Grand 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-707
| Closed | -$297K | – | 61 |
|
|
2024
Q1 | $297K | Sell |
707
-144
| -17% | -$60.6K | 0.14% | 38 |
|
|
2023
Q4 | $304K | Buy |
851
+52
| +7% | +$18.6K | 0.16% | 34 |
|
|
2023
Q3 | $280K | Buy |
799
+52
| +7% | +$18.2K | 0.17% | 34 |
|
|
2023
Q2 | $255K | Sell |
747
-14
| -2% | -$4.77K | 0.15% | 36 |
|
|
2023
Q1 | $235K | Sell |
761
-37
| -5% | -$11.4K | 0.14% | 38 |
|
|
2022
Q4 | $246K | Sell |
798
-28
| -3% | -$8.65K | 0.15% | 38 |
|
|
2022
Q3 | $220K | Buy |
826
+28
| +4% | +$7.46K | 0.12% | 36 |
|
|
2022
Q2 | $218K | Buy |
798
+14
| +2% | +$3.83K | 0.11% | 35 |
|
|
2022
Q1 | $277K | Hold |
784
| – | – | 0.13% | 31 |
|
|
2021
Q4 | $234K | Buy |
+784
| New | +$234K | 0.1% | 31 |
|