Consilium Wealth Advisory’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 | $1.34M | Buy |
2,761
+80
| +3% | +$38.9K | 0.57% | 33 |
|
|
2025
Q1 | $1.43M | Sell |
2,681
-28
| -1% | -$14.9K | 0.72% | 32 |
|
|
2024
Q4 | $1.23M | Sell |
2,709
-6
| -0.2% | -$2.72K | 0.59% | 36 |
|
|
2024
Q3 | $1.25M | Buy |
2,715
+76
| +3% | +$35K | 0.68% | 33 |
|
|
2024
Q2 | $1.07M | Sell |
2,639
-303
| -10% | -$123K | 0.59% | 34 |
|
|
2024
Q1 | $1.24M | Buy |
2,942
+130
| +5% | +$54.7K | 0.7% | 32 |
|
|
2023
Q4 | $1M | Buy |
2,812
+190
| +7% | +$67.8K | 0.6% | 31 |
|
|
2023
Q3 | $918K | Buy |
2,622
+417
| +19% | +$146K | 0.64% | 28 |
|
|
2023
Q2 | $752K | Buy |
2,205
+308
| +16% | +$105K | 0.52% | 34 |
|
|
2023
Q1 | $586K | Sell |
1,897
-236
| -11% | -$72.9K | 0.5% | 39 |
|
|
2022
Q4 | $659K | Buy |
+2,133
| New | +$659K | 0.56% | 39 |
|