Denver 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 | $1.34M | Buy |
2,750
+18
| +0.7% | +$8.74K | 0.55% | 25 |
|
|
2025
Q1 | $1.46M | Hold |
2,732
| – | – | 0.66% | 21 |
|
|
2024
Q4 | $1.24M | Hold |
2,732
| – | – | 0.56% | 27 |
|
|
2024
Q3 | $1.26M | Sell |
2,732
-36
| -1% | -$16.6K | 0.58% | 27 |
|
|
2024
Q2 | $1.13M | Buy |
2,768
+66
| +2% | +$26.8K | 0.56% | 28 |
|
|
2024
Q1 | $1.14M | Hold |
2,702
| – | – | 0.58% | 28 |
|
|
2023
Q4 | $964K | Buy |
2,702
+100
| +4% | +$35.7K | 0.55% | 31 |
|
|
2023
Q3 | $911K | Hold |
2,602
| – | – | 0.59% | 31 |
|
|
2023
Q2 | $887K | Buy |
2,602
+80
| +3% | +$27.3K | 0.62% | 31 |
|
|
2023
Q1 | $779K | Buy |
2,522
+345
| +16% | +$107K | 0.54% | 37 |
|
|
2022
Q4 | $672K | Buy |
2,177
+150
| +7% | +$46.3K | 0.5% | 39 |
|
|
2022
Q3 | $541K | Buy |
2,027
+500
| +33% | +$133K | 0.51% | 32 |
|
|
2022
Q2 | $417K | Buy |
+1,527
| New | +$417K | 0.44% | 31 |
|
|
2021
Q4 | $418K | Buy |
+1,398
| New | +$418K | 0.4% | 26 |
|
|
2021
Q1 | $503K | Buy |
+1,426
| New | +$503K | 0.53% | 25 |
|