Boyce & Associates Wealth Consulting’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
Q1 | – | Sell |
-1,581
| Closed | -$717K | – | 71 |
|
|
2024
Q4 | $717K | Hold |
1,581
| – | – | 0.73% | 31 |
|
|
2024
Q3 | $728K | Hold |
1,581
| – | – | 0.76% | 28 |
|
|
2024
Q2 | $643K | Hold |
1,581
| – | – | 0.76% | 28 |
|
|
2024
Q1 | $665K | Hold |
1,581
| – | – | 0.86% | 23 |
|
|
2023
Q4 | $564K | Hold |
1,581
| – | – | 0.82% | 24 |
|
|
2023
Q3 | $554K | Buy |
1,581
+68
| +4% | +$23.8K | 0.92% | 20 |
|
|
2023
Q2 | $516K | Hold |
1,513
| – | – | 0.86% | 20 |
|
|
2023
Q1 | $473K | Hold |
1,513
| – | – | 0.85% | 25 |
|
|
2022
Q4 | $467K | Hold |
1,513
| – | – | 0.89% | 21 |
|
|
2022
Q3 | $404K | Hold |
1,513
| – | – | 0.83% | 21 |
|
|
2022
Q2 | $413K | Hold |
1,513
| – | – | 0.75% | 24 |
|
|
2022
Q1 | $534K | Buy |
+1,513
| New | +$534K | 0.8% | 26 |
|