Invenio 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 | $462K | Sell |
951
-330
| -26% | -$160K | 0.18% | 60 |
|
|
2025
Q1 | $682K | Buy |
1,281
+514
| +67% | +$274K | 0.29% | 43 |
|
|
2024
Q4 | $348K | Hold |
767
| – | – | 0.15% | 69 |
|
|
2024
Q3 | $353K | Hold |
767
| – | – | 0.15% | 65 |
|
|
2024
Q2 | $312K | Hold |
767
| – | – | 0.15% | 68 |
|
|
2024
Q1 | $323K | Sell |
767
-97
| -11% | -$40.8K | 0.17% | 66 |
|
|
2023
Q4 | $308K | Hold |
864
| – | – | 0.22% | 67 |
|
|
2023
Q3 | $303K | Buy |
864
+27
| +3% | +$9.46K | 0.28% | 61 |
|
|
2023
Q2 | $285K | Buy |
+837
| New | +$285K | 0.32% | 58 |
|