Benchmark 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 | $1.24M | Sell |
2,556
-139
| -5% | -$67.5K | 0.55% | 27 |
|
|
2025
Q1 | $1.44M | Sell |
2,695
-40
| -1% | -$21.3K | 0.69% | 22 |
|
|
2024
Q4 | $1.24M | Sell |
2,735
-129
| -5% | -$58.5K | 0.61% | 20 |
|
|
2024
Q3 | $1.32M | Hold |
2,864
| – | – | 0.65% | 17 |
|
|
2024
Q2 | $1.17M | Sell |
2,864
-175
| -6% | -$71.2K | 0.62% | 19 |
|
|
2024
Q1 | $1.28M | Hold |
3,039
| – | – | 0.7% | 17 |
|
|
2023
Q4 | $1.08M | Hold |
3,039
| – | – | 0.64% | 21 |
|
|
2023
Q3 | $1.06M | Sell |
3,039
-20
| -0.7% | -$7.01K | 0.68% | 21 |
|
|
2023
Q2 | $1.04M | Sell |
3,059
-10
| -0.3% | -$3.41K | 0.63% | 20 |
|
|
2023
Q1 | $981K | Buy |
+3,069
| New | +$981K | 0.63% | 21 |
|