Boyd 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 | $459K | Hold |
945
| – | – | 0.2% | 39 |
|
|
2025
Q1 | $503K | Hold |
945
| – | – | 0.25% | 30 |
|
|
2024
Q4 | $428K | Hold |
945
| – | – | 0.21% | 34 |
|
|
2024
Q3 | $435K | Buy |
945
+82
| +10% | +$37.7K | 0.22% | 35 |
|
|
2024
Q2 | $351K | Hold |
863
| – | – | 0.19% | 34 |
|
|
2024
Q1 | $363K | Hold |
863
| – | – | 0.21% | 36 |
|
|
2023
Q4 | $308K | Hold |
863
| – | – | 0.19% | 36 |
|
|
2023
Q3 | $302K | Hold |
863
| – | – | 0.2% | 37 |
|
|
2023
Q2 | $294K | Hold |
863
| – | – | 0.18% | 37 |
|
|
2023
Q1 | $266K | Hold |
863
| – | – | 0.19% | 38 |
|
|
2022
Q4 | $267K | Hold |
863
| – | – | 0.2% | 39 |
|
|
2022
Q3 | $230K | Buy |
+863
| New | +$230K | 0.18% | 39 |
|