Gilliland Jeter 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 | $3.83M | Sell |
7,881
-25
| -0.3% | -$12.1K | 1.25% | 18 |
|
2025
Q1 | $4.21M | Hold |
7,906
| – | – | 1.49% | 13 |
|
2024
Q4 | $3.58M | Sell |
7,906
-56
| -0.7% | -$25.4K | 1.21% | 22 |
|
2024
Q3 | $3.66M | Sell |
7,962
-197
| -2% | -$90.7K | 1.18% | 18 |
|
2024
Q2 | $3.32M | Buy |
8,159
+4
| +0% | +$1.63K | 1.12% | 19 |
|
2024
Q1 | $3.43M | Buy |
8,155
+249
| +3% | +$105K | 1.19% | 18 |
|
2023
Q4 | $2.82M | Buy |
+7,906
| New | +$2.82M | 1.17% | 22 |
|