Gray 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
Q4 | $3.79M | Buy |
8,359
+269
| +3% | +$122K | 1.44% | 18 |
|
|
2024
Q3 | $3.72M | Buy |
8,090
+286
| +4% | +$132K | 1.47% | 17 |
|
|
2024
Q2 | $3.17M | Buy |
7,804
+364
| +5% | +$148K | 1.37% | 20 |
|
|
2024
Q1 | $3.13M | Buy |
7,440
+351
| +5% | +$148K | 1.4% | 18 |
|
|
2023
Q4 | $2.53M | Sell |
7,089
-70
| -1% | -$25K | 1.23% | 19 |
|
|
2023
Q3 | $2.51M | Buy |
7,159
+1,264
| +21% | +$443K | 1.29% | 19 |
|
|
2023
Q2 | $2.01M | Buy |
5,895
+531
| +10% | +$181K | 1.01% | 22 |
|
|
2023
Q1 | $1.66M | Buy |
5,364
+373
| +7% | +$115K | 0.9% | 27 |
|
|
2022
Q4 | $1.54M | Buy |
4,991
+253
| +5% | +$78.2K | 0.89% | 27 |
|
|
2022
Q3 | $1.27M | Buy |
4,738
+297
| +7% | +$79.3K | 0.81% | 30 |
|
|
2022
Q2 | $1.21M | Buy |
4,441
+569
| +15% | +$155K | 0.73% | 33 |
|
|
2022
Q1 | $1.37M | Buy |
3,872
+3
| +0.1% | +$1.06K | 0.7% | 33 |
|
|
2021
Q4 | $1.16M | Buy |
3,869
+317
| +9% | +$94.8K | 0.58% | 33 |
|
|
2021
Q3 | $970K | Buy |
3,552
+54
| +2% | +$14.7K | 0.54% | 35 |
|
|
2021
Q2 | $972K | Buy |
3,498
+56
| +2% | +$15.6K | 0.56% | 34 |
|
|
2021
Q1 | $879K | Buy |
3,442
+105
| +3% | +$26.8K | 0.56% | 35 |
|
|
2020
Q4 | $777K | Buy |
3,337
+58
| +2% | +$13.5K | 0.53% | 36 |
|
|
2020
Q3 | $697K | Buy |
3,279
+69
| +2% | +$14.7K | 0.55% | 38 |
|
|
2020
Q2 | $567K | Buy |
3,210
+3
| +0.1% | +$530 | 0.49% | 43 |
|
|
2020
Q1 | $584K | Buy |
+3,207
| New | +$584K | 0.64% | 37 |
|