Elevate Wealth Advisory’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 | $2.16M | Sell |
4,452
-632
| -12% | -$307K | 1.54% | 16 |
|
|
2025
Q1 | $2.71M | Buy |
5,084
+1,018
| +25% | +$542K | 1.92% | 14 |
|
|
2024
Q4 | $1.84M | Buy |
4,066
+795
| +24% | +$360K | 1.38% | 20 |
|
|
2024
Q3 | $1.51M | Hold |
3,271
| – | – | 1.12% | 22 |
|
|
2024
Q2 | $1.33M | Hold |
3,271
| – | – | 1.08% | 21 |
|
|
2024
Q1 | $1.38M | Sell |
3,271
-1
| -0% | -$421 | 1.2% | 22 |
|
|
2023
Q4 | $1.17M | Buy |
+3,272
| New | +$1.17M | 1.07% | 26 |
|