Invictus Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-510
| Closed | -$214K | – | 87 |
|
|
2024
Q1 | $214K | Sell |
510
-81
| -14% | -$34.1K | 0.02% | 88 |
|
|
2023
Q4 | $211K | Sell |
591
-30
| -5% | -$10.7K | 0.02% | 90 |
|
|
2023
Q3 | $218K | Hold |
621
| – | – | 0.02% | 89 |
|
|
2023
Q2 | $212K | Buy |
+621
| New | +$212K | 0.02% | 88 |
|
|
2023
Q1 | – | Sell |
-718
| Closed | -$222K | – | 91 |
|
|
2022
Q4 | $222K | Buy |
+718
| New | +$222K | 0.03% | 86 |
|