Delap Wealth Advisory’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 | $239K | Sell |
493
-102
| -17% | -$49.5K | 0.12% | 72 |
|
|
2025
Q1 | $317K | Buy |
595
+10
| +2% | +$5.33K | 0.18% | 57 |
|
|
2024
Q4 | $265K | Sell |
585
-2
| -0.3% | -$907 | 0.16% | 69 |
|
|
2024
Q3 | $270K | Sell |
587
-270
| -32% | -$124K | 0.17% | 51 |
|
|
2024
Q2 | $349K | Sell |
857
-2,537
| -75% | -$1.03M | 0.16% | 69 |
|
|
2024
Q1 | $1.43M | Buy |
3,394
+2,762
| +437% | +$1.16M | 0.58% | 32 |
|
|
2023
Q4 | $225K | Buy |
+632
| New | +$225K | 0.1% | 87 |
|
|
2023
Q1 | – | Sell |
-1,341
| Closed | -$414K | – | 62 |
|
|
2022
Q4 | $414K | Buy |
+1,341
| New | +$414K | 0.43% | 41 |
|