Birchcreek 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 | $1M | Buy |
2,069
+220
| +12% | +$107K | 0.57% | 37 |
|
|
2025
Q1 | $985K | Buy |
1,849
+5
| +0.3% | +$2.66K | 0.62% | 33 |
|
|
2024
Q4 | $836K | Buy |
1,844
+41
| +2% | +$18.6K | 0.52% | 38 |
|
|
2024
Q3 | $830K | Sell |
1,803
-282
| -14% | -$130K | 0.54% | 38 |
|
|
2024
Q2 | $848K | Sell |
2,085
-100
| -5% | -$40.7K | 0.48% | 48 |
|
|
2024
Q1 | $919K | Buy |
2,185
+619
| +40% | +$260K | 0.48% | 49 |
|
|
2023
Q4 | $558K | Buy |
1,566
+52
| +3% | +$18.5K | 0.33% | 72 |
|
|
2023
Q3 | $530K | Buy |
1,514
+325
| +27% | +$114K | 0.36% | 71 |
|
|
2023
Q2 | $405K | Sell |
1,189
-218
| -15% | -$74.3K | 0.28% | 84 |
|
|
2023
Q1 | $434K | Hold |
1,407
| – | – | 0.34% | 75 |
|
|
2022
Q4 | $435K | Buy |
1,407
+490
| +53% | +$151K | 0.39% | 68 |
|
|
2022
Q3 | $245K | Hold |
917
| – | – | 0.23% | 101 |
|
|
2022
Q2 | $250K | Buy |
+917
| New | +$250K | 0.22% | 99 |
|
|
2021
Q1 | – | Sell |
-518
| Closed | -$120K | – | 137 |
|
|
2020
Q4 | $120K | Buy |
+518
| New | +$120K | 0.12% | 132 |
|