Ledge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.85M | Sell |
7,982
-133
| -2% | -$47.4K | 1.11% | 21 |
|
|
2023
Q3 | $2.84M | Buy |
8,115
+677
| +9% | +$237K | 1.28% | 19 |
|
|
2023
Q2 | $2.54M | Sell |
7,438
-1,016
| -12% | -$346K | 1.21% | 20 |
|
|
2023
Q1 | $2.61M | Buy |
8,454
+371
| +5% | +$115K | 1.24% | 22 |
|
|
2022
Q4 | $2.5M | Buy |
8,083
+1,320
| +20% | +$408K | 1.14% | 23 |
|
|
2022
Q3 | $1.81M | Sell |
6,763
-757
| -10% | -$202K | 1.11% | 24 |
|
|
2022
Q2 | $2.05M | Buy |
7,520
+1,262
| +20% | +$345K | 1.26% | 24 |
|
|
2022
Q1 | $2.21M | Buy |
+6,258
| New | +$2.21M | 1.37% | 15 |
|