BWP
Balboa Wealth Partners’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.87M | Buy |
16,210
+4,416
| +37% | +$2.15M | 1.58% | 10 |
|
|
2025
Q1 | $6.28M | Buy |
11,794
+2,059
| +21% | +$1.1M | 1.52% | 13 |
|
|
2024
Q4 | $4.41M | Buy |
9,735
+911
| +10% | +$413K | 1.01% | 19 |
|
|
2024
Q3 | $4.06M | Sell |
8,824
-200
| -2% | -$92.1K | 1.01% | 16 |
|
|
2024
Q2 | $3.67M | Sell |
9,024
-51
| -0.6% | -$20.7K | 0.97% | 15 |
|
|
2024
Q1 | $3.82M | Buy |
9,075
+795
| +10% | +$334K | 1.12% | 14 |
|
|
2023
Q4 | $2.95M | Sell |
8,280
-170
| -2% | -$60.6K | 0.98% | 17 |
|
|
2023
Q3 | $2.96M | Sell |
8,450
-493
| -6% | -$173K | 1.11% | 13 |
|
|
2023
Q2 | $3.05M | Sell |
8,943
-238
| -3% | -$81.2K | 1.06% | 15 |
|
|
2023
Q1 | $2.83M | Buy |
9,181
+448
| +5% | +$138K | 1.07% | 15 |
|
|
2022
Q4 | $2.7M | Sell |
8,733
-206
| -2% | -$63.6K | 1.22% | 13 |
|
|
2022
Q3 | $2.39M | Buy |
+8,939
| New | +$2.39M | 1.05% | 15 |
|