BKM 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 | $1.04M | Buy |
2,141
+10
| +0.5% | +$4.86K | 0.41% | 68 |
|
|
2025
Q1 | $1.13M | Sell |
2,131
-140
| -6% | -$74.6K | 0.47% | 60 |
|
|
2024
Q4 | $1.03M | Buy |
2,271
+140
| +7% | +$63.5K | 0.42% | 62 |
|
|
2024
Q3 | $981K | Buy |
+2,131
| New | +$981K | 0.4% | 67 |
|
|
2024
Q2 | – | Sell |
-2,089
| Closed | -$878K | – | 150 |
|
|
2024
Q1 | $878K | Buy |
2,089
+1,320
| +172% | +$555K | 0.38% | 73 |
|
|
2023
Q4 | $274K | Buy |
+769
| New | +$274K | 0.12% | 136 |
|