Independent Wealth Network’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
$2.36M Sell
4,850
-98
-2% -$47.6K 0.86% 28
2025
Q1
$2.64M Sell
4,948
-78
-2% -$41.5K 1.05% 21
2024
Q4
$2.28M Buy
5,026
+358
+8% +$162K 0.92% 27
2024
Q3
$2.15M Sell
4,668
-74
-2% -$34.1K 0.95% 26
2024
Q2
$1.93M Buy
4,742
+10
+0.2% +$4.07K 0.9% 29
2024
Q1
$1.99M Buy
4,732
+177
+4% +$74.4K 0.93% 26
2023
Q4
$1.62M Buy
4,555
+854
+23% +$305K 0.85% 28
2023
Q3
$1.3M Buy
3,701
+245
+7% +$85.8K 0.8% 29
2023
Q2
$1.18M Buy
3,456
+77
+2% +$26.3K 0.71% 32
2023
Q1
$1.04M Buy
3,379
+402
+14% +$124K 0.67% 32
2022
Q4
$920K Buy
2,977
+224
+8% +$69.2K 0.63% 34
2022
Q3
$735K Sell
2,753
-42
-2% -$11.2K 0.57% 38
2022
Q2
$763K Sell
2,795
-991
-26% -$271K 0.55% 41
2022
Q1
$1.34M Buy
3,786
+603
+19% +$213K 0.85% 29
2021
Q4
$952K Buy
3,183
+222
+7% +$66.4K 0.59% 44
2021
Q3
$855K Buy
+2,961
New +$855K 0.56% 44