Heritage Wealth Management (Arizona)’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 | $307K | Hold |
755
| – | – | 0.17% | 116 |
|
|
2024
Q1 | $317K | Hold |
755
| – | – | 0.16% | 123 |
|
|
2023
Q4 | $269K | Buy |
+755
| New | +$269K | 0.15% | 127 |
|
|
2022
Q4 | $1.29M | Buy |
4,192
+2,194
| +110% | +$678K | 0.19% | 91 |
|
|
2022
Q3 | $534K | Buy |
1,998
+90
| +5% | +$24.1K | 0.17% | 94 |
|
|
2022
Q2 | $521K | Buy |
1,908
+77
| +4% | +$21K | 0.17% | 97 |
|
|
2022
Q1 | $646K | Buy |
+1,831
| New | +$646K | 0.17% | 97 |
|
|
2021
Q3 | $395K | Hold |
1,446
| – | – | 0.14% | 111 |
|
|
2021
Q2 | $402K | Sell |
1,446
-534
| -27% | -$148K | 0.15% | 113 |
|
|
2021
Q1 | $506K | Buy |
+1,980
| New | +$506K | 0.29% | 69 |
|