BHPW
Beverly Hills Private Wealth’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 | $12M | Sell |
24,714
-2,284
| -8% | -$1.11M | 2.25% | 6 |
|
|
2025
Q1 | $14.4M | Sell |
26,998
-580
| -2% | -$309K | 2.84% | 3 |
|
|
2024
Q4 | $12.5M | Buy |
27,578
+1,501
| +6% | +$680K | 2.53% | 6 |
|
|
2024
Q3 | $12M | Buy |
26,077
+1,780
| +7% | +$819K | 2.43% | 4 |
|
|
2024
Q2 | $9.88M | Buy |
24,297
+1,825
| +8% | +$742K | 2.15% | 4 |
|
|
2024
Q1 | $9.45M | Buy |
22,472
+1,422
| +7% | +$598K | 2.18% | 4 |
|
|
2023
Q4 | $7.51M | Sell |
21,050
-2,641
| -11% | -$942K | 1.96% | 3 |
|
|
2023
Q3 | $8.3M | Sell |
23,691
-8,519
| -26% | -$2.98M | 2.47% | 3 |
|
|
2023
Q2 | $11.3M | Buy |
32,210
+10,035
| +45% | +$3.51M | 1.85% | 3 |
|
|
2023
Q1 | $6.85M | Buy |
22,175
+6,971
| +46% | +$2.15M | 2.12% | 3 |
|
|
2022
Q4 | $4.7M | Buy |
+15,204
| New | +$4.7M | 2.05% | 4 |
|