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Dorchester Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Dorchester Wealth Management’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$4.21M Sell
9,298
-84
-0.9% -$38.1K 0.84% 38
2024
Q3 		$4.32M Sell
9,382
-1,398
-13% -$643K 0.79% 39
2024
Q2 		$4.39M Hold
10,780
– – 0.85% 40
2024
Q1 		$4.53M Hold
10,780
– – 0.82% 40
2023
Q4 		$3.84M Hold
10,780
– – 0.71% 43
2023
Q3 		$3.78M Buy
10,780
+630
+6% +$221K 0.76% 44
2023
Q2 		$3.46M Hold
10,150
– – 0.7% 44
2023
Q1 		$3.13M Buy
10,150
+920
+10% +$284K 0.65% 46
2022
Q4 		$2.85M Sell
9,230
-1,515
-14% -$468K 0.68% 46
2022
Q3 		$2.87M Hold
10,745
– – 0.63% 47
2022
Q2 		$2.93M Buy
10,745
+2,385
+29% +$651K 0.58% 47
2022
Q1 		$3.69M Buy
8,360
+4,600
+122% +$2.03M 0.59% 46
2021
Q4 		$1.12M Buy
3,760
+627
+20% +$187K 0.22% 63
2021
Q3 		$855K Buy
3,133
+45
+1% +$12.3K 0.21% 64
2021
Q2 		$858K Buy
3,088
+14
+0.5% +$3.89K 0.2% 67
2021
Q1 		$785K Sell
3,074
-80
-3% -$20.4K 0.19% 71
2020
Q4 		$731K Buy
3,154
+1,000
+46% +$232K 0.19% 69
2020
Q3 		$459K Hold
2,154
– – 0.14% 86
2020
Q2 		$385K Sell
2,154
-2,111
-49% -$377K 0.12% 92
2020
Q1 		$780K Sell
4,265
-490
-10% -$89.6K 0.29% 61
2019
Q4 		$1.08M Sell
4,755
-35
-0.7% -$7.93K 0.3% 56
2019
Q3 		$996K Buy
4,790
+40
+0.8% +$8.32K 0.29% 52
2019
Q2 		$1.01M Buy
4,750
+1,330
+39% +$284K 0.3% 51
2019
Q1 		$687K Buy
3,420
+1,490
+77% +$299K 0.21% 64
2018
Q4 		$394K Buy
1,930
+881
+84% +$180K 0.14% 79
2018
Q3 		$225K Buy
+1,049
New +$225K 0.07% 104