Destiny 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 | $9.23M | Buy |
19,005
+920
| +5% | +$447K | 1.24% | 29 |
|
|
2025
Q1 | $9.63M | Sell |
18,085
-140
| -0.8% | -$74.6K | 1.53% | 20 |
|
|
2024
Q4 | $8.26M | Buy |
18,225
+320
| +2% | +$145K | 1.35% | 26 |
|
|
2024
Q3 | $8.24M | Sell |
17,905
-11
| -0.1% | -$5.06K | 1.45% | 24 |
|
|
2024
Q2 | $7.29M | Sell |
17,916
-98
| -0.5% | -$39.9K | 1.31% | 27 |
|
|
2024
Q1 | $7.58M | Sell |
18,014
-423
| -2% | -$178K | 1.36% | 29 |
|
|
2023
Q4 | $6.71M | Sell |
18,437
-196
| -1% | -$71.3K | 1.26% | 32 |
|
|
2023
Q3 | $6.53M | Buy |
18,633
+478
| +3% | +$167K | 1.32% | 30 |
|
|
2023
Q2 | $6.28M | Sell |
18,155
-344
| -2% | -$119K | 1.2% | 30 |
|
|
2023
Q1 | $5.71M | Sell |
18,499
-49
| -0.3% | -$15.1K | 1.18% | 30 |
|
|
2022
Q4 | $5.73M | Buy |
18,548
+10
| +0.1% | +$3.09K | 1.24% | 27 |
|
|
2022
Q3 | $4.95M | Hold |
18,538
| – | – | 1.11% | 29 |
|
|
2022
Q2 | $5.06M | Buy |
18,538
+95
| +0.5% | +$25.9K | 1.12% | 31 |
|
|
2022
Q1 | $6.51M | Sell |
18,443
-457
| -2% | -$161K | 1.27% | 26 |
|
|
2021
Q4 | $5.65M | Sell |
18,900
-1,975
| -9% | -$591K | 1.09% | 37 |
|
|
2021
Q3 | $5.7M | Sell |
20,875
-221
| -1% | -$60.3K | 1.14% | 33 |
|
|
2021
Q2 | $5.86M | Sell |
21,096
-108
| -0.5% | -$30K | 1.12% | 32 |
|
|
2021
Q1 | $5.42M | Buy |
21,204
+73
| +0.3% | +$18.6K | 1.13% | 31 |
|
|
2020
Q4 | $4.9M | Buy |
+21,131
| New | +$4.9M | 1.02% | 36 |
|