Campbell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $729K | Buy |
1,609
+559
| +53% | +$253K | 0.07% | 34 |
|
|
2024
Q3 | $483K | Sell |
1,050
-496
| -32% | -$228K | 0.04% | 34 |
|
|
2024
Q2 | $629K | Sell |
1,546
-120
| -7% | -$48.8K | 0.2% | 16 |
|
|
2024
Q1 | $701K | Buy |
1,666
+563
| +51% | +$237K | 0.07% | 34 |
|
|
2023
Q4 | $393K | Sell |
1,103
-889
| -45% | -$317K | 0.05% | 39 |
|
|
2023
Q3 | $698K | Sell |
1,992
-99
| -5% | -$34.7K | 0.09% | 30 |
|
|
2023
Q2 | $713K | Buy |
2,091
+60
| +3% | +$20.5K | 0.09% | 26 |
|
|
2023
Q1 | $627K | Buy |
2,031
+206
| +11% | +$63.6K | 0.08% | 33 |
|
|
2022
Q4 | $564K | Sell |
1,825
-122
| -6% | -$37.7K | 0.08% | 34 |
|
|
2022
Q3 | $520K | Buy |
1,947
+583
| +43% | +$156K | 0.08% | 33 |
|
|
2022
Q2 | $372K | Sell |
1,364
-436
| -24% | -$119K | 0.05% | 33 |
|
|
2022
Q1 | $635K | Buy |
1,800
+5
| +0.3% | +$1.76K | 0.08% | 28 |
|
|
2021
Q4 | $537K | Hold |
1,795
| – | – | 0.06% | 29 |
|
|
2021
Q3 | $490K | Hold |
1,795
| – | – | 0.07% | 30 |
|
|
2021
Q2 | $499K | Buy |
1,795
+950
| +112% | +$264K | 0.07% | 29 |
|
|
2021
Q1 | $216K | Sell |
845
-225
| -21% | -$57.5K | 0.03% | 63 |
|
|
2020
Q4 | $248K | Sell |
1,070
-151
| -12% | -$35K | 0.04% | 50 |
|
|
2020
Q3 | $260K | Hold |
1,221
| – | – | 0.04% | 43 |
|
|
2020
Q2 | $218K | Sell |
1,221
-38
| -3% | -$6.79K | 0.04% | 48 |
|
|
2020
Q1 | $230K | Sell |
1,259
-152
| -11% | -$27.8K | 0.05% | 40 |
|
|
2019
Q4 | $320K | Buy |
1,411
+95
| +7% | +$21.5K | 0.06% | 40 |
|
|
2019
Q3 | $274K | Buy |
+1,316
| New | +$274K | 0.06% | 49 |
|