Golden State 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 | $2.84M | Buy |
5,842
+159
| +3% | +$77.2K | 0.35% | 53 |
|
|
2025
Q1 | $3.03M | Buy |
5,683
+95
| +2% | +$50.6K | 0.45% | 43 |
|
|
2024
Q4 | $2.53M | Buy |
+5,588
| New | +$2.53M | 0.38% | 57 |
|
|
2022
Q1 | $1.5M | Sell |
4,256
-1,190
| -22% | -$420K | 0.29% | 67 |
|
|
2021
Q4 | $1.63M | Buy |
5,446
+69
| +1% | +$20.6K | 0.28% | 63 |
|
|
2021
Q3 | $1.47M | Sell |
5,377
-714
| -12% | -$195K | 0.32% | 58 |
|
|
2021
Q2 | $1.69M | Sell |
6,091
-1,198
| -16% | -$333K | 0.37% | 56 |
|
|
2021
Q1 | $1.86M | Sell |
7,289
-2,412
| -25% | -$616K | 0.61% | 33 |
|
|
2020
Q4 | $2.25M | Sell |
9,701
-266
| -3% | -$61.7K | 0.65% | 31 |
|
|
2020
Q3 | $2.12M | Sell |
9,967
-1,148
| -10% | -$244K | 0.71% | 27 |
|
|
2020
Q2 | $1.98M | Buy |
11,115
+6,879
| +162% | +$1.23M | 0.64% | 26 |
|
|
2020
Q1 | $774K | Buy |
4,236
+1,677
| +66% | +$306K | 0.34% | 49 |
|
|
2019
Q4 | $580K | Sell |
2,559
-911
| -26% | -$206K | 0.11% | 31 |
|
|
2019
Q3 | $722K | Sell |
3,470
-137
| -4% | -$28.5K | 0.24% | 78 |
|
|
2019
Q2 | $768K | Sell |
3,607
-145
| -4% | -$30.9K | 0.24% | 83 |
|
|
2019
Q1 | $754K | Buy |
+3,752
| New | +$754K | 0.25% | 80 |
|