FirstPurpose 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.12M | Buy |
2,738
+28
| +1% | +$11.5K | 0.41% | 40 |
|
|
2023
Q4 | $967K | Sell |
2,710
-664
| -20% | -$237K | 0.37% | 47 |
|
|
2023
Q3 | $1.18M | Buy |
3,374
+245
| +8% | +$85.8K | 0.51% | 32 |
|
|
2023
Q2 | $1.07M | Buy |
3,129
+55
| +2% | +$18.8K | 0.46% | 36 |
|
|
2023
Q1 | $949K | Buy |
3,074
+118
| +4% | +$36.4K | 0.47% | 41 |
|
|
2022
Q4 | $913K | Buy |
2,956
+83
| +3% | +$25.6K | 0.51% | 34 |
|
|
2022
Q3 | $767K | Buy |
2,873
+132
| +5% | +$35.2K | 0.51% | 35 |
|
|
2022
Q2 | $748K | Buy |
2,741
+106
| +4% | +$28.9K | 0.5% | 38 |
|
|
2022
Q1 | $930K | Sell |
2,635
-237
| -8% | -$83.6K | 0.73% | 25 |
|
|
2021
Q4 | $859K | Buy |
+2,872
| New | +$859K | 0.54% | 32 |
|