Journey Strategic Wealth’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 | $8.83M | Buy |
18,179
+5,048
| +38% | +$2.45M | 0.29% | 30 |
|
|
2025
Q1 | $6.99M | Buy |
13,131
+1,324
| +11% | +$705K | 0.24% | 32 |
|
|
2024
Q4 | $5.35M | Buy |
11,807
+463
| +4% | +$210K | 0.2% | 32 |
|
|
2024
Q3 | $5.22M | Buy |
11,344
+6,739
| +146% | +$3.1M | 0.19% | 33 |
|
|
2024
Q2 | $1.87M | Buy |
4,605
+623
| +16% | +$253K | 0.08% | 53 |
|
|
2024
Q1 | $1.67M | Buy |
3,982
+1,111
| +39% | +$467K | 0.07% | 50 |
|
|
2023
Q4 | $1.02M | Sell |
2,871
-696
| -20% | -$248K | 0.05% | 60 |
|
|
2023
Q3 | $1.25M | Sell |
3,567
-313
| -8% | -$110K | 0.06% | 50 |
|
|
2023
Q2 | $1.32M | Buy |
3,880
+113
| +3% | +$38.5K | 0.06% | 48 |
|
|
2023
Q1 | $1.16M | Sell |
3,767
-752
| -17% | -$232K | 0.12% | 51 |
|
|
2022
Q4 | $1.4M | Sell |
4,519
-544
| -11% | -$168K | 0.16% | 45 |
|
|
2022
Q3 | $1.35M | Buy |
5,063
+258
| +5% | +$68.9K | 0.18% | 32 |
|
|
2022
Q2 | $1.31M | Sell |
4,805
-625
| -12% | -$171K | 0.18% | 31 |
|
|
2022
Q1 | $1.92M | Buy |
5,430
+515
| +10% | +$182K | 0.21% | 16 |
|
|
2021
Q4 | $1.47M | Buy |
+4,915
| New | +$1.47M | 0.15% | 35 |
|