Consilio 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 | $1.18M | Sell |
2,426
-8
| -0.3% | -$3.89K | 0.42% | 27 |
|
|
2025
Q1 | $1.3M | Buy |
2,434
+49
| +2% | +$26.1K | 0.54% | 21 |
|
|
2024
Q4 | $1.08M | Buy |
2,385
+40
| +2% | +$18.1K | 0.44% | 27 |
|
|
2024
Q3 | $1.08M | Sell |
2,345
-58
| -2% | -$26.7K | 0.45% | 26 |
|
|
2024
Q2 | $978K | Buy |
2,403
+33
| +1% | +$13.4K | 0.44% | 26 |
|
|
2024
Q1 | $997K | Buy |
2,370
+199
| +9% | +$83.7K | 0.47% | 25 |
|
|
2023
Q4 | $774K | Buy |
2,171
+758
| +54% | +$270K | 0.39% | 27 |
|
|
2023
Q3 | $485K | Buy |
1,413
+145
| +11% | +$49.8K | 0.28% | 35 |
|
|
2023
Q2 | $432K | Buy |
1,268
+180
| +17% | +$61.4K | 0.24% | 37 |
|
|
2023
Q1 | $336K | Buy |
1,088
+127
| +13% | +$39.2K | 0.19% | 41 |
|
|
2022
Q4 | $297K | Buy |
961
+66
| +7% | +$20.4K | 0.19% | 37 |
|
|
2022
Q3 | $239K | Buy |
+895
| New | +$239K | 0.19% | 44 |
|