Elk River 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 | $1.02M | Hold |
2,110
| – | – | 0.18% | 50 |
|
|
2025
Q1 | $1.12M | Hold |
2,110
| – | – | 0.21% | 50 |
|
|
2024
Q4 | $956K | Hold |
2,110
| – | – | 0.17% | 51 |
|
|
2024
Q3 | $971K | Buy |
+2,110
| New | +$971K | 0.18% | 52 |
|
|
2024
Q1 | – | Sell |
-4,000
| Closed | -$1.43M | – | 101 |
|
|
2023
Q4 | $1.43M | Buy |
4,000
+1,522
| +61% | +$543K | 0.27% | 50 |
|
|
2023
Q3 | $868K | Sell |
2,478
-204
| -8% | -$71.5K | 0.19% | 53 |
|
|
2023
Q2 | $915K | Hold |
2,682
| – | – | 0.2% | 53 |
|
|
2023
Q1 | $828K | Sell |
2,682
-125
| -4% | -$38.6K | 0.19% | 57 |
|
|
2022
Q4 | $867K | Sell |
2,807
-77
| -3% | -$23.8K | 0.21% | 60 |
|
|
2022
Q3 | $770K | Sell |
2,884
-41
| -1% | -$10.9K | 0.2% | 59 |
|
|
2022
Q2 | $799K | Buy |
2,925
+40
| +1% | +$10.9K | 0.2% | 62 |
|
|
2022
Q1 | $1.02M | Buy |
2,885
+1,389
| +93% | +$490K | 0.22% | 60 |
|
|
2021
Q4 | $447K | Buy |
1,496
+30
| +2% | +$8.96K | 0.1% | 88 |
|
|
2021
Q3 | $400K | Buy |
1,466
+21
| +1% | +$5.73K | 0.1% | 90 |
|
|
2021
Q2 | $402K | Sell |
1,445
-340
| -19% | -$94.6K | 0.1% | 90 |
|
|
2021
Q1 | $456K | Buy |
1,785
+69
| +4% | +$17.6K | 0.13% | 81 |
|
|
2020
Q4 | $398K | Buy |
+1,716
| New | +$398K | 0.13% | 85 |
|