Defined Wealth Management’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 | $1.09M | Buy |
2,238
+5
| +0.2% | +$2.43K | 0.67% | 43 |
|
|
2025
Q1 | $1.19M | Buy |
2,233
+64
| +3% | +$34.1K | 0.8% | 36 |
|
|
2024
Q4 | $983K | Buy |
2,169
+11
| +0.5% | +$4.99K | 0.65% | 42 |
|
|
2024
Q3 | $993K | Buy |
2,158
+36
| +2% | +$16.6K | 0.65% | 41 |
|
|
2024
Q2 | $863K | Buy |
2,122
+43
| +2% | +$17.5K | 0.6% | 44 |
|
|
2024
Q1 | $874K | Buy |
2,079
+19
| +0.9% | +$7.99K | 0.63% | 44 |
|
|
2023
Q4 | $735K | Sell |
2,060
-27
| -1% | -$9.63K | 0.56% | 47 |
|
|
2023
Q3 | $731K | Buy |
2,087
+26
| +1% | +$9.11K | 0.62% | 45 |
|
|
2023
Q2 | $703K | Buy |
2,061
+663
| +47% | +$226K | 0.59% | 46 |
|
|
2023
Q1 | $432K | Hold |
1,398
| – | – | 0.4% | 65 |
|
|
2022
Q4 | $432K | Sell |
1,398
-18
| -1% | -$5.56K | 0.41% | 68 |
|
|
2022
Q3 | $378K | Buy |
1,416
+8
| +0.6% | +$2.14K | 0.41% | 64 |
|
|
2022
Q2 | $384K | Buy |
1,408
+5
| +0.4% | +$1.36K | 0.39% | 65 |
|
|
2022
Q1 | $495K | Buy |
1,403
+7
| +0.5% | +$2.47K | 0.44% | 51 |
|
|
2021
Q4 | $417K | Hold |
1,396
| – | – | 0.34% | 64 |
|
|
2021
Q3 | $381K | Hold |
1,396
| – | – | 0.34% | 65 |
|
|
2021
Q2 | $388K | Hold |
1,396
| – | – | 0.34% | 66 |
|
|
2021
Q1 | $357K | Hold |
1,396
| – | – | 0.34% | 65 |
|
|
2020
Q4 | $324K | Buy |
+1,396
| New | +$324K | 0.32% | 66 |
|