Measured Wealth Private Client Group’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 | $348K | Sell |
717
-6
| -0.8% | -$2.92K | 0.1% | 130 |
|
|
2025
Q1 | $385K | Sell |
723
-16
| -2% | -$8.52K | 0.12% | 116 |
|
|
2024
Q4 | $335K | Sell |
739
-8
| -1% | -$3.63K | 0.11% | 125 |
|
|
2024
Q3 | $344K | Sell |
747
-113
| -13% | -$52K | 0.12% | 117 |
|
|
2024
Q2 | $350K | Hold |
860
| – | – | 0.12% | 131 |
|
|
2024
Q1 | $362K | Hold |
860
| – | – | 0.13% | 124 |
|
|
2023
Q4 | $307K | Buy |
860
+8
| +0.9% | +$2.85K | 0.11% | 132 |
|
|
2023
Q3 | $298K | Sell |
852
-30
| -3% | -$10.5K | 0.12% | 122 |
|
|
2023
Q2 | $301K | Sell |
882
-21
| -2% | -$7.16K | 0.11% | 138 |
|
|
2023
Q1 | $279K | Sell |
903
-20
| -2% | -$6.18K | 0.11% | 144 |
|
|
2022
Q4 | $285K | Hold |
923
| – | – | 0.12% | 124 |
|
|
2022
Q3 | $246K | Sell |
923
-285
| -24% | -$76K | 0.11% | 122 |
|
|
2022
Q2 | $330K | Sell |
1,208
-60
| -5% | -$16.4K | 0.15% | 108 |
|
|
2022
Q1 | $447K | Buy |
1,268
+285
| +29% | +$100K | 0.16% | 79 |
|
|
2021
Q4 | $294K | Sell |
983
-230
| -19% | -$68.8K | 0.1% | 125 |
|
|
2021
Q3 | $331K | Sell |
1,213
-36
| -3% | -$9.82K | 0.13% | 110 |
|
|
2021
Q2 | $347K | Hold |
1,249
| – | – | 0.11% | 121 |
|
|
2021
Q1 | $319K | Sell |
1,249
-459
| -27% | -$117K | 0.11% | 104 |
|
|
2020
Q4 | $396K | Sell |
1,708
-14
| -0.8% | -$3.25K | 0.16% | 68 |
|
|
2020
Q3 | $367K | Buy |
1,722
+335
| +24% | +$71.4K | 0.18% | 72 |
|
|
2020
Q2 | $248K | Buy |
1,387
+124
| +10% | +$22.2K | 0.14% | 90 |
|
|
2020
Q1 | $231K | Sell |
1,263
-30
| -2% | -$5.49K | 0.18% | 77 |
|
|
2019
Q4 | $293K | Sell |
1,293
-50
| -4% | -$11.3K | 0.2% | 74 |
|
|
2019
Q3 | $279K | Sell |
1,343
-1,463
| -52% | -$304K | 0.18% | 86 |
|
|
2019
Q2 | $598K | Sell |
2,806
-735
| -21% | -$157K | 0.35% | 52 |
|
|
2019
Q1 | $711K | Buy |
3,541
+1,508
| +74% | +$303K | 0.44% | 41 |
|
|
2018
Q4 | $415K | Sell |
2,033
-840
| -29% | -$171K | 0.38% | 42 |
|
|
2018
Q3 | $615K | Sell |
2,873
-140
| -5% | -$30K | 0.37% | 35 |
|
|
2018
Q2 | $562K | Buy |
+3,013
| New | +$562K | 0.46% | 36 |
|
|
2017
Q3 | $217K | Buy |
+1,185
| New | +$217K | 0.3% | 39 |
|