Cook Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,898
| Closed | -$715K | – | 56 |
|
|
2023
Q4 | $715K | Buy |
+1,898
| New | +$715K | 0.45% | 23 |
|
|
2023
Q3 | – | Sell |
-748
| Closed | -$261K | – | 53 |
|
|
2023
Q2 | $261K | Sell |
748
-9
| -1% | -$3.14K | 0.2% | 31 |
|
|
2023
Q1 | $247K | Buy |
+757
| New | +$247K | 0.21% | 35 |
|