Brickley 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 | $504K | Buy |
1,038
+73
| +8% | +$35.5K | 0.1% | 31 |
|
2025
Q1 | $514K | Buy |
965
+24
| +3% | +$12.8K | 0.11% | 31 |
|
2024
Q4 | $427K | Sell |
941
-17
| -2% | -$7.71K | 0.09% | 34 |
|
2024
Q3 | $441K | Sell |
958
-19
| -2% | -$8.75K | 0.09% | 35 |
|
2024
Q2 | $397K | Sell |
977
-11
| -1% | -$4.48K | 0.09% | 35 |
|
2024
Q1 | $415K | Buy |
988
+9
| +0.9% | +$3.79K | 0.1% | 35 |
|
2023
Q4 | $349K | Buy |
979
+16
| +2% | +$5.71K | 0.08% | 34 |
|
2023
Q3 | $337K | Buy |
963
+9
| +0.9% | +$3.15K | 0.09% | 32 |
|
2023
Q2 | $325K | Buy |
954
+35
| +4% | +$11.9K | 0.08% | 32 |
|
2023
Q1 | $284K | Buy |
919
+18
| +2% | +$5.56K | 0.08% | 33 |
|
2022
Q4 | $278K | Buy |
901
+28
| +3% | +$8.65K | 0.08% | 34 |
|
2022
Q3 | $233K | Sell |
873
-54
| -6% | -$14.4K | 0.08% | 35 |
|
2022
Q2 | $253K | Buy |
927
+38
| +4% | +$10.4K | 0.08% | 39 |
|
2022
Q1 | $314K | Hold |
889
| – | – | 0.08% | 35 |
|
2021
Q4 | $266K | Buy |
889
+92
| +12% | +$27.5K | 0.06% | 40 |
|
2021
Q3 | $218K | Buy |
797
+23
| +3% | +$6.29K | 0.05% | 42 |
|
2021
Q2 | $215K | Buy |
+774
| New | +$215K | 0.05% | 41 |
|
2020
Q1 | – | Sell |
-2,996
| Closed | -$679K | – | 41 |
|
2019
Q4 | $679K | Hold |
2,996
| – | – | 0.25% | 24 |
|
2019
Q3 | $623K | Buy |
2,996
+21
| +0.7% | +$4.37K | 0.26% | 25 |
|
2019
Q2 | $634K | Buy |
2,975
+67
| +2% | +$14.3K | 0.26% | 23 |
|
2019
Q1 | $584K | Hold |
2,908
| – | – | 0.26% | 25 |
|
2018
Q4 | $594K | Hold |
2,908
| – | – | 0.29% | 25 |
|
2018
Q3 | $623K | Buy |
+2,908
| New | +$623K | 0.29% | 25 |
|