Elite 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-628
| Closed | -$334K | – | 32 |
|
|
2025
Q1 | $334K | Buy |
+628
| New | +$334K | 0.04% | 28 |
|
|
2024
Q2 | – | Sell |
-2,365
| Closed | -$995K | – | 46 |
|
|
2024
Q1 | $995K | Buy |
+2,365
| New | +$995K | 0.04% | 29 |
|
|
2023
Q2 | – | Sell |
-967
| Closed | -$299K | – | 50 |
|
|
2023
Q1 | $299K | Buy |
967
+8
| +0.8% | +$2.47K | 0.02% | 45 |
|
|
2022
Q4 | $296K | Buy |
+959
| New | +$296K | 0.03% | 45 |
|
|
2019
Q1 | – | Sell |
-9,918
| Closed | -$2.03M | – | 33 |
|
|
2018
Q4 | $2.03M | Buy |
9,918
+80
| +0.8% | +$16.3K | 1.97% | 12 |
|
|
2018
Q3 | $2.11M | Buy |
9,838
+108
| +1% | +$23.1K | 0.45% | 15 |
|
|
2018
Q2 | $1.82M | Buy |
9,730
+820
| +9% | +$153K | 0.65% | 18 |
|
|
2018
Q1 | $1.78M | Buy |
8,910
+438
| +5% | +$87.4K | 1.46% | 19 |
|
|
2017
Q4 | $1.68M | Buy |
+8,472
| New | +$1.68M | 1.41% | 18 |
|
|
2016
Q3 | $6K | Buy |
+41
| New | +$6K | 0.01% | 122 |
|
|
2015
Q4 | – | Sell |
-15,245
| Closed | -$1.99M | – | 47 |
|
|
2015
Q3 | $1.99M | Sell |
15,245
-4,339
| -22% | -$566K | 3.13% | 6 |
|
|
2015
Q2 | $2.67M | Sell |
19,584
-1,735
| -8% | -$236K | 2.76% | 5 |
|
|
2015
Q1 | $3.08M | Buy |
21,319
+8,800
| +70% | +$1.27M | 2.72% | 5 |
|
|
2014
Q4 | $1.88M | Buy |
12,519
+1,100
| +10% | +$165K | 1.79% | 7 |
|
|
2014
Q3 | $1.58M | Buy |
11,419
+4,504
| +65% | +$622K | 1.42% | 8 |
|
|
2014
Q2 | $875K | Sell |
6,915
-2,248
| -25% | -$284K | 0.87% | 27 |
|
|
2014
Q1 | $1.15M | Sell |
9,163
-20,842
| -69% | -$2.6M | 0.93% | 28 |
|
|
2013
Q4 | $3.56M | Buy |
30,005
+27,561
| +1,128% | +$3.27M | 2.6% | 6 |
|
|
2013
Q3 | $277K | Buy |
2,444
+1,836
| +302% | +$208K | 0.24% | 62 |
|
|
2013
Q2 | $68K | Buy |
+608
| New | +$68K | 0.1% | 106 |
|