Clay Northam 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 | $867K | Buy |
1,785
+10
| +0.6% | +$4.86K | 0.55% | 29 |
|
|
2025
Q1 | $945K | Hold |
1,775
| – | – | 0.66% | 25 |
|
|
2024
Q4 | $805K | Hold |
1,775
| – | – | 0.52% | 31 |
|
|
2024
Q3 | $817K | Sell |
1,775
-5
| -0.3% | -$2.3K | 0.56% | 29 |
|
|
2024
Q2 | $724K | Hold |
1,780
| – | – | 0.55% | 29 |
|
|
2024
Q1 | $749K | Hold |
1,780
| – | – | 0.6% | 24 |
|
|
2023
Q4 | $635K | Hold |
1,780
| – | – | 0.56% | 26 |
|
|
2023
Q3 | $624K | Hold |
1,780
| – | – | 0.62% | 25 |
|
|
2023
Q2 | $607K | Sell |
1,780
-26
| -1% | -$8.87K | 0.58% | 26 |
|
|
2023
Q1 | $558K | Sell |
1,806
-9
| -0.5% | -$2.78K | 0.57% | 28 |
|
|
2022
Q4 | $561K | Sell |
1,815
-20
| -1% | -$6.18K | 0.65% | 27 |
|
|
2022
Q3 | $490K | Hold |
1,835
| – | – | 0.61% | 32 |
|
|
2022
Q2 | $501K | Hold |
1,835
| – | – | 0.62% | 34 |
|
|
2022
Q1 | $648K | Hold |
1,835
| – | – | 0.66% | 33 |
|
|
2021
Q4 | $549K | Buy |
+1,835
| New | +$549K | 0.52% | 42 |
|