Keebeck 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 | $2.49M | Buy |
5,128
+302
| +6% | +$147K | 0.33% | 81 |
|
2025
Q1 | $2.57M | Buy |
4,826
+244
| +5% | +$130K | 0.38% | 73 |
|
2024
Q4 | $2.08M | Buy |
4,582
+170
| +4% | +$77.1K | 0.3% | 88 |
|
2024
Q3 | $2.03M | Sell |
4,412
-60
| -1% | -$27.6K | 0.29% | 89 |
|
2024
Q2 | $1.82M | Sell |
4,472
-19
| -0.4% | -$7.73K | 0.27% | 96 |
|
2024
Q1 | $1.89M | Sell |
4,491
-100
| -2% | -$42.1K | 0.28% | 100 |
|
2023
Q4 | $1.64M | Buy |
4,591
+100
| +2% | +$35.7K | 0.27% | 102 |
|
2023
Q3 | $1.57M | Buy |
4,491
+50
| +1% | +$17.5K | 0.27% | 91 |
|
2023
Q2 | $1.51M | Buy |
4,441
+913
| +26% | +$311K | 0.21% | 95 |
|
2023
Q1 | $1.09M | Hold |
3,528
| – | – | 0.18% | 110 |
|
2022
Q4 | $1.09M | Buy |
3,528
+58
| +2% | +$17.9K | 0.19% | 110 |
|
2022
Q3 | $927K | Sell |
3,470
-145
| -4% | -$38.7K | 0.18% | 110 |
|
2022
Q2 | $987K | Buy |
3,615
+175
| +5% | +$47.8K | 0.19% | 113 |
|
2022
Q1 | $1.21M | Buy |
3,440
+620
| +22% | +$219K | 0.2% | 104 |
|
2021
Q4 | $843K | Hold |
2,820
| – | – | 0.15% | 117 |
|
2021
Q3 | $770K | Buy |
2,820
+200
| +8% | +$54.6K | 0.15% | 119 |
|
2021
Q2 | $728K | Sell |
2,620
-25
| -0.9% | -$6.95K | 0.1% | 137 |
|
2021
Q1 | $676K | Buy |
2,645
+300
| +13% | +$76.7K | 0.11% | 139 |
|
2020
Q4 | $544K | Hold |
2,345
| – | – | 0.09% | 144 |
|
2020
Q3 | $499K | Buy |
2,345
+1,050
| +81% | +$223K | 0.1% | 135 |
|
2020
Q2 | $231K | Sell |
1,295
-888
| -41% | -$158K | 0.07% | 149 |
|
2020
Q1 | $399K | Buy |
2,183
+830
| +61% | +$152K | 0.17% | 107 |
|
2019
Q4 | $306K | Buy |
+1,353
| New | +$306K | 0.1% | 117 |
|