BOPW
Brandywine Oak Private Wealth’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.19M | Sell |
8,620
-274
| -3% | -$133K | 0.39% | 36 |
|
|
2025
Q1 | $4.74M | Sell |
8,894
-520
| -6% | -$277K | 0.46% | 34 |
|
|
2024
Q4 | $4.27M | Sell |
9,414
-200
| -2% | -$90.7K | 0.42% | 36 |
|
|
2024
Q3 | $4.42M | Buy |
9,614
+162
| +2% | +$74.6K | 0.43% | 37 |
|
|
2024
Q2 | $3.85M | Buy |
9,452
+4
| +0% | +$1.63K | 0.39% | 37 |
|
|
2024
Q1 | $3.97M | Sell |
9,448
-182
| -2% | -$76.5K | 0.41% | 37 |
|
|
2023
Q4 | $3.43M | Hold |
9,630
| – | – | 0.38% | 37 |
|
|
2023
Q3 | $3.37M | Hold |
9,630
| – | – | 0.4% | 35 |
|
|
2023
Q2 | $3.28M | Sell |
9,630
-445
| -4% | -$152K | 0.37% | 39 |
|
|
2023
Q1 | $3.11M | Hold |
10,075
| – | – | 0.36% | 39 |
|
|
2022
Q4 | $3.11M | Buy |
10,075
+1
| +0% | +$309 | 0.39% | 37 |
|
|
2022
Q3 | $2.69M | Sell |
10,074
-205
| -2% | -$54.7K | 0.37% | 43 |
|
|
2022
Q2 | $2.81M | Sell |
10,279
-272
| -3% | -$74.3K | 0.36% | 40 |
|
|
2022
Q1 | $3.72M | Buy |
10,551
+410
| +4% | +$145K | 0.43% | 44 |
|
|
2021
Q4 | $3.03M | Sell |
10,141
-193
| -2% | -$57.7K | 0.33% | 52 |
|
|
2021
Q3 | $2.82M | Buy |
10,334
+2,060
| +25% | +$562K | 0.33% | 51 |
|
|
2021
Q2 | $2.3M | Buy |
+8,274
| New | +$2.3M | 0.27% | 63 |
|
|
2019
Q1 | – | Sell |
-460
| Closed | -$93K | – | 272 |
|
|
2018
Q4 | $93K | Buy |
+460
| New | +$93K | 0.02% | 291 |
|