BlackDiamond 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 | $1.32M | Buy |
2,702
+80
| +3% | +$39.2K | 0.76% | 36 |
|
|
2025
Q1 | $1.35M | Sell |
2,622
-344
| -12% | -$177K | 0.91% | 34 |
|
|
2024
Q4 | $1.34M | Sell |
2,966
-129
| -4% | -$58.5K | 0.78% | 37 |
|
|
2024
Q3 | $1.44M | Sell |
3,095
-234
| -7% | -$109K | 0.87% | 35 |
|
|
2024
Q2 | $1.44M | Buy |
3,329
+365
| +12% | +$158K | 0.94% | 35 |
|
|
2024
Q1 | $1.25M | Sell |
2,964
-43
| -1% | -$18.1K | 0.89% | 33 |
|
|
2023
Q4 | $1.18M | Buy |
3,007
+413
| +16% | +$161K | 0.86% | 35 |
|
|
2023
Q3 | $875K | Buy |
2,594
+37
| +1% | +$12.5K | 0.79% | 34 |
|
|
2023
Q2 | $889K | Buy |
2,557
+261
| +11% | +$90.7K | 0.75% | 32 |
|
|
2023
Q1 | $745K | Sell |
2,296
-20
| -0.9% | -$6.49K | 0.76% | 28 |
|
|
2022
Q4 | $733K | Buy |
2,316
+155
| +7% | +$49K | 0.83% | 28 |
|
|
2022
Q3 | $625K | Sell |
2,161
-16
| -0.7% | -$4.63K | 0.75% | 29 |
|
|
2022
Q2 | $623K | Buy |
2,177
+165
| +8% | +$47.2K | 0.78% | 32 |
|
|
2022
Q1 | $710K | Sell |
2,012
-18
| -0.9% | -$6.35K | 0.85% | 30 |
|
|
2021
Q4 | $607K | Buy |
+2,030
| New | +$607K | 0.7% | 39 |
|