Elmwood 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 | $2.58M | Buy |
5,316
+7
| +0.1% | +$3.4K | 1.02% | 39 |
|
|
2025
Q1 | $2.83M | Sell |
5,309
-160
| -3% | -$85.2K | 1.16% | 35 |
|
|
2024
Q4 | $2.48M | Buy |
5,469
+82
| +2% | +$37.2K | 1% | 42 |
|
|
2024
Q3 | $2.48M | Sell |
5,387
-33
| -0.6% | -$15.2K | 1.02% | 39 |
|
|
2024
Q2 | $2.2M | Sell |
5,420
-40
| -0.7% | -$16.3K | 0.98% | 39 |
|
|
2024
Q1 | $2.3M | Buy |
5,460
+1,646
| +43% | +$692K | 0.98% | 34 |
|
|
2023
Q4 | $1.36M | Sell |
3,814
-2,283
| -37% | -$814K | 0.95% | 33 |
|
|
2023
Q3 | $2.14M | Sell |
6,097
-15
| -0.2% | -$5.26K | 1.03% | 32 |
|
|
2023
Q2 | $2.08M | Sell |
6,112
-54
| -0.9% | -$18.4K | 0.97% | 33 |
|
|
2023
Q1 | $1.9M | Sell |
6,166
-56
| -0.9% | -$17.3K | 0.9% | 33 |
|
|
2022
Q4 | $1.92M | Sell |
6,222
-1
| -0% | -$309 | 0.96% | 33 |
|
|
2022
Q3 | $1.66M | Buy |
+6,223
| New | +$1.66M | 0.83% | 39 |
|
|
2021
Q2 | $1.23M | Sell |
4,427
-25
| -0.6% | -$6.95K | 0.65% | 59 |
|
|
2021
Q1 | $1.14M | Buy |
+4,452
| New | +$1.14M | 0.69% | 55 |
|
|
2020
Q3 | $792K | Hold |
4,434
| – | – | 0.64% | 55 |
|
|
2020
Q2 | $792K | Sell |
4,434
-1,612
| -27% | -$288K | 0.64% | 55 |
|
|
2020
Q1 | $1.21M | Buy |
6,046
+887
| +17% | +$177K | 1.15% | 32 |
|
|
2019
Q4 | $1.17M | Sell |
5,159
-188
| -4% | -$42.6K | 1.02% | 37 |
|
|
2019
Q3 | $1.11M | Hold |
5,347
| – | – | 1.12% | 33 |
|
|
2019
Q2 | $1.14M | Sell |
5,347
-115
| -2% | -$24.5K | 1.01% | 34 |
|
|
2019
Q1 | $1.1M | Sell |
5,462
-205
| -4% | -$41.2K | 1.01% | 37 |
|
|
2018
Q4 | $1.16M | Sell |
5,667
-219
| -4% | -$44.7K | 1.12% | 29 |
|
|
2018
Q3 | $1.26M | Buy |
5,886
+50
| +0.9% | +$10.7K | 1.05% | 31 |
|
|
2018
Q2 | $1.11M | Sell |
5,836
-210
| -3% | -$39.9K | 1.01% | 36 |
|
|
2018
Q1 | $1.21M | Buy |
+6,046
| New | +$1.21M | 1.15% | 32 |
|