Focus Partners 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 | $347M | Buy |
713,438
+59,290
| +9% | +$28.8M | 0.75% | 28 |
|
|
2025
Q1 | $348M | Buy |
654,148
+403
| +0.1% | +$215K | 0.87% | 22 |
|
|
2024
Q4 | $296M | Buy |
653,745
+152,309
| +30% | +$69M | 0.77% | 24 |
|
|
2024
Q3 | $228M | Sell |
501,436
-114,189
| -19% | -$51.9M | 0.73% | 24 |
|
|
2024
Q2 | $250M | Buy |
615,625
+342,143
| +125% | +$139M | 0.84% | 20 |
|
|
2024
Q1 | $115M | Buy |
273,482
+73,995
| +37% | +$31.1M | 0.93% | 17 |
|
|
2023
Q4 | $71.1M | Buy |
+199,487
| New | +$71.1M | 0.93% | 17 |
|