Independent Solutions 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 | $235K | Hold |
483
| – | – | 0.05% | 166 |
|
|
2025
Q1 | $257K | Sell |
483
-50
| -9% | -$26.6K | 0.06% | 159 |
|
|
2024
Q4 | $242K | Hold |
533
| – | – | 0.05% | 156 |
|
|
2024
Q3 | $245K | Hold |
533
| – | – | 0.06% | 150 |
|
|
2024
Q2 | $217K | Sell |
533
-75
| -12% | -$30.5K | 0.05% | 161 |
|
|
2024
Q1 | $256K | Sell |
608
-63
| -9% | -$26.5K | 0.06% | 159 |
|
|
2023
Q4 | $239K | Buy |
671
+71
| +12% | +$25.3K | 0.06% | 153 |
|
|
2023
Q3 | $210K | Buy |
+600
| New | +$210K | 0.05% | 185 |
|