Dynasty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,505
| Closed | -$3.46M | – | 229 |
|
|
2024
Q2 | $3.46M | Sell |
8,505
-158
| -2% | -$64.3K | 0.1% | 61 |
|
|
2024
Q1 | $3.64M | Buy |
+8,663
| New | +$3.64M | 0.12% | 54 |
|
|
2018
Q4 | – | Sell |
-8,227
| Closed | -$1.76M | – | 18 |
|
|
2018
Q3 | $1.76M | Buy |
8,227
+2,309
| +39% | +$494K | 2.27% | 10 |
|
|
2018
Q2 | $1.11M | Sell |
5,918
-572
| -9% | -$107K | 2.29% | 11 |
|
|
2018
Q1 | $1.3M | Buy |
6,490
+2,066
| +47% | +$412K | 0.54% | 9 |
|
|
2017
Q4 | $877K | Buy |
+4,424
| New | +$877K | 1.51% | 14 |
|