Ledgewood Wealth Advisors’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 | $656K | Hold |
1,350
| – | – | 0.41% | 37 |
|
2025
Q1 | $719K | Hold |
1,350
| – | – | 0.46% | 33 |
|
2024
Q4 | $612K | Hold |
1,350
| – | – | 0.39% | 36 |
|
2024
Q3 | $621K | Hold |
1,350
| – | – | 0.42% | 32 |
|
2024
Q2 | $549K | Hold |
1,350
| – | – | 0.47% | 31 |
|
2024
Q1 | $568K | Hold |
1,350
| – | – | 0.53% | 30 |
|
2023
Q4 | $481K | Buy |
+1,350
| New | +$481K | 0.44% | 32 |
|