Crestmont Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Buy |
1,602
+137
| +9% | +$66.6K | 0.28% | 23 |
|
|
2025
Q1 | $780K | Buy |
1,465
+197
| +16% | +$105K | 0.34% | 15 |
|
|
2024
Q4 | $575K | Buy |
1,268
+42
| +3% | +$19K | 0.26% | 27 |
|
|
2024
Q3 | $564K | Buy |
1,226
+85
| +7% | +$39.1K | 0.25% | 30 |
|
|
2024
Q2 | $464K | Sell |
1,141
-50
| -4% | -$20.3K | 0.22% | 27 |
|
|
2024
Q1 | $501K | Buy |
1,191
+116
| +11% | +$48.8K | 0.25% | 23 |
|
|
2023
Q4 | $383K | Sell |
1,075
-27
| -2% | -$9.63K | 0.2% | 24 |
|
|
2023
Q3 | $386K | Sell |
1,102
-315
| -22% | -$110K | 0.24% | 17 |
|
|
2023
Q2 | $483K | Buy |
1,417
+134
| +10% | +$45.7K | 0.28% | 17 |
|
|
2023
Q1 | $396K | Buy |
1,283
+41
| +3% | +$12.7K | 0.26% | 18 |
|
|
2022
Q4 | $384K | Buy |
+1,242
| New | +$384K | 0.26% | 16 |
|
|
2022
Q3 | – | Sell |
-932
| Closed | -$254K | – | 24 |
|
|
2022
Q2 | $254K | Buy |
932
+922
| +9,220% | +$251K | 0.25% | 18 |
|
|
2022
Q1 | $4K | Buy |
+10
| New | +$4K | ﹤0.01% | 43 |
|