Masso Torrence 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 | $457K | Sell |
941
-30
| -3% | -$14.6K | 0.21% | 70 |
|
2025
Q1 | $517K | Sell |
971
-14
| -1% | -$7.46K | 0.28% | 59 |
|
2024
Q4 | $446K | Buy |
985
+30
| +3% | +$13.6K | 0.23% | 63 |
|
2024
Q3 | $440K | Hold |
955
| – | – | 0.24% | 60 |
|
2024
Q2 | $388K | Buy |
955
+166
| +21% | +$67.5K | 0.22% | 65 |
|
2024
Q1 | $332K | Hold |
789
| – | – | 0.2% | 73 |
|
2023
Q4 | $281K | Sell |
789
-2
| -0.3% | -$713 | 0.19% | 69 |
|
2023
Q3 | $277K | Buy |
791
+16
| +2% | +$5.61K | 0.21% | 68 |
|
2023
Q2 | $264K | Hold |
775
| – | – | 0.19% | 73 |
|
2023
Q1 | $239K | Sell |
775
-30
| -4% | -$9.26K | 0.19% | 78 |
|
2022
Q4 | $249K | Hold |
805
| – | – | 0.2% | 77 |
|
2022
Q3 | $215K | Hold |
805
| – | – | 0.19% | 80 |
|
2022
Q2 | $220K | Buy |
805
+105
| +15% | +$28.7K | 0.19% | 73 |
|
2022
Q1 | $247K | Hold |
700
| – | – | 0.2% | 72 |
|
2021
Q4 | $209K | Buy |
+700
| New | +$209K | 0.15% | 84 |
|