Long Island 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99M | Sell |
8,206
-138
| -2% | -$67K | 2.07% | 15 |
|
|
2025
Q1 | $4.44M | Sell |
8,344
-20
| -0.2% | -$10.7K | 2.71% | 13 |
|
|
2024
Q4 | $3.79M | Sell |
8,364
-188
| -2% | -$85.2K | 2.37% | 15 |
|
|
2024
Q3 | $3.94M | Hold |
8,552
| – | – | 2.59% | 12 |
|
|
2024
Q2 | $3.48M | Sell |
8,552
-88
| -1% | -$35.8K | 2.45% | 13 |
|
|
2024
Q1 | $3.63M | Hold |
8,640
| – | – | 2.57% | 12 |
|
|
2023
Q4 | $3.08M | Buy |
+8,640
| New | +$3.08M | 2.2% | 13 |
|