Heritage Wealth Management (California)’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 | $454K | Buy |
934
+199
| +27% | +$96.7K | 0.3% | 51 |
|
|
2025
Q1 | $391K | Buy |
735
+48
| +7% | +$25.6K | 0.29% | 57 |
|
|
2024
Q4 | $311K | Buy |
687
+11
| +2% | +$4.99K | 0.22% | 63 |
|
|
2024
Q3 | $311K | Buy |
676
+9
| +1% | +$4.14K | 0.22% | 58 |
|
|
2024
Q2 | $271K | Sell |
667
-6
| -0.9% | -$2.44K | 0.2% | 58 |
|
|
2024
Q1 | $283K | Buy |
673
+8
| +1% | +$3.36K | 0.21% | 59 |
|
|
2023
Q4 | $237K | Buy |
+665
| New | +$237K | 0.19% | 61 |
|