Choice Wealth Advisors’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 | $821K | Sell |
1,691
-63
| -4% | -$30.6K | 0.37% | 19 |
|
2025
Q1 | $934K | Sell |
1,754
-65
| -4% | -$34.6K | 0.49% | 18 |
|
2024
Q4 | $825K | Sell |
1,819
-69
| -4% | -$31.3K | 0.42% | 18 |
|
2024
Q3 | $869K | Sell |
1,888
-24
| -1% | -$11K | 0.43% | 19 |
|
2024
Q2 | $778K | Sell |
1,912
-40
| -2% | -$16.3K | 0.41% | 18 |
|
2024
Q1 | $821K | Hold |
1,952
| – | – | 0.5% | 17 |
|
2023
Q4 | $696K | Hold |
1,952
| – | – | 0.43% | 22 |
|
2023
Q3 | $684K | Hold |
1,952
| – | – | 0.48% | 18 |
|
2023
Q2 | $666K | Hold |
1,952
| – | – | 0.45% | 19 |
|
2023
Q1 | $603K | Hold |
1,952
| – | – | 0.44% | 16 |
|
2022
Q4 | $603K | Hold |
1,952
| – | – | 0.45% | 19 |
|
2022
Q3 | $521K | Buy |
+1,952
| New | +$521K | 0.44% | 17 |
|
2022
Q2 | – | Sell |
-1,952
| Closed | -$673K | – | 36 |
|
2022
Q1 | $673K | Hold |
1,952
| – | – | 0.53% | 15 |
|
2021
Q4 | $584K | Hold |
1,952
| – | – | 0.43% | 18 |
|
2021
Q3 | $533K | Buy |
+1,952
| New | +$533K | 0.43% | 18 |
|