MGO 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 | $822K | Hold |
1,692
| – | – | 0.53% | 36 |
|
|
2025
Q1 | $901K | Hold |
1,692
| – | – | 0.64% | 31 |
|
|
2024
Q4 | $767K | Sell |
1,692
-208
| -11% | -$94.3K | 0.55% | 35 |
|
|
2024
Q3 | $874K | Sell |
1,900
-396
| -17% | -$182K | 0.62% | 27 |
|
|
2024
Q2 | $934K | Sell |
2,296
-30
| -1% | -$12.2K | 0.59% | 32 |
|
|
2024
Q1 | $978K | Sell |
2,326
-197
| -8% | -$82.8K | 0.61% | 29 |
|
|
2023
Q4 | $900K | Sell |
2,523
-35
| -1% | -$12.5K | 0.62% | 31 |
|
|
2023
Q3 | $896K | Buy |
2,558
+95
| +4% | +$33.3K | 0.67% | 33 |
|
|
2023
Q2 | $840K | Sell |
2,463
-100
| -4% | -$34.1K | 0.63% | 33 |
|
|
2023
Q1 | $791K | Sell |
2,563
-218
| -8% | -$67.3K | 0.62% | 35 |
|
|
2022
Q4 | $859K | Sell |
2,781
-1
| -0% | -$309 | 0.39% | 54 |
|
|
2022
Q3 | $743K | Buy |
+2,782
| New | +$743K | 0.35% | 55 |
|