Enzi Wealth’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 | $526K | Sell |
1,106
-24
| -2% | -$11.4K | 0.19% | 39 |
|
|
2025
Q1 | $601K | Sell |
1,130
-110
| -9% | -$58.5K | 0.24% | 31 |
|
|
2024
Q4 | $571K | Buy |
1,240
+20
| +2% | +$9.21K | 0.22% | 33 |
|
|
2024
Q3 | $561K | Buy |
1,220
+5
| +0.4% | +$2.3K | 0.22% | 32 |
|
|
2024
Q2 | $500K | Hold |
1,215
| – | – | 0.22% | 33 |
|
|
2024
Q1 | $486K | Hold |
1,215
| – | – | 0.23% | 30 |
|
|
2023
Q4 | $480K | Buy |
1,215
+10
| +0.8% | +$3.95K | 0.23% | 32 |
|
|
2023
Q3 | $416K | Hold |
1,205
| – | – | 0.22% | 35 |
|
|
2023
Q2 | $414K | Hold |
1,205
| – | – | 0.21% | 37 |
|
|
2023
Q1 | $390K | Buy |
1,205
+5
| +0.4% | +$1.62K | 0.2% | 42 |
|
|
2022
Q4 | $374K | Hold |
1,200
| – | – | 0.18% | 52 |
|
|
2022
Q3 | $372K | Buy |
+1,200
| New | +$372K | 0.18% | 49 |
|