Aurora Private Wealth’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 | $3.42M | Sell |
7,043
-925
| -12% | -$449K | 2.53% | 8 |
|
2025
Q1 | $4.24M | Buy |
7,968
+59
| +0.7% | +$31.4K | 3.39% | 4 |
|
2024
Q4 | $3.59M | Sell |
7,909
-471
| -6% | -$213K | 2.69% | 7 |
|
2024
Q3 | $3.86M | Sell |
8,380
-7
| -0.1% | -$3.22K | 3.03% | 4 |
|
2024
Q2 | $3.41M | Buy |
8,387
+14
| +0.2% | +$5.7K | 2.99% | 4 |
|
2024
Q1 | $3.52M | Buy |
8,373
+24
| +0.3% | +$10.1K | 3.04% | 4 |
|
2023
Q4 | $2.98M | Hold |
8,349
| – | – | 2.81% | 5 |
|
2023
Q3 | $2.93M | Buy |
8,349
+109
| +1% | +$38.2K | 3.24% | 4 |
|
2023
Q2 | $2.81M | Sell |
8,240
-68
| -0.8% | -$23.2K | 3.2% | 4 |
|
2023
Q1 | $2.57M | Hold |
8,308
| – | – | 2.73% | 4 |
|
2022
Q4 | $2.57M | Sell |
8,308
-5,250
| -39% | -$1.62M | 2.93% | 4 |
|
2022
Q3 | $3.62M | Sell |
13,558
-25
| -0.2% | -$6.68K | 1.67% | 12 |
|
2022
Q2 | $3.71M | Sell |
13,583
-200
| -1% | -$54.6K | 1.67% | 13 |
|
2022
Q1 | $4.86M | Buy |
13,783
+25
| +0.2% | +$8.82K | 2% | 11 |
|
2021
Q4 | $4.11M | Sell |
13,758
-1,741
| -11% | -$521K | 1.78% | 11 |
|
2021
Q3 | $4.23M | Sell |
15,499
-7,446
| -32% | -$2.03M | 1.72% | 12 |
|
2021
Q2 | $6.38M | Buy |
22,945
+1,800
| +9% | +$500K | 2.55% | 7 |
|
2021
Q1 | $5.4M | Buy |
21,145
+918
| +5% | +$235K | 2.24% | 10 |
|
2020
Q4 | $4.69M | Buy |
20,227
+333
| +2% | +$77.2K | 1.98% | 11 |
|
2020
Q3 | $4.24M | Buy |
19,894
+429
| +2% | +$91.3K | 1.81% | 13 |
|
2020
Q2 | $3.48M | Sell |
19,465
-17,471
| -47% | -$3.12M | 1.6% | 14 |
|
2020
Q1 | $6.75M | Buy |
36,936
+16,313
| +79% | +$2.98M | 2.38% | 7 |
|
2019
Q4 | $4.67M | Buy |
+20,623
| New | +$4.67M | 1.65% | 11 |
|