Core 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 | $409K | Buy |
841
+130
| +18% | +$63.2K | 0.12% | 54 |
|
|
2025
Q1 | $379K | Buy |
711
+150
| +27% | +$79.9K | 0.12% | 50 |
|
|
2024
Q4 | $254K | Buy |
561
+30
| +6% | +$13.6K | 0.08% | 56 |
|
|
2024
Q3 | $244K | Hold |
531
| – | – | 0.08% | 54 |
|
|
2024
Q2 | $216K | Hold |
531
| – | – | 0.07% | 54 |
|
|
2024
Q1 | $223K | Buy |
531
+8
| +2% | +$3.36K | 0.08% | 53 |
|
|
2023
Q4 | $187K | Buy |
523
+106
| +25% | +$37.8K | 0.07% | 48 |
|
|
2023
Q3 | $146K | Hold |
417
| – | – | 0.06% | 52 |
|
|
2023
Q2 | $142K | Buy |
417
+85
| +26% | +$29K | 0.06% | 53 |
|
|
2023
Q1 | $103K | Buy |
332
+116
| +54% | +$35.8K | 0.04% | 63 |
|
|
2022
Q4 | $66.7K | Hold |
216
| – | – | 0.03% | 74 |
|
|
2022
Q3 | $58K | Hold |
216
| – | – | 0.03% | 63 |
|
|
2022
Q2 | $59K | Hold |
216
| – | – | 0.04% | 62 |
|
|
2022
Q1 | $76K | Hold |
216
| – | – | 0.04% | 60 |
|
|
2021
Q4 | $65K | Sell |
216
-50
| -19% | -$15K | 0.04% | 71 |
|
|
2021
Q3 | $73K | Sell |
266
-21
| -7% | -$5.76K | 0.05% | 68 |
|
|
2021
Q2 | $80K | Sell |
287
-2,076
| -88% | -$579K | 0.05% | 60 |
|
|
2021
Q1 | $604K | Buy |
2,363
+113
| +5% | +$28.9K | 0.53% | 22 |
|
|
2020
Q4 | $522K | Buy |
2,250
+43
| +2% | +$9.98K | 0.47% | 24 |
|
|
2020
Q3 | $470K | Sell |
2,207
-125
| -5% | -$26.6K | 0.44% | 25 |
|
|
2020
Q2 | $416K | Buy |
2,332
+931
| +66% | +$166K | 0.37% | 31 |
|
|
2020
Q1 | $256K | Buy |
1,401
+662
| +90% | +$121K | 0.19% | 28 |
|
|
2019
Q4 | $167K | Buy |
+739
| New | +$167K | 0.1% | 35 |
|