GDS 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 | $1.66M | Buy |
3,415
+48
| +1% | +$23.3K | 0.12% | 84 |
|
2025
Q1 | $1.79M | Buy |
3,367
+1,331
| +65% | +$709K | 0.15% | 81 |
|
2024
Q4 | $923K | Buy |
2,036
+36
| +2% | +$16.3K | 0.08% | 93 |
|
2024
Q3 | $921K | Buy |
2,000
+110
| +6% | +$50.6K | 0.09% | 72 |
|
2024
Q2 | $769K | Buy |
1,890
+158
| +9% | +$64.3K | 0.08% | 68 |
|
2024
Q1 | $728K | Buy |
1,732
+1
| +0.1% | +$421 | 0.09% | 72 |
|
2023
Q4 | $617K | Buy |
1,731
+858
| +98% | +$306K | 0.08% | 72 |
|
2023
Q3 | $306K | Sell |
873
-221
| -20% | -$77.4K | 0.05% | 99 |
|
2023
Q2 | $373K | Buy |
1,094
+121
| +12% | +$41.3K | 0.06% | 93 |
|
2023
Q1 | $300K | Buy |
973
+15
| +2% | +$4.63K | 0.05% | 97 |
|
2022
Q4 | $296K | Hold |
958
| – | – | 0.06% | 99 |
|
2022
Q3 | $256K | Sell |
958
-170
| -15% | -$45.4K | 0.06% | 96 |
|
2022
Q2 | $308K | Sell |
1,128
-17
| -1% | -$4.64K | 0.07% | 92 |
|
2022
Q1 | $397K | Sell |
1,145
-6
| -0.5% | -$2.08K | 0.09% | 85 |
|
2021
Q4 | $344K | Buy |
+1,151
| New | +$344K | 0.08% | 90 |
|