Luminvest 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 | $688K | Hold |
1,416
| – | – | 0.25% | 24 |
|
|
2025
Q1 | $754K | Hold |
1,416
| – | – | 0.31% | 18 |
|
|
2024
Q4 | $642K | Hold |
1,416
| – | – | 0.26% | 24 |
|
|
2024
Q3 | $652K | Hold |
1,416
| – | – | 0.27% | 23 |
|
|
2024
Q2 | $649K | Buy |
1,416
+16
| +1% | +$7.33K | 0.3% | 21 |
|
|
2024
Q1 | $633K | Hold |
1,400
| – | – | 0.4% | 15 |
|
|
2023
Q4 | $640K | Buy |
+1,400
| New | +$640K | 0.42% | 15 |
|