Bridgewealth Advisory Group’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 | $1.97M | Buy |
4,064
+2,236
| +122% | +$1.09M | 0.5% | 33 |
|
|
2025
Q1 | $974K | Sell |
1,828
-2,146
| -54% | -$1.14M | 1.28% | 25 |
|
|
2024
Q4 | $1.91M | Buy |
3,974
+211
| +6% | +$101K | 0.54% | 34 |
|
|
2024
Q3 | $1.73M | Buy |
3,763
+558
| +17% | +$257K | 0.63% | 33 |
|
|
2024
Q2 | $1.3M | Buy |
3,205
+193
| +6% | +$78.5K | 0.58% | 33 |
|
|
2024
Q1 | $1.27M | Sell |
3,012
-1,078
| -26% | -$453K | 0.62% | 31 |
|
|
2023
Q4 | $1.46M | Sell |
4,090
-230
| -5% | -$82K | 1.12% | 23 |
|
|
2023
Q3 | $1.51M | Buy |
4,320
+148
| +4% | +$51.8K | 1.86% | 12 |
|
|
2023
Q2 | $1.42M | Buy |
4,172
+111
| +3% | +$37.9K | 2.31% | 10 |
|
|
2023
Q1 | $1.25M | Sell |
4,061
-100
| -2% | -$30.9K | 2.31% | 10 |
|
|
2022
Q4 | $1.29M | Buy |
+4,161
| New | +$1.29M | 2.52% | 9 |
|