Core Wealth Partners’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 | $6.83M | Buy |
14,056
+799
| +6% | +$388K | 3.46% | 4 |
|
|
2025
Q1 | $7.06M | Buy |
13,257
+576
| +5% | +$307K | 4.11% | 3 |
|
|
2024
Q4 | $5.75M | Buy |
12,681
+283
| +2% | +$128K | 3.29% | 4 |
|
|
2024
Q3 | $5.71M | Buy |
12,398
+621
| +5% | +$286K | 3.46% | 4 |
|
|
2024
Q2 | $4.79M | Buy |
11,777
+356
| +3% | +$145K | 3.27% | 5 |
|
|
2024
Q1 | $4.8M | Buy |
11,421
+298
| +3% | +$125K | 3.63% | 5 |
|
|
2023
Q4 | $3.97M | Buy |
11,123
+814
| +8% | +$290K | 3.25% | 6 |
|
|
2023
Q3 | $3.61M | Sell |
10,309
-133
| -1% | -$46.6K | 3.28% | 7 |
|
|
2023
Q2 | $3.56M | Buy |
10,442
+335
| +3% | +$114K | 3.29% | 6 |
|
|
2023
Q1 | $3.12M | Buy |
10,107
+5,238
| +108% | +$1.62M | 3.13% | 9 |
|
|
2022
Q4 | $544K | Buy |
+4,869
| New | +$544K | 0.61% | 44 |
|