Horizons 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 | $761K | Sell |
1,566
-84
| -5% | -$40.8K | 0.54% | 30 |
|
|
2025
Q1 | $879K | Sell |
1,650
-4
| -0.2% | -$2.13K | 0.65% | 28 |
|
|
2024
Q4 | $750K | Buy |
1,654
+139
| +9% | +$63K | 0.57% | 32 |
|
|
2024
Q3 | $697K | Sell |
1,515
-5
| -0.3% | -$2.3K | 0.54% | 32 |
|
|
2024
Q2 | $660K | Buy |
1,520
+95
| +7% | +$41.3K | 0.52% | 33 |
|
|
2024
Q1 | $508K | Hold |
1,425
| – | – | 0.33% | 37 |
|
|
2023
Q4 | $508K | Hold |
1,425
| – | – | 0.33% | 37 |
|
|
2023
Q3 | $499K | Hold |
1,425
| – | – | 0.36% | 39 |
|
|
2023
Q2 | $486K | Hold |
1,425
| – | – | 0.34% | 38 |
|
|
2023
Q1 | $440K | Hold |
1,425
| – | – | 0.32% | 37 |
|
|
2022
Q4 | $440K | Hold |
1,425
| – | – | 0.35% | 36 |
|
|
2022
Q3 | $381K | Hold |
1,425
| – | – | 0.35% | 31 |
|
|
2022
Q2 | $434K | Buy |
+1,425
| New | +$434K | 0.35% | 30 |
|