Biltmore 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 | $365K | Buy |
751
+4
| +0.5% | +$1.94K | 0.15% | 50 |
|
|
2025
Q1 | $398K | Buy |
747
+24
| +3% | +$12.8K | 0.17% | 46 |
|
|
2024
Q4 | $328K | Hold |
723
| – | – | 0.14% | 49 |
|
|
2024
Q3 | $333K | Buy |
723
+10
| +1% | +$4.6K | 0.14% | 48 |
|
|
2024
Q2 | $290K | Buy |
713
+10
| +1% | +$4.07K | 0.13% | 48 |
|
|
2024
Q1 | $251K | Hold |
703
| – | – | 0.12% | 50 |
|
|
2023
Q4 | $251K | Buy |
703
+1
| +0.1% | +$357 | 0.12% | 50 |
|
|
2023
Q3 | $246K | Buy |
702
+1
| +0.1% | +$350 | 0.12% | 50 |
|
|
2023
Q2 | $239K | Buy |
701
+4
| +0.6% | +$1.36K | 0.1% | 48 |
|
|
2023
Q1 | $215K | Buy |
+697
| New | +$215K | 0.09% | 48 |
|