Gitterman 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 | $883K | Buy |
1,818
+398
| +28% | +$193K | 0.21% | 19 |
|
|
2025
Q1 | $756K | Sell |
1,420
-166
| -10% | -$88.4K | 0.2% | 25 |
|
|
2024
Q4 | $719K | Buy |
1,586
+7
| +0.4% | +$3.17K | 0.3% | 21 |
|
|
2024
Q3 | $727K | Hold |
1,579
| – | – | 0.3% | 20 |
|
|
2024
Q2 | $642K | Hold |
1,579
| – | – | 0.25% | 21 |
|
|
2024
Q1 | $664K | Sell |
1,579
-200
| -11% | -$84.1K | 0.26% | 22 |
|
|
2023
Q4 | $634K | Hold |
1,779
| – | – | 0.28% | 17 |
|
|
2023
Q3 | $623K | Hold |
1,779
| – | – | 0.3% | 16 |
|
|
2023
Q2 | $607K | Buy |
1,779
+400
| +29% | +$136K | 0.28% | 18 |
|
|
2023
Q1 | $426K | Hold |
1,379
| – | – | 0.2% | 23 |
|
|
2022
Q4 | $426K | Hold |
1,379
| – | – | 0.21% | 25 |
|
|
2022
Q3 | $369K | Sell |
1,379
-398
| -22% | -$106K | 0.38% | 30 |
|
|
2022
Q2 | $485K | Sell |
1,777
-223
| -11% | -$60.9K | 0.45% | 26 |
|
|
2022
Q1 | $706K | Sell |
2,000
-300
| -13% | -$106K | 0.57% | 19 |
|
|
2021
Q4 | $688K | Buy |
2,300
+400
| +21% | +$120K | 0.51% | 24 |
|
|
2021
Q3 | $519K | Hold |
1,900
| – | – | 0.42% | 29 |
|
|
2021
Q2 | $528K | Hold |
1,900
| – | – | 0.43% | 27 |
|
|
2021
Q1 | $485K | Buy |
+1,900
| New | +$485K | 0.31% | 30 |
|