Massachusetts 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 | $2.56M | Buy |
+5,277
| New | +$2.56M | 1.45% | 27 |
|
2025
Q1 | – | Sell |
-4,870
| Closed | -$2.21M | – | 90 |
|
2024
Q4 | $2.21M | Buy |
4,870
+50
| +1% | +$22.7K | 1.36% | 28 |
|
2024
Q3 | $2.22M | Buy |
4,820
+230
| +5% | +$106K | 1.4% | 30 |
|
2024
Q2 | $1.87M | Buy |
4,590
+490
| +12% | +$199K | 1.25% | 33 |
|
2024
Q1 | $1.72M | Buy |
4,100
+825
| +25% | +$347K | 1.21% | 35 |
|
2023
Q4 | $1.17M | Buy |
3,275
+1,240
| +61% | +$442K | 0.94% | 44 |
|
2023
Q3 | $713K | Buy |
2,035
+475
| +30% | +$166K | 0.65% | 58 |
|
2023
Q2 | $532K | Buy |
1,560
+355
| +29% | +$121K | 0.51% | 63 |
|
2023
Q1 | $372K | Hold |
1,205
| – | – | 0.38% | 67 |
|
2022
Q4 | $375K | Buy |
+1,205
| New | +$375K | 0.36% | 67 |
|