Levy Wealth Management Group’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
Q2 | $2.37M | Buy |
5,821
+2
| +0% | +$814 | 0.61% | 20 |
|
|
2024
Q1 | $2.08M | Hold |
5,819
| – | – | 0.58% | 21 |
|
|
2023
Q4 | $2.08M | Buy |
5,819
+23
| +0.4% | +$8.2K | 0.58% | 21 |
|
|
2023
Q3 | $2.03M | Sell |
5,796
-198
| -3% | -$69.4K | 0.63% | 22 |
|
|
2023
Q2 | $2.04M | Sell |
5,994
-1
| -0% | -$341 | 0.61% | 23 |
|
|
2023
Q1 | $1.85M | Buy |
5,995
+2,145
| +56% | +$662K | 0.57% | 27 |
|
|
2022
Q4 | $1.19M | Sell |
3,850
-18
| -0.5% | -$5.56K | 0.4% | 33 |
|
|
2022
Q3 | $1.03M | Buy |
3,868
+62
| +2% | +$16.6K | 0.44% | 28 |
|
|
2022
Q2 | $1.04M | Hold |
3,806
| – | – | 0.48% | 28 |
|
|
2022
Q1 | $1.34M | Buy |
3,806
+258
| +7% | +$91K | 0.56% | 25 |
|
|
2021
Q4 | $1.06M | Hold |
3,548
| – | – | 0.48% | 28 |
|
|
2021
Q3 | $968K | Hold |
3,548
| – | – | 0.53% | 26 |
|
|
2021
Q2 | $986K | Sell |
3,548
-40
| -1% | -$11.1K | 0.57% | 27 |
|
|
2021
Q1 | $917K | Sell |
3,588
-50
| -1% | -$12.8K | 0.6% | 25 |
|
|
2020
Q4 | $844K | Buy |
+3,638
| New | +$844K | 0.6% | 27 |
|