CarsonAllaria 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 | $1.22M | Hold |
2,503
| – | – | 0.65% | 26 |
|
|
2025
Q1 | $1.33M | Buy |
2,503
+20
| +0.8% | +$10.7K | 0.77% | 26 |
|
|
2024
Q4 | $1.13M | Sell |
2,483
-47
| -2% | -$21.3K | 0.64% | 27 |
|
|
2024
Q3 | $1.16M | Hold |
2,530
| – | – | 0.67% | 26 |
|
|
2024
Q2 | $1.03M | Hold |
2,530
| – | – | 0.63% | 26 |
|
|
2024
Q1 | $1.06M | Sell |
2,530
-50
| -2% | -$21K | 0.67% | 26 |
|
|
2023
Q4 | $920K | Hold |
2,580
| – | – | 0.66% | 25 |
|
|
2023
Q3 | $904K | Sell |
2,580
-70
| -3% | -$24.5K | 0.73% | 24 |
|
|
2023
Q2 | $904K | Buy |
2,650
+70
| +3% | +$23.9K | 0.71% | 24 |
|
|
2023
Q1 | $797K | Hold |
2,580
| – | – | 0.67% | 24 |
|
|
2022
Q4 | $797K | Buy |
2,580
+404
| +19% | +$125K | 0.7% | 24 |
|
|
2022
Q3 | $581K | Buy |
2,176
+147
| +7% | +$39.3K | 0.54% | 23 |
|
|
2022
Q2 | $554K | Hold |
2,029
| – | – | 0.52% | 28 |
|
|
2022
Q1 | $716K | Hold |
2,029
| – | – | 0.64% | 25 |
|
|
2021
Q4 | $607K | Buy |
+2,029
| New | +$607K | 0.54% | 28 |
|