Baron 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 | $979K | Sell |
2,015
-127
| -6% | -$61.7K | 0.35% | 34 |
|
|
2025
Q1 | $1.14M | Buy |
2,142
+362
| +20% | +$193K | 0.5% | 22 |
|
|
2024
Q4 | $807K | Buy |
1,780
+50
| +3% | +$22.7K | 0.38% | 37 |
|
|
2024
Q3 | $796K | Buy |
1,730
+456
| +36% | +$210K | 0.38% | 37 |
|
|
2024
Q2 | $518K | Buy |
1,274
+53
| +4% | +$21.6K | 0.27% | 56 |
|
|
2024
Q1 | $513K | Hold |
1,221
| – | – | 0.27% | 53 |
|
|
2023
Q4 | $435K | Buy |
1,221
+119
| +11% | +$42.4K | 0.24% | 63 |
|
|
2023
Q3 | $386K | Buy |
1,102
+119
| +12% | +$41.7K | 0.25% | 64 |
|
|
2023
Q2 | $335K | Buy |
983
+6
| +0.6% | +$2.05K | 0.21% | 81 |
|
|
2023
Q1 | $302K | Buy |
977
+27
| +3% | +$8.34K | 0.21% | 82 |
|
|
2022
Q4 | $293K | Buy |
+950
| New | +$293K | 0.23% | 81 |
|