Axxcess 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 | $16M | Buy |
32,992
+1,355
| +4% | +$658K | 0.37% | 53 |
|
|
2025
Q1 | $16.8M | Sell |
31,637
-6,682
| -17% | -$3.56M | 0.45% | 49 |
|
|
2024
Q4 | $17.4M | Buy |
38,319
+2,190
| +6% | +$993K | 0.42% | 50 |
|
|
2024
Q3 | $16.6M | Buy |
36,129
+6,741
| +23% | +$3.1M | 0.41% | 50 |
|
|
2024
Q2 | $12M | Buy |
29,388
+236
| +0.8% | +$96K | 0.32% | 59 |
|
|
2024
Q1 | $12.3M | Sell |
29,152
-24,616
| -46% | -$10.4M | 0.34% | 57 |
|
|
2023
Q4 | $19.2M | Sell |
53,768
-11,402
| -17% | -$4.07M | 0.56% | 35 |
|
|
2023
Q3 | $22.8M | Buy |
65,170
+19,824
| +44% | +$6.94M | 0.78% | 27 |
|
|
2023
Q2 | $15.5M | Buy |
45,346
+2,256
| +5% | +$769K | 1.12% | 13 |
|
|
2023
Q1 | $13.3M | Sell |
43,090
-13,984
| -25% | -$4.32M | 1.01% | 12 |
|
|
2022
Q4 | $17.6M | Sell |
57,074
-8,765
| -13% | -$2.71M | 1.45% | 10 |
|
|
2022
Q3 | $17.6M | Buy |
65,839
+1,589
| +2% | +$424K | 1.66% | 8 |
|
|
2022
Q2 | $17.5M | Buy |
64,250
+308
| +0.5% | +$84.1K | 1.61% | 7 |
|
|
2022
Q1 | $22.6M | Sell |
63,942
-354
| -0.6% | -$125K | 1.76% | 7 |
|
|
2021
Q4 | $19.2M | Buy |
+64,296
| New | +$19.2M | 1.4% | 9 |
|