JPL 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 | $5.13M | Sell |
10,559
-53
| -0.5% | -$25.7K | 1.38% | 22 |
|
|
2025
Q1 | $5.65M | Buy |
10,612
+1,581
| +18% | +$842K | 1.61% | 13 |
|
|
2024
Q4 | $4.09M | Buy |
+9,031
| New | +$4.09M | 1.17% | 27 |
|
|
2024
Q2 | $2.1M | Buy |
5,163
+3,121
| +153% | +$1.27M | 1.03% | 47 |
|
|
2024
Q1 | $859K | Sell |
2,042
-280
| -12% | -$118K | 0.47% | 71 |
|
|
2023
Q4 | $828K | Buy |
+2,322
| New | +$828K | 0.6% | 73 |
|