McNaughton 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 | $1.44M | Buy |
2,962
+184
| +7% | +$89.4K | 0.64% | 47 |
|
2025
Q1 | $1.48M | Buy |
2,778
+89
| +3% | +$47.4K | 0.72% | 38 |
|
2024
Q4 | $1.22M | Buy |
2,689
+36
| +1% | +$16.3K | 0.59% | 40 |
|
2024
Q3 | $1.22M | Buy |
2,653
+21
| +0.8% | +$9.67K | 0.59% | 38 |
|
2024
Q2 | $1.07M | Buy |
2,632
+126
| +5% | +$51.3K | 0.57% | 39 |
|
2024
Q1 | $1.05M | Buy |
2,506
+177
| +8% | +$74.4K | 0.58% | 39 |
|
2023
Q4 | $831K | Buy |
2,329
+338
| +17% | +$121K | 0.49% | 39 |
|
2023
Q3 | $697K | Sell |
1,991
-31
| -2% | -$10.9K | 0.46% | 41 |
|
2023
Q2 | $690K | Buy |
2,022
+26
| +1% | +$8.87K | 0.44% | 45 |
|
2023
Q1 | $616K | Buy |
1,996
+21
| +1% | +$6.48K | 0.41% | 41 |
|
2022
Q4 | $610K | Buy |
1,975
+17
| +0.9% | +$5.25K | 0.42% | 37 |
|
2022
Q3 | $523K | Buy |
1,958
+75
| +4% | +$20K | 0.38% | 43 |
|
2022
Q2 | $514K | Buy |
1,883
+586
| +45% | +$160K | 0.36% | 42 |
|
2022
Q1 | $458K | Buy |
1,297
+26
| +2% | +$9.18K | 0.3% | 39 |
|
2021
Q4 | $406K | Buy |
1,271
+96
| +8% | +$30.7K | 0.26% | 42 |
|
2021
Q3 | $321K | Buy |
1,175
+58
| +5% | +$15.8K | 0.23% | 40 |
|
2021
Q2 | $310K | Buy |
1,117
+148
| +15% | +$41.1K | 0.22% | 42 |
|
2021
Q1 | $248K | Buy |
969
+48
| +5% | +$12.3K | 0.19% | 45 |
|
2020
Q4 | $214K | Buy |
+921
| New | +$214K | 0.17% | 47 |
|