Howard 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 | $378K | Sell |
778
-24
| -3% | -$11.7K | 0.19% | 84 |
|
|
2025
Q1 | $427K | Sell |
802
-25
| -3% | -$13.3K | 0.24% | 79 |
|
|
2024
Q4 | $375K | Sell |
827
-55
| -6% | -$24.9K | 0.2% | 84 |
|
|
2024
Q3 | $406K | Buy |
882
+12
| +1% | +$5.52K | 0.24% | 80 |
|
|
2024
Q2 | $354K | Hold |
870
| – | – | 0.28% | 71 |
|
|
2024
Q1 | $366K | Buy |
870
+41
| +5% | +$17.2K | 0.3% | 64 |
|
|
2023
Q4 | $296K | Buy |
829
+11
| +1% | +$3.92K | 0.25% | 76 |
|
|
2023
Q3 | $287K | Sell |
818
-155
| -16% | -$54.3K | 0.26% | 73 |
|
|
2023
Q2 | $332K | Sell |
973
-30
| -3% | -$10.2K | 0.29% | 70 |
|
|
2023
Q1 | $310K | Sell |
1,003
-44
| -4% | -$13.6K | 0.26% | 81 |
|
|
2022
Q4 | $323K | Buy |
1,047
+10
| +1% | +$3.09K | 0.27% | 80 |
|
|
2022
Q3 | $276K | Buy |
+1,037
| New | +$276K | 0.2% | 95 |
|
|
2022
Q2 | – | Sell |
-1,005
| Closed | -$354K | – | 68 |
|
|
2022
Q1 | $354K | Sell |
1,005
-130
| -11% | -$45.8K | 0.19% | 93 |
|
|
2021
Q4 | $339K | Buy |
1,135
+68
| +6% | +$20.3K | 0.18% | 97 |
|
|
2021
Q3 | $291K | Hold |
1,067
| – | – | 0.16% | 102 |
|
|
2021
Q2 | $296K | Buy |
1,067
+35
| +3% | +$9.71K | 0.16% | 104 |
|
|
2021
Q1 | $263K | Sell |
1,032
-35
| -3% | -$8.92K | 0.15% | 107 |
|
|
2020
Q4 | $247K | Buy |
1,067
+6
| +0.6% | +$1.39K | 0.15% | 112 |
|
|
2020
Q3 | $225K | Sell |
1,061
-385
| -27% | -$81.6K | 0.16% | 111 |
|
|
2020
Q2 | $258K | Sell |
1,446
-47
| -3% | -$8.39K | 0.21% | 95 |
|
|
2020
Q1 | $272K | Buy |
1,493
+13
| +0.9% | +$2.37K | 0.29% | 82 |
|
|
2019
Q4 | $335K | Buy |
+1,480
| New | +$335K | 0.28% | 78 |
|