GeoWealth 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 | $2.27M | Sell |
4,678
-3,019
| -39% | -$1.47M | 0.09% | 139 |
|
|
2025
Q1 | $4.1M | Sell |
7,697
-5,322
| -41% | -$2.83M | 0.16% | 82 |
|
|
2024
Q4 | $5.9M | Buy |
13,019
+1,118
| +9% | +$507K | 0.19% | 84 |
|
|
2024
Q3 | $5.48M | Buy |
11,901
+2,915
| +32% | +$1.34M | 0.19% | 96 |
|
|
2024
Q2 | $3.66M | Buy |
8,986
+1,521
| +20% | +$619K | 0.16% | 95 |
|
|
2024
Q1 | $3.14M | Buy |
7,465
+2,182
| +41% | +$918K | 0.12% | 128 |
|
|
2023
Q4 | $1.88M | Buy |
5,283
+4,446
| +531% | +$1.59M | 0.16% | 126 |
|
|
2023
Q3 | $293K | Buy |
837
+40
| +5% | +$14K | 0.03% | 238 |
|
|
2023
Q2 | $273K | Buy |
797
+26
| +3% | +$8.91K | 0.03% | 218 |
|
|
2023
Q1 | $238K | Sell |
771
-122
| -14% | -$37.7K | 0.03% | 198 |
|
|
2022
Q4 | $275K | Sell |
893
-17
| -2% | -$5.24K | 0.03% | 205 |
|
|
2022
Q3 | $243K | Sell |
910
-302
| -25% | -$80.6K | 0.03% | 218 |
|
|
2022
Q2 | $331K | Sell |
1,212
-140
| -10% | -$38.2K | 0.04% | 201 |
|
|
2022
Q1 | $477K | Sell |
1,352
-512
| -27% | -$181K | 0.04% | 210 |
|
|
2021
Q4 | $557K | Buy |
1,864
+10
| +0.5% | +$2.99K | 0.05% | 196 |
|
|
2021
Q3 | $506K | Sell |
1,854
-30
| -2% | -$8.19K | 0.04% | 214 |
|
|
2021
Q2 | $524K | Buy |
1,884
+266
| +16% | +$74K | 0.07% | 140 |
|
|
2021
Q1 | $413K | Buy |
1,618
+72
| +5% | +$18.4K | 0.06% | 131 |
|
|
2020
Q4 | $359K | Buy |
1,546
+145
| +10% | +$33.7K | 0.06% | 163 |
|
|
2020
Q3 | $293K | Sell |
1,401
-817
| -37% | -$171K | 0.09% | 123 |
|
|
2020
Q2 | $395K | Buy |
+2,218
| New | +$395K | 0.16% | 105 |
|
|
2019
Q4 | – | Sell |
-9,285
| Closed | -$1.93M | – | 115 |
|
|
2019
Q3 | $1.93M | Buy |
+9,285
| New | +$1.93M | 0.43% | 45 |
|