Dougherty Wealth Advisers’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 | $110K | Sell |
227
-10
| -4% | -$4.86K | 0.07% | 58 |
|
|
2025
Q1 | $126K | Sell |
237
-5
| -2% | -$2.66K | 0.09% | 54 |
|
|
2024
Q4 | $110K | Sell |
242
-6
| -2% | -$2.72K | 0.09% | 57 |
|
|
2024
Q3 | $114K | Sell |
248
-6
| -2% | -$2.76K | 0.09% | 54 |
|
|
2024
Q2 | $103K | Hold |
254
| – | – | 0.09% | 54 |
|
|
2024
Q1 | $107K | Hold |
254
| – | – | 0.09% | 55 |
|
|
2023
Q4 | $90.6K | Sell |
254
-128
| -34% | -$45.7K | 0.08% | 65 |
|
|
2023
Q3 | $134K | Hold |
382
| – | – | 0.15% | 42 |
|
|
2023
Q2 | $130K | Hold |
382
| – | – | 0.18% | 46 |
|
|
2023
Q1 | $118K | Hold |
382
| – | – | 0.18% | 47 |
|
|
2022
Q4 | $118K | Sell |
382
-48
| -11% | -$14.8K | 0.19% | 50 |
|
|
2022
Q3 | $115K | Buy |
+430
| New | +$115K | 0.23% | 46 |
|
|
2019
Q3 | – | Sell |
-529
| Closed | -$113K | – | 182 |
|
|
2019
Q2 | $113K | Buy |
529
+500
| +1,724% | +$107K | 0.32% | 62 |
|
|
2019
Q1 | $6K | Hold |
29
| – | – | 0.02% | 180 |
|
|
2018
Q4 | $6K | Buy |
+29
| New | +$6K | 0.02% | 190 |
|