JGP 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 | $1.48M | Sell |
3,051
-10
| -0.3% | -$4.86K | 0.18% | 74 |
|
|
2025
Q1 | $1.63M | Sell |
3,061
-512
| -14% | -$273K | 0.21% | 65 |
|
|
2024
Q4 | $1.62M | Buy |
3,573
+1,680
| +89% | +$762K | 0.21% | 67 |
|
|
2024
Q3 | $871K | Buy |
1,893
+467
| +33% | +$215K | 0.11% | 102 |
|
|
2024
Q2 | $580K | Sell |
1,426
-35
| -2% | -$14.2K | 0.08% | 117 |
|
|
2024
Q1 | $614K | Hold |
1,461
| – | – | 0.09% | 112 |
|
|
2023
Q4 | $521K | Buy |
1,461
+20
| +1% | +$7.13K | 0.08% | 113 |
|
|
2023
Q3 | $505K | Hold |
1,441
| – | – | 0.08% | 111 |
|
|
2023
Q2 | $491K | Hold |
1,441
| – | – | 0.08% | 113 |
|
|
2023
Q1 | $445K | Buy |
1,441
+59
| +4% | +$18.2K | 0.08% | 113 |
|
|
2022
Q4 | $427K | Sell |
1,382
-252
| -15% | -$77.8K | 0.08% | 116 |
|
|
2022
Q3 | $440K | Buy |
1,634
+313
| +24% | +$84.3K | 0.09% | 103 |
|
|
2022
Q2 | $364K | Buy |
1,321
+68
| +5% | +$18.7K | 0.07% | 114 |
|
|
2022
Q1 | $442K | Sell |
1,253
-180
| -13% | -$63.5K | 0.08% | 113 |
|
|
2021
Q4 | $444K | Sell |
1,433
-24
| -2% | -$7.44K | 0.08% | 109 |
|
|
2021
Q3 | $398K | Buy |
1,457
+40
| +3% | +$10.9K | 0.09% | 110 |
|
|
2021
Q2 | $394K | Buy |
1,417
+199
| +16% | +$55.3K | 0.08% | 114 |
|
|
2021
Q1 | $311K | Hold |
1,218
| – | – | 0.07% | 124 |
|
|
2020
Q4 | $287K | Buy |
1,218
+2
| +0.2% | +$471 | 0.07% | 125 |
|
|
2020
Q3 | $259K | Sell |
1,216
-1,305
| -52% | -$278K | 0.07% | 115 |
|
|
2020
Q2 | $457K | Buy |
2,521
+44
| +2% | +$7.98K | 0.13% | 86 |
|
|
2020
Q1 | $473K | Sell |
2,477
-34
| -1% | -$6.49K | 0.17% | 91 |
|
|
2019
Q4 | $570K | Sell |
2,511
-15
| -0.6% | -$3.41K | 0.17% | 86 |
|
|
2019
Q3 | $513K | Buy |
2,526
+15
| +0.6% | +$3.05K | 0.18% | 86 |
|
|
2019
Q2 | $535K | Hold |
2,511
| – | – | 0.19% | 89 |
|
|
2019
Q1 | $504K | Buy |
2,511
+200
| +9% | +$40.1K | 0.19% | 87 |
|
|
2018
Q4 | $472K | Hold |
2,311
| – | – | 0.2% | 86 |
|
|
2018
Q3 | $495K | Hold |
2,311
| – | – | 0.2% | 86 |
|
|
2018
Q2 | $431K | Buy |
+2,311
| New | +$431K | 0.18% | 89 |
|