Madison Wealth Partners’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 | $2.21M | Buy |
4,548
+144
| +3% | +$70K | 0.48% | 33 |
|
|
2025
Q1 | $2.35M | Buy |
4,404
+87
| +2% | +$46.3K | 0.58% | 26 |
|
|
2024
Q4 | $1.96M | Buy |
4,317
+700
| +19% | +$317K | 0.55% | 30 |
|
|
2024
Q3 | $1.66M | Buy |
3,617
+300
| +9% | +$138K | 0.49% | 29 |
|
|
2024
Q2 | $1.35M | Buy |
3,317
+194
| +6% | +$78.9K | 0.46% | 30 |
|
|
2024
Q1 | $1.31M | Sell |
3,123
-4
| -0.1% | -$1.68K | 0.48% | 26 |
|
|
2023
Q4 | $1.12M | Buy |
3,127
+146
| +5% | +$52.1K | 0.44% | 31 |
|
|
2023
Q3 | $1.04M | Buy |
2,981
+122
| +4% | +$42.7K | 0.53% | 24 |
|
|
2023
Q2 | $975K | Sell |
2,859
-15
| -0.5% | -$5.12K | 0.46% | 26 |
|
|
2023
Q1 | $887K | Sell |
2,874
-39
| -1% | -$12K | 0.45% | 25 |
|
|
2022
Q4 | $900K | Buy |
2,913
+235
| +9% | +$72.6K | 0.53% | 25 |
|
|
2022
Q3 | $715K | Buy |
2,678
+102
| +4% | +$27.2K | 0.47% | 27 |
|
|
2022
Q2 | $703K | Buy |
2,576
+12
| +0.5% | +$3.28K | 0.45% | 26 |
|
|
2022
Q1 | $905K | Buy |
2,564
+49
| +2% | +$17.3K | 0.51% | 25 |
|
|
2021
Q4 | $752K | Buy |
2,515
+20
| +0.8% | +$5.98K | 0.38% | 25 |
|
|
2021
Q3 | $681K | Buy |
2,495
+18
| +0.7% | +$4.91K | 0.38% | 28 |
|
|
2021
Q2 | $688K | Buy |
2,477
+439
| +22% | +$122K | 0.39% | 27 |
|
|
2021
Q1 | $473K | Hold |
2,038
| – | – | 0.33% | 27 |
|
|
2020
Q4 | $472K | Buy |
+2,038
| New | +$472K | 0.32% | 28 |
|