Jackson Thornton 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 | $719K | Buy |
1,505
+58
| +4% | +$27.7K | 0.08% | 44 |
|
|
2025
Q1 | $750K | Sell |
1,447
-1,048
| -42% | -$543K | 0.1% | 40 |
|
|
2024
Q4 | $1.13M | Buy |
2,495
+486
| +24% | +$220K | 0.14% | 33 |
|
|
2024
Q3 | $925K | Hold |
2,009
| – | – | 0.12% | 32 |
|
|
2024
Q2 | $817K | Hold |
2,009
| – | – | 0.13% | 31 |
|
|
2024
Q1 | $845K | Sell |
2,009
-5
| -0.2% | -$2.1K | 0.14% | 24 |
|
|
2023
Q4 | $718K | Buy |
2,014
+27
| +1% | +$9.63K | 0.13% | 24 |
|
|
2023
Q3 | $696K | Buy |
1,987
+21
| +1% | +$7.36K | 0.14% | 19 |
|
|
2023
Q2 | $670K | Buy |
1,966
+204
| +12% | +$69.6K | 0.13% | 20 |
|
|
2023
Q1 | $544K | Buy |
1,762
+253
| +17% | +$78.1K | 0.12% | 22 |
|
|
2022
Q4 | $466K | Buy |
1,509
+34
| +2% | +$10.5K | 0.11% | 21 |
|
|
2022
Q3 | $394K | Buy |
1,475
+125
| +9% | +$33.4K | 0.11% | 24 |
|
|
2022
Q2 | $369K | Sell |
1,350
-209
| -13% | -$57.1K | 0.1% | 18 |
|
|
2022
Q1 | $550K | Buy |
1,559
+628
| +67% | +$222K | 0.14% | 14 |
|
|
2021
Q4 | $278K | Buy |
+931
| New | +$278K | 0.08% | 16 |
|