Melone Private Wealth’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 | $691K | Sell |
1,422
-6
| -0.4% | -$2.91K | 0.35% | 35 |
|
|
2025
Q1 | $761K | Sell |
1,428
-43
| -3% | -$22.9K | 0.4% | 33 |
|
|
2024
Q4 | $667K | Sell |
1,471
-16
| -1% | -$7.25K | 0.35% | 35 |
|
|
2024
Q3 | $684K | Buy |
1,487
+336
| +29% | +$155K | 0.36% | 35 |
|
|
2024
Q2 | $468K | Hold |
1,151
| – | – | 0.28% | 41 |
|
|
2024
Q1 | $484K | Hold |
1,151
| – | – | 0.29% | 41 |
|
|
2023
Q4 | $411K | Buy |
1,151
+4
| +0.3% | +$1.43K | 0.26% | 43 |
|
|
2023
Q3 | $402K | Hold |
1,147
| – | – | 0.29% | 45 |
|
|
2023
Q2 | $391K | Buy |
1,147
+16
| +1% | +$5.46K | 0.28% | 47 |
|
|
2023
Q1 | $351K | Hold |
1,131
| – | – | 0.27% | 46 |
|
|
2022
Q4 | $349K | Buy |
1,131
+67
| +6% | +$20.7K | 0.3% | 47 |
|
|
2022
Q3 | $294K | Hold |
1,064
| – | – | 0.26% | 52 |
|
|
2022
Q2 | $299K | Hold |
1,064
| – | – | 0.25% | 52 |
|
|
2022
Q1 | $352K | Hold |
1,064
| – | – | 0.29% | 54 |
|
|
2021
Q4 | $318K | Buy |
+1,064
| New | +$318K | 0.24% | 55 |
|