MBM Wealth Consultants’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 | $1.36M | Sell |
2,796
-380
| -12% | -$185K | 0.36% | 45 |
|
|
2025
Q1 | $1.69M | Sell |
3,176
-1
| -0% | -$533 | 0.5% | 31 |
|
|
2024
Q4 | $1.43M | Buy |
3,177
+121
| +4% | +$54.6K | 0.43% | 37 |
|
|
2024
Q3 | $1.41M | Buy |
3,056
+224
| +8% | +$103K | 0.44% | 37 |
|
|
2024
Q2 | $1.16M | Buy |
2,832
+254
| +10% | +$104K | 0.4% | 41 |
|
|
2024
Q1 | $1.08M | Sell |
2,578
-74
| -3% | -$31.1K | 0.38% | 44 |
|
|
2023
Q4 | $1.02M | Buy |
+2,652
| New | +$1.02M | 0.38% | 42 |
|
|
2023
Q2 | – | Sell |
-50
| Closed | -$15K | – | 120 |
|
|
2023
Q1 | $15K | Hold |
50
| – | – | 0.01% | 202 |
|
|
2022
Q4 | $15K | Hold |
50
| – | – | 0.01% | 207 |
|
|
2022
Q3 | $14K | Sell |
50
-2,916
| -98% | -$816K | 0.01% | 197 |
|
|
2022
Q2 | $92K | Buy |
2,966
+2,916
| +5,832% | +$90.4K | 0.05% | 110 |
|
|
2022
Q1 | $18K | Sell |
50
-1
| -2% | -$360 | 0.01% | 221 |
|
|
2021
Q4 | $14K | Hold |
51
| – | – | 0.01% | 215 |
|
|
2021
Q3 | $14K | Hold |
51
| – | – | 0.01% | 216 |
|
|
2021
Q2 | $14K | Hold |
51
| – | – | 0.01% | 205 |
|
|
2021
Q1 | $13K | Buy |
51
+1
| +2% | +$255 | 0.01% | 202 |
|
|
2020
Q4 | $12K | Hold |
50
| – | – | 0.01% | 180 |
|
|
2020
Q3 | $11K | Hold |
50
| – | – | 0.01% | 174 |
|
|
2020
Q2 | $9K | Hold |
50
| – | – | 0.01% | 174 |
|
|
2020
Q1 | $9K | Hold |
50
| – | – | 0.01% | 161 |
|
|
2019
Q4 | $11K | Hold |
50
| – | – | 0.01% | 168 |
|
|
2019
Q3 | $10K | Hold |
50
| – | – | 0.01% | 165 |
|
|
2019
Q2 | $11K | Sell |
50
-724
| -94% | -$159K | 0.01% | 163 |
|
|
2019
Q1 | $155K | Sell |
774
-107
| -12% | -$21.4K | 0.14% | 86 |
|
|
2018
Q4 | $180K | Buy |
+881
| New | +$180K | 0.18% | 86 |
|