Jeppson 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 | $222K | Hold |
457
| – | – | 0.08% | 195 |
|
|
2025
Q1 | $243K | Hold |
457
| – | – | 0.09% | 176 |
|
|
2024
Q4 | $207K | Sell |
457
-11
| -2% | -$4.99K | 0.08% | 190 |
|
|
2024
Q3 | $215K | Sell |
468
-72
| -13% | -$33.1K | 0.08% | 189 |
|
|
2024
Q2 | $220K | Sell |
540
-1
| -0.2% | -$407 | 0.08% | 181 |
|
|
2024
Q1 | $228K | Sell |
541
-31
| -5% | -$13K | 0.09% | 182 |
|
|
2023
Q4 | $204K | Hold |
572
| – | – | 0.08% | 196 |
|
|
2023
Q3 | $200K | Buy |
+572
| New | +$200K | 0.09% | 174 |
|
|
2020
Q4 | – | Sell |
-80
| Closed | -$17K | – | 171 |
|
|
2020
Q3 | $17K | Buy |
+80
| New | +$17K | 0.01% | 343 |
|