Jessup 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 | $1.2M | Sell |
2,474
-299
| -11% | -$145K | 0.48% | 34 |
|
|
2025
Q1 | $1.48M | Buy |
2,773
+12
| +0.4% | +$6.39K | 0.62% | 32 |
|
|
2024
Q4 | $1.25M | Buy |
2,761
+1
| +0% | +$453 | 0.53% | 30 |
|
|
2024
Q3 | $1.27M | Buy |
2,760
+3
| +0.1% | +$1.38K | 0.58% | 29 |
|
|
2024
Q2 | $1.12M | Buy |
2,757
+278
| +11% | +$113K | 0.48% | 35 |
|
|
2024
Q1 | $1.04M | Buy |
2,479
+103
| +4% | +$43.3K | 0.45% | 37 |
|
|
2023
Q4 | $847K | Sell |
2,376
-579
| -20% | -$207K | 0.42% | 31 |
|
|
2023
Q3 | $1.04M | Sell |
2,955
-377
| -11% | -$132K | 0.6% | 33 |
|
|
2023
Q2 | $1.14M | Buy |
3,332
+311
| +10% | +$106K | 0.61% | 32 |
|
|
2023
Q1 | $933K | Sell |
3,021
-64
| -2% | -$19.8K | 0.55% | 32 |
|
|
2022
Q4 | $953K | Buy |
+3,085
| New | +$953K | 0.6% | 34 |
|