Curated 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 | $2.66M | Sell |
5,475
-93
| -2% | -$45.2K | 0.31% | 20 |
|
|
2025
Q1 | $2.97M | Buy |
5,568
+706
| +15% | +$376K | 0.38% | 18 |
|
|
2024
Q4 | $2.2M | Buy |
4,862
+2,918
| +150% | +$1.32M | 0.25% | 21 |
|
|
2024
Q3 | $895K | Buy |
1,944
+40
| +2% | +$18.4K | 0.11% | 55 |
|
|
2024
Q2 | $775K | Buy |
+1,904
| New | +$775K | 0.11% | 60 |
|
|
2024
Q1 | – | Sell |
-2,036
| Closed | -$726K | – | 27 |
|
|
2023
Q4 | $726K | Sell |
2,036
-27
| -1% | -$9.63K | 0.12% | 66 |
|
|
2023
Q3 | $723K | Sell |
2,063
-71
| -3% | -$24.9K | 0.13% | 59 |
|
|
2023
Q2 | $728K | Sell |
2,134
-65
| -3% | -$22.2K | 0.14% | 55 |
|
|
2023
Q1 | $679K | Sell |
2,199
-229
| -9% | -$70.7K | 0.15% | 53 |
|
|
2022
Q4 | $750K | Sell |
2,428
-1
| -0% | -$309 | 0.18% | 48 |
|
|
2022
Q3 | $651K | Buy |
2,429
+7
| +0.3% | +$1.88K | 0.19% | 44 |
|
|
2022
Q2 | $660K | Sell |
2,422
-1,752
| -42% | -$477K | 0.19% | 47 |
|
|
2022
Q1 | $1.25M | Hold |
4,174
| – | – | 0.42% | 27 |
|
|
2021
Q4 | $1.25M | Buy |
4,174
+36
| +0.9% | +$10.8K | 0.4% | 28 |
|
|
2021
Q3 | $1.13M | Buy |
4,138
+37
| +0.9% | +$10.1K | 0.63% | 30 |
|
|
2021
Q2 | $1.14M | Buy |
4,101
+321
| +8% | +$89.2K | 0.62% | 28 |
|
|
2021
Q1 | $966K | Buy |
3,780
+472
| +14% | +$121K | 0.59% | 30 |
|
|
2020
Q4 | $767K | Buy |
+3,308
| New | +$767K | 0.5% | 35 |
|