Bell & Brown Wealth Advisors’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 | $707K | Hold |
1,450
| – | – | 0.25% | 56 |
|
|
2025
Q1 | $772K | Sell |
1,450
-28
| -2% | -$14.9K | 0.3% | 54 |
|
|
2024
Q4 | $670K | Buy |
1,478
+70
| +5% | +$31.7K | 0.25% | 56 |
|
|
2024
Q3 | $648K | Hold |
1,408
| – | – | 0.25% | 56 |
|
|
2024
Q2 | $31.2M | Hold |
1,408
| – | – | 11.94% | 1 |
|
|
2024
Q1 | $592K | Hold |
1,408
| – | – | 0.25% | 56 |
|
|
2023
Q4 | $502K | Buy |
+1,408
| New | +$502K | 0.23% | 58 |
|
|
2023
Q2 | $502K | Hold |
1,473
| – | – | 0.25% | 56 |
|
|
2023
Q1 | $455K | Hold |
1,473
| – | – | 0.24% | 56 |
|
|
2022
Q4 | $455K | Sell |
1,473
-5
| -0.3% | -$1.55K | 0.25% | 58 |
|
|
2022
Q3 | $395K | Buy |
1,478
+70
| +5% | +$18.7K | 0.24% | 56 |
|
|
2022
Q2 | $384K | Sell |
1,408
-254
| -15% | -$69.3K | 0.21% | 61 |
|
|
2022
Q1 | $587K | Buy |
1,662
+154
| +10% | +$54.4K | 0.27% | 57 |
|
|
2021
Q4 | $487K | Buy |
1,508
+150
| +11% | +$48.4K | 0.24% | 57 |
|
|
2021
Q3 | $371K | Buy |
+1,358
| New | +$371K | 0.2% | 61 |
|
|
2020
Q3 | $286K | Buy |
+1,358
| New | +$286K | 0.21% | 65 |
|