Core Wealth Advisors (Florida)’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $397K | Sell |
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|
2025
Q2 | $409K | Buy |
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|
2025
Q1 | $379K | Buy |
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|
2024
Q4 | $254K | Buy |
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|
2024
Q3 | $244K | Hold |
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|
2024
Q2 | $216K | Hold |
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|
2024
Q1 | $223K | Buy |
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|
2023
Q4 | $187K | Buy |
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|
2023
Q3 | $146K | Hold |
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|
2023
Q2 | $142K | Buy |
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|
2023
Q1 | $103K | Buy |
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|
2022
Q4 | $66.7K | Hold |
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|
2022
Q3 | $58K | Hold |
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|
2022
Q2 | $59K | Hold |
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|
2022
Q1 | $76K | Hold |
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|
2021
Q4 | $65K | Sell |
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|
2021
Q3 | $73K | Sell |
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|
2021
Q2 | $80K | Sell |
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|
2021
Q1 | $604K | Buy |
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|
2020
Q4 | $522K | Buy |
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|
2020
Q3 | $470K | Sell |
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|
2020
Q2 | $416K | Buy |
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|
2020
Q1 | $256K | Buy |
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|
2019
Q4 | $167K | Buy |
|