Heritage Wealth Partners’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
Q1 | $4.66M | Buy |
8,747
+2,944
| +51% | +$1.57M | 7.1% | 3 |
|
|
2024
Q4 | $2.63M | Buy |
5,803
+738
| +15% | +$335K | 3.3% | 9 |
|
|
2024
Q3 | $2.33M | Sell |
5,065
-284
| -5% | -$131K | 2.74% | 15 |
|
|
2024
Q2 | $2.18M | Buy |
5,349
+220
| +4% | +$89.5K | 3.15% | 9 |
|
|
2024
Q1 | $1.83M | Hold |
5,129
| – | – | 3.73% | 8 |
|
|
2023
Q4 | $1.83M | Sell |
5,129
-26
| -0.5% | -$9.27K | 3.73% | 8 |
|
|
2023
Q3 | $1.81M | Buy |
5,155
+969
| +23% | +$339K | 3.85% | 7 |
|
|
2023
Q2 | $1.43M | Buy |
+4,186
| New | +$1.43M | 0.84% | 31 |
|
|
2023
Q1 | – | Sell |
-1,500
| Closed | -$455K | – | 34 |
|
|
2022
Q4 | $455K | Buy |
+1,500
| New | +$455K | 0.42% | 29 |
|