Iams 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 | $622K | Sell |
1,280
-111
| -8% | -$53.9K | 0.29% | 96 |
|
|
2025
Q1 | $741K | Buy |
1,391
+126
| +10% | +$67.1K | 0.34% | 84 |
|
|
2024
Q4 | $573K | Sell |
1,265
-376
| -23% | -$170K | 0.26% | 97 |
|
|
2024
Q3 | $755K | Buy |
1,641
+590
| +56% | +$272K | 0.37% | 79 |
|
|
2024
Q2 | $428K | Buy |
+1,051
| New | +$428K | 0.23% | 103 |
|
|
2024
Q1 | – | Sell |
-663
| Closed | -$236K | – | 115 |
|
|
2023
Q4 | $236K | Sell |
663
-127
| -16% | -$45.3K | 0.15% | 106 |
|
|
2023
Q3 | $277K | Buy |
+790
| New | +$277K | 0.19% | 99 |
|