Kolinsky 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $870K | Buy |
1,919
+36
| +2% | +$16.3K | 0.53% | 27 |
|
|
2024
Q3 | $867K | Buy |
1,883
+129
| +7% | +$59.4K | 0.56% | 32 |
|
|
2024
Q2 | $714K | Buy |
1,754
+143
| +9% | +$58.2K | 0.51% | 38 |
|
|
2024
Q1 | $677K | Buy |
1,611
+198
| +14% | +$83.3K | 0.52% | 39 |
|
|
2023
Q4 | $504K | Sell |
1,413
-1,192
| -46% | -$425K | 0.44% | 51 |
|
|
2023
Q3 | $913K | Buy |
2,605
+70
| +3% | +$24.5K | 0.91% | 15 |
|
|
2023
Q2 | $854K | Buy |
2,535
+79
| +3% | +$26.6K | 0.81% | 16 |
|
|
2023
Q1 | $758K | Buy |
2,456
+75
| +3% | +$23.1K | 0.8% | 18 |
|
|
2022
Q4 | $735K | Sell |
2,381
-90
| -4% | -$27.8K | 0.84% | 19 |
|
|
2022
Q3 | $660K | Buy |
2,471
+22
| +0.9% | +$5.88K | 0.83% | 15 |
|
|
2022
Q2 | $669K | Sell |
2,449
-8
| -0.3% | -$2.19K | 0.79% | 21 |
|
|
2022
Q1 | $867K | Buy |
2,457
+155
| +7% | +$54.7K | 0.85% | 19 |
|
|
2021
Q4 | $688K | Buy |
+2,302
| New | +$688K | 0.64% | 23 |
|