Jackson 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	$4.62M	Sell	9,503 -96	-1%	-$46.6K	0.5%	49
2025 Q1	$5.11M	Sell	9,599 -130	-1%	-$69.2K	0.62%	43
2024 Q4	$4.41M	Buy	9,729 +195	+2%	+$88.4K	0.5%	51
2024 Q3	$4.39M	Buy	9,534 +4,108	+76%	+$1.89M	0.52%	51
2024 Q2	$2.21M	Sell	5,426 -3,942	-42%	-$1.6M	0.47%	54
2024 Q1	$3.94M	Buy	9,368 +1,110	+13%	+$467K	0.49%	52
2023 Q4	$2.95M	Buy	8,258 +280	+4%	+$99.9K	0.39%	58
2023 Q3	$2.8M	Buy	7,978 +99	+1%	+$34.7K	0.4%	59
2023 Q2	$2.69M	Buy	7,879 +573	+8%	+$195K	0.39%	57
2023 Q1	$2.26M	Buy	7,306 +1,835	+34%	+$567K	1.7%	17
2022 Q4	$1.69M	Sell	5,471 -4,110	-43%	-$1.27M	0.62%	50
2022 Q3	$2.56M	Buy	9,581 +6,136	+178%	+$1.64M	0.5%	48
2022 Q2	$941K	Buy	3,445 +2,496	+263%	+$682K	0.44%	53
2022 Q1	$335K	Buy	949 +144	+18%	+$50.8K	0.05%	107
2021 Q4	$241K	Buy	+805	New	+$241K	0.03%	110
2021 Q3	–	Sell	-805	Closed	-$224K	–	90
2021 Q2	$224K	Hold	805	–	–	0.03%	120
2021 Q1	$206K	Buy	+805	New	+$206K	0.03%	116
2016 Q3	–	Sell	-10,756	Closed	-$1.56M	–	66
2016 Q2	$1.56M	Sell	10,756 -487	-4%	-$70.5K	0.58%	42
2016 Q1	$1.59M	Sell	11,243 -361	-3%	-$51K	0.61%	40
2015 Q4	$1.5M	Sell	11,604 -524	-4%	-$67.5K	0.59%	45
2015 Q3	$1.58M	Buy	12,128 +350	+3%	+$45.5K	0.56%	51
2015 Q2	$1.61M	Sell	11,778 -346	-3%	-$47.2K	0.54%	53
2015 Q1	$1.75M	Sell	12,124 -3,456	-22%	-$499K	0.56%	58
2014 Q4	$2.34M	Buy	+15,580	New	+$2.34M	0.76%	37