -$19.4K | 0.75% | 20 |
|
|
2025
Q1 | $730K | Buy |
1,370
+10
| +0.7% | +$5.33K | 0.9% | 17 |
|
|
2024
Q4 | $616K | Sell |
1,360
-65
| -5% | -$29.4K | 0.78% | 20 |
|
|
2024
Q3 | $656K | Hold |
1,425
| – | – | 1% | 19 |
|
|
2024
Q2 | $580K | Buy |
+1,425
| New | +$580K | 2.46% | 8 |
|
|
2024
Q1 | – | Sell |
-1,195
| Closed | -$461K | – | 22 |
|
|
2023
Q4 | $461K | Hold |
1,195
| – | – | 2.54% | 8 |
|
|
2023
Q3 | $396K | Buy |
1,195
+20
| +2% | +$6.63K | 2.28% | 9 |
|
|
2023
Q2 | $406K | Buy |
+1,175
| New | +$406K | 1.17% | 19 |
|