Blue Bell Private 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 | $931K | Sell |
1,917
-6
| -0.3% | -$2.92K | 0.16% | 90 |
|
|
2025
Q1 | $1.02M | Hold |
1,923
| – | – | 0.19% | 79 |
|
|
2024
Q4 | $872K | Hold |
1,923
| – | – | 0.17% | 81 |
|
|
2024
Q3 | $885K | Sell |
1,923
-13
| -0.7% | -$5.98K | 0.17% | 83 |
|
|
2024
Q2 | $788K | Buy |
1,936
+5
| +0.3% | +$2.03K | 0.16% | 83 |
|
|
2024
Q1 | $812K | Buy |
1,931
+194
| +11% | +$81.6K | 0.17% | 82 |
|
|
2023
Q4 | $620K | Buy |
1,737
+275
| +19% | +$98.1K | 0.15% | 89 |
|
|
2023
Q3 | $512K | Hold |
1,462
| – | – | 0.14% | 86 |
|
|
2023
Q2 | $499K | Buy |
1,462
+1,000
| +216% | +$341K | 0.13% | 86 |
|
|
2023
Q1 | $143K | Hold |
462
| – | – | 0.04% | 146 |
|
|
2022
Q4 | $143K | Hold |
462
| – | – | 0.05% | 135 |
|
|
2022
Q3 | $123K | Buy |
462
+37
| +9% | +$9.85K | 0.04% | 140 |
|
|
2022
Q2 | $116K | Hold |
425
| – | – | 0.04% | 142 |
|
|
2022
Q1 | $150K | Hold |
425
| – | – | 0.04% | 127 |
|
|
2021
Q4 | $127K | Buy |
+425
| New | +$127K | 0.03% | 139 |
|
|
2016
Q4 | – | Sell |
-825
| Closed | -$120K | – | 279 |
|
|
2016
Q3 | $120K | Hold |
825
| – | – | 0.07% | 125 |
|
|
2016
Q2 | $120K | Sell |
825
-10
| -1% | -$1.46K | 0.08% | 120 |
|
|
2016
Q1 | $118K | Buy |
835
+135
| +19% | +$19.1K | 0.08% | 129 |
|
|
2015
Q4 | $92K | Hold |
700
| – | – | 0.06% | 156 |
|
|
2015
Q3 | $91K | Hold |
700
| – | – | 0.06% | 151 |
|
|
2015
Q2 | $95K | Hold |
700
| – | – | 0.06% | 147 |
|
|
2015
Q1 | $101K | Hold |
700
| – | – | 0.06% | 143 |
|
|
2014
Q4 | $105K | Hold |
700
| – | – | 0.06% | 154 |
|
|
2014
Q3 | $97K | Hold |
700
| – | – | 0.06% | 161 |
|
|
2014
Q2 | $89K | Hold |
700
| – | – | 0.05% | 167 |
|
|
2014
Q1 | $87K | Hold |
700
| – | – | 0.06% | 147 |
|
|
2013
Q4 | $83K | Buy |
+700
| New | +$83K | 0.06% | 148 |
|