IAG 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
Q2 | $2.35M | Buy |
4,842
+72
| +2% | +$35K | 0.31% | 52 |
|
|
2025
Q1 | $2.54M | Hold |
4,770
| – | – | 0.39% | 43 |
|
|
2024
Q4 | $2.16M | Hold |
4,770
| – | – | 0.38% | 42 |
|
|
2024
Q3 | $2.2M | Buy |
4,770
+3,000
| +169% | +$1.38M | 0.41% | 38 |
|
|
2024
Q2 | $720K | Sell |
1,770
-200
| -10% | -$81.4K | 0.14% | 55 |
|
|
2024
Q1 | $828K | Buy |
1,970
+550
| +39% | +$231K | 0.18% | 53 |
|
|
2023
Q4 | $506K | Buy |
1,420
+106
| +8% | +$37.8K | 0.12% | 56 |
|
|
2023
Q3 | $460K | Hold |
1,314
| – | – | 0.13% | 54 |
|
|
2023
Q2 | $448K | Buy |
1,314
+609
| +86% | +$208K | 0.12% | 56 |
|
|
2023
Q1 | $218K | Hold |
705
| – | – | 0.06% | 73 |
|
|
2022
Q4 | $218K | Buy |
705
+391
| +125% | +$121K | 0.06% | 66 |
|
|
2022
Q3 | $84K | Hold |
314
| – | – | 0.03% | 94 |
|
|
2022
Q2 | $86K | Hold |
314
| – | – | 0.03% | 95 |
|
|
2022
Q1 | $111K | Buy |
314
+40
| +15% | +$14.1K | 0.03% | 88 |
|
|
2021
Q4 | $82K | Hold |
274
| – | – | 0.03% | 102 |
|
|
2021
Q3 | $75K | Sell |
274
-10
| -4% | -$2.74K | 0.03% | 96 |
|
|
2021
Q2 | $79K | Hold |
284
| – | – | 0.03% | 89 |
|
|
2021
Q1 | $73K | Hold |
284
| – | – | 0.03% | 87 |
|
|
2020
Q4 | $66K | Hold |
284
| – | – | 0.03% | 93 |
|
|
2020
Q3 | $61K | Hold |
284
| – | – | 0.03% | 96 |
|
|
2020
Q2 | $51K | Buy |
284
+9
| +3% | +$1.62K | 0.02% | 102 |
|
|
2020
Q1 | $51K | Sell |
275
-100
| -27% | -$18.5K | 0.03% | 93 |
|
|
2019
Q4 | $85K | Buy |
+375
| New | +$85K | 0.06% | 76 |
|