Bradley & Co 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 | $11.9M | Sell |
24,431
-188
| -0.8% | -$91.3K | 7.27% | 2 |
|
|
2025
Q1 | $13.1M | Sell |
24,619
-632
| -3% | -$337K | 8.95% | 1 |
|
|
2024
Q4 | $11.4M | Buy |
+25,251
| New | +$11.4M | 7.15% | 5 |
|
|
2024
Q2 | $9.49M | Sell |
23,327
-758
| -3% | -$308K | 7.02% | 5 |
|
|
2024
Q1 | $10.1M | Buy |
24,085
+746
| +3% | +$314K | 8.19% | 2 |
|
|
2023
Q4 | $8.32M | Sell |
23,339
-36
| -0.2% | -$12.8K | 7.7% | 4 |
|
|
2023
Q3 | $8.19M | Buy |
23,375
+12
| +0.1% | +$4.2K | 8.54% | 2 |
|
|
2023
Q2 | $7.97M | Buy |
23,363
+174
| +0.8% | +$59.3K | 7.89% | 3 |
|
|
2023
Q1 | $7.16M | Sell |
23,189
-1,716
| -7% | -$530K | 7.84% | 3 |
|
|
2022
Q4 | $7.69M | Buy |
24,905
+408
| +2% | +$126K | 9.37% | 2 |
|
|
2022
Q3 | $6.54M | Sell |
24,497
-291
| -1% | -$77.7K | 7.8% | 2 |
|
|
2022
Q2 | $6.77M | Sell |
24,788
-226
| -0.9% | -$61.7K | 7.46% | 2 |
|
|
2022
Q1 | $8.83M | Sell |
25,014
-1,065
| -4% | -$376K | 7.59% | 2 |
|
|
2021
Q4 | $7.8M | Buy |
26,079
+724
| +3% | +$216K | 6.25% | 4 |
|
|
2021
Q3 | $6.92M | Buy |
25,355
+399
| +2% | +$109K | 5.97% | 3 |
|
|
2021
Q2 | $6.94M | Buy |
24,956
+224
| +0.9% | +$62.3K | 6.05% | 3 |
|
|
2021
Q1 | $6.32M | Buy |
+24,732
| New | +$6.32M | 5.83% | 2 |
|