Chico Wealth RIA’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 | $488K | Sell |
1,005
-100
| -9% | -$48.6K | 0.39% | 17 |
|
|
2025
Q1 | $589K | Buy |
1,105
+11
| +1% | +$5.86K | 0.51% | 16 |
|
|
2024
Q4 | $496K | Buy |
1,094
+21
| +2% | +$9.52K | 0.43% | 18 |
|
|
2024
Q3 | $494K | Buy |
1,073
+10
| +0.9% | +$4.6K | 0.42% | 19 |
|
|
2024
Q2 | $432K | Buy |
1,063
+4
| +0.4% | +$1.63K | 0.4% | 20 |
|
|
2024
Q1 | $445K | Buy |
1,059
+1
| +0.1% | +$421 | 0.42% | 19 |
|
|
2023
Q4 | $377K | Buy |
1,058
+8
| +0.8% | +$2.85K | 0.39% | 20 |
|
|
2023
Q3 | $368K | Buy |
+1,050
| New | +$368K | 0.44% | 17 |
|