Landmark Wealth Management (New York)’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 | $303K | Hold |
624
| – | – | 0.13% | 75 |
|
|
2025
Q1 | $332K | Hold |
624
| – | – | 0.15% | 62 |
|
|
2024
Q4 | $283K | Hold |
624
| – | – | 0.13% | 65 |
|
|
2024
Q3 | $287K | Hold |
624
| – | – | 0.13% | 67 |
|
|
2024
Q2 | $254K | Hold |
624
| – | – | 0.2% | 45 |
|
|
2024
Q1 | $262K | Hold |
624
| – | – | 0.12% | 68 |
|
|
2023
Q4 | $223K | Hold |
624
| – | – | 0.11% | 70 |
|
|
2023
Q3 | $219K | Buy |
+624
| New | +$219K | 0.12% | 72 |
|
|
2022
Q2 | – | Sell |
-1,248
| Closed | -$221K | – | 59 |
|
|
2022
Q1 | $221K | Buy |
+1,248
| New | +$221K | 0.12% | 74 |
|