Marks Group 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 | $5.14M | Sell |
10,573
-194
| -2% | -$94.2K | 0.48% | 80 |
|
|
2025
Q1 | $5.73M | Buy |
10,767
+41
| +0.4% | +$21.8K | 0.55% | 73 |
|
|
2024
Q4 | $4.86M | Buy |
10,726
+94
| +0.9% | +$42.6K | 0.48% | 80 |
|
|
2024
Q3 | $4.89M | Buy |
10,632
+279
| +3% | +$128K | 0.47% | 82 |
|
|
2024
Q2 | $4.21M | Buy |
10,353
+1,493
| +17% | +$607K | 0.44% | 81 |
|
|
2024
Q1 | $3.73M | Buy |
8,860
+159
| +2% | +$66.9K | 0.39% | 84 |
|
|
2023
Q4 | $3.1M | Buy |
8,701
+552
| +7% | +$197K | 0.35% | 90 |
|
|
2023
Q3 | $2.85M | Sell |
8,149
-143
| -2% | -$50.1K | 0.35% | 92 |
|
|
2023
Q2 | $2.83M | Sell |
8,292
-91
| -1% | -$31K | 0.34% | 97 |
|
|
2023
Q1 | $2.59M | Buy |
8,383
+115
| +1% | +$35.5K | 0.33% | 102 |
|
|
2022
Q4 | $2.55M | Sell |
8,268
-45
| -0.5% | -$13.9K | 0.35% | 97 |
|
|
2022
Q3 | $2.22M | Buy |
8,313
+470
| +6% | +$126K | 0.34% | 96 |
|
|
2022
Q2 | $2.14M | Sell |
7,843
-131
| -2% | -$35.8K | 0.31% | 100 |
|
|
2022
Q1 | $2.81M | Buy |
7,974
+467
| +6% | +$165K | 0.35% | 95 |
|
|
2021
Q4 | $2.23M | Buy |
7,507
+1,361
| +22% | +$405K | 0.27% | 115 |
|
|
2021
Q3 | $1.68M | Buy |
6,146
+82
| +1% | +$22.4K | 0.23% | 118 |
|
|
2021
Q2 | $1.72M | Buy |
6,064
+67
| +1% | +$19K | 0.24% | 118 |
|
|
2021
Q1 | $1.58M | Buy |
5,997
+249
| +4% | +$65.4K | 0.23% | 117 |
|
|
2020
Q4 | $1.33M | Buy |
5,748
+376
| +7% | +$87.2K | 0.21% | 126 |
|
|
2020
Q3 | $1.14M | Buy |
5,372
+323
| +6% | +$68.8K | 0.21% | 128 |
|
|
2020
Q2 | $924K | Buy |
5,049
+179
| +4% | +$32.8K | 0.19% | 130 |
|
|
2020
Q1 | $912K | Buy |
4,870
+423
| +10% | +$79.2K | 0.24% | 117 |
|
|
2019
Q4 | $1.01M | Buy |
+4,447
| New | +$1.01M | 0.2% | 137 |
|