Marcum Wealth’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
Q1 | $4.85M | Buy |
9,098
+48
| +0.5% | +$25.6K | 0.42% | 29 |
|
|
2024
Q4 | $4.1M | Buy |
9,050
+199
| +2% | +$90.2K | 0.36% | 35 |
|
|
2024
Q3 | $4.07M | Buy |
8,851
+212
| +2% | +$97.6K | 0.38% | 30 |
|
|
2024
Q2 | $3.51M | Buy |
8,639
+323
| +4% | +$131K | 0.35% | 31 |
|
|
2024
Q1 | $3.5M | Buy |
8,316
+34
| +0.4% | +$14.3K | 0.35% | 28 |
|
|
2023
Q4 | $2.95M | Sell |
8,282
-378
| -4% | -$135K | 0.31% | 29 |
|
|
2023
Q3 | $3.03M | Buy |
8,660
+40
| +0.5% | +$14K | 0.36% | 28 |
|
|
2023
Q2 | $2.94M | Buy |
8,620
+135
| +2% | +$46K | 0.35% | 28 |
|
|
2023
Q1 | $2.62M | Buy |
8,485
+989
| +13% | +$305K | 0.33% | 30 |
|
|
2022
Q4 | $2.32M | Buy |
7,496
+476
| +7% | +$147K | 0.31% | 32 |
|
|
2022
Q3 | $1.87M | Sell |
7,020
-641
| -8% | -$171K | 0.28% | 39 |
|
|
2022
Q2 | $2.09M | Buy |
7,661
+375
| +5% | +$102K | 0.31% | 35 |
|
|
2022
Q1 | $2.57M | Buy |
7,286
+115
| +2% | +$40.6K | 0.35% | 31 |
|
|
2021
Q4 | $2.14M | Buy |
7,171
+320
| +5% | +$95.7K | 0.3% | 41 |
|
|
2021
Q3 | $1.87M | Buy |
6,851
+3,336
| +95% | +$911K | 0.29% | 44 |
|
|
2021
Q2 | $977K | Sell |
3,515
-1,931
| -35% | -$537K | 0.16% | 99 |
|
|
2021
Q1 | $1.39M | Buy |
5,446
+2,822
| +108% | +$721K | 0.23% | 61 |
|
|
2020
Q4 | $608K | Buy |
2,624
+73
| +3% | +$16.9K | 0.14% | 53 |
|
|
2020
Q3 | $543K | Sell |
2,551
-384
| -13% | -$81.7K | 0.17% | 43 |
|
|
2020
Q2 | $524K | Sell |
2,935
-676
| -19% | -$121K | 0.16% | 51 |
|
|
2020
Q1 | $660K | Buy |
3,611
+197
| +6% | +$36K | 0.26% | 33 |
|
|
2019
Q4 | $773K | Buy |
+3,414
| New | +$773K | 0.29% | 33 |
|