Heirloom 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 | $18.6M | Buy |
38,323
+197
| +0.5% | +$95.7K | 4.91% | 8 |
|
|
2025
Q1 | $20.3M | Buy |
38,126
+1,413
| +4% | +$753K | 5.82% | 6 |
|
|
2024
Q4 | $16.6M | Buy |
36,713
+2,431
| +7% | +$1.1M | 4.99% | 7 |
|
|
2024
Q3 | $15.8M | Buy |
34,282
+794
| +2% | +$365K | 4.92% | 7 |
|
|
2024
Q2 | $13.6M | Sell |
33,488
-47
| -0.1% | -$19.1K | 4.41% | 9 |
|
|
2024
Q1 | $14.1M | Sell |
33,535
-652
| -2% | -$274K | 4.8% | 9 |
|
|
2023
Q4 | $12.2M | Buy |
34,187
+454
| +1% | +$162K | 4.68% | 8 |
|
|
2023
Q3 | $11.8M | Sell |
33,733
-846
| -2% | -$296K | 5.25% | 7 |
|
|
2023
Q2 | $11.8M | Buy |
34,579
+1,004
| +3% | +$342K | 5.12% | 7 |
|
|
2023
Q1 | $10.4M | Buy |
33,575
+851
| +3% | +$263K | 4.95% | 7 |
|
|
2022
Q4 | $10.1M | Buy |
+32,724
| New | +$10.1M | 6.3% | 6 |
|
|
2022
Q2 | $9.16M | Buy |
31,293
+2,834
| +10% | +$830K | 7.5% | 5 |
|
|
2022
Q1 | $8.83M | Buy |
28,459
+4,816
| +20% | +$1.49M | 6.14% | 5 |
|
|
2021
Q4 | $7.18M | Buy |
+23,643
| New | +$7.18M | 6.16% | 6 |
|