Jupiter 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 | $3.59M | Sell |
7,520
-8
| -0.1% | -$3.82K | 1.81% | 17 |
|
|
2025
Q1 | $3.86M | Sell |
7,528
-1,030
| -12% | -$528K | 2.34% | 17 |
|
|
2024
Q4 | $3.88M | Hold |
8,558
| – | – | 1.94% | 16 |
|
|
2024
Q3 | $3.94M | Buy |
8,558
+226
| +3% | +$104K | 2.02% | 15 |
|
|
2024
Q2 | $3.65M | Sell |
8,332
-562
| -6% | -$246K | 1.94% | 15 |
|
|
2024
Q1 | $3.61M | Buy |
8,894
+2,650
| +42% | +$1.08M | 1.91% | 17 |
|
|
2023
Q4 | $2.23M | Hold |
6,244
| – | – | 1.31% | 22 |
|
|
2023
Q3 | $2.19M | Buy |
6,244
+1,300
| +26% | +$456K | 1.42% | 20 |
|
|
2023
Q2 | $1.69M | Buy |
4,944
+645
| +15% | +$220K | 1.45% | 21 |
|
|
2023
Q1 | $1.33M | Buy |
4,299
+1,799
| +72% | +$555K | 1.22% | 25 |
|
|
2022
Q4 | $772K | Hold |
2,500
| – | – | 0.75% | 35 |
|
|
2022
Q3 | $667K | Hold |
2,500
| – | – | 0.67% | 37 |
|
|
2022
Q2 | $682K | Sell |
2,500
-3,500
| -58% | -$955K | 0.62% | 36 |
|
|
2022
Q1 | $2.12M | Hold |
6,000
| – | – | 1.32% | 25 |
|
|
2021
Q4 | $1.79M | Buy |
6,000
+95
| +2% | +$28.4K | 0.93% | 28 |
|
|
2021
Q3 | $1.69M | Hold |
5,905
| – | – | 0.79% | 34 |
|
|
2021
Q2 | $1.69M | Hold |
5,905
| – | – | 0.81% | 36 |
|
|
2021
Q1 | $1.64M | Buy |
5,905
+2,000
| +51% | +$555K | 0.83% | 34 |
|
|
2020
Q4 | $905K | Sell |
3,905
-11,095
| -74% | -$2.57M | 0.55% | 38 |
|
|
2020
Q3 | $3.19M | Sell |
15,000
-10,397
| -41% | -$2.21M | 2.25% | 18 |
|
|
2020
Q2 | $4.84M | Sell |
25,397
-150
| -0.6% | -$28.6K | 2.42% | 18 |
|
|
2020
Q1 | $4.67M | Buy |
25,547
+3
| +0% | +$548 | 2.72% | 15 |
|
|
2019
Q4 | $5.8M | Sell |
25,544
-77
| -0.3% | -$17.5K | 2.81% | 13 |
|
|
2019
Q3 | $5.33M | Sell |
25,621
-175
| -0.7% | -$36.4K | 2.85% | 12 |
|
|
2019
Q2 | $5.35M | Sell |
25,796
-213
| -0.8% | -$44.2K | 2.65% | 15 |
|
|
2019
Q1 | $5.46M | Buy |
+26,009
| New | +$5.46M | 2.63% | 18 |
|