Buck Wealth Strategies’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 | $314K | Buy |
647
+212
| +49% | +$103K | 0.05% | 126 |
|
2025
Q1 | $232K | Sell |
435
-254
| -37% | -$135K | 0.04% | 118 |
|
2024
Q4 | $312K | Buy |
+689
| New | +$312K | 0.06% | 72 |
|
2024
Q2 | – | Sell |
-2,080
| Closed | -$875K | – | 75 |
|
2024
Q1 | $875K | Buy |
+2,080
| New | +$875K | 0.3% | 47 |
|
2023
Q4 | – | Sell |
-493
| Closed | -$173K | – | 104 |
|
2023
Q3 | $173K | Hold |
493
| – | – | 0.07% | 65 |
|
2023
Q2 | $168K | Buy |
493
+164
| +50% | +$55.9K | 0.07% | 39 |
|
2023
Q1 | $102K | Buy |
+329
| New | +$102K | 0.05% | 45 |
|