Milestone Asset 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 | $1.27M | Sell |
2,617
-142
| -5% | -$69K | 0.27% | 68 |
|
|
2025
Q1 | $1.47M | Buy |
2,759
+100
| +4% | +$53.3K | 0.31% | 69 |
|
|
2024
Q4 | $1.21M | Sell |
2,659
-992
| -27% | -$450K | 0.27% | 87 |
|
|
2024
Q3 | $1.68M | Buy |
3,651
+1,602
| +78% | +$737K | 0.38% | 55 |
|
|
2024
Q2 | $834K | Buy |
2,049
+603
| +42% | +$245K | 0.21% | 94 |
|
|
2024
Q1 | $608K | Sell |
1,446
-69
| -5% | -$29K | 0.17% | 94 |
|
|
2023
Q4 | $540K | Buy |
1,515
+103
| +7% | +$36.7K | 0.18% | 36 |
|
|
2023
Q3 | $491K | Buy |
1,412
+1
| +0.1% | +$348 | 0.17% | 34 |
|
|
2023
Q2 | $481K | Sell |
1,411
-1
| -0.1% | -$341 | 0.21% | 32 |
|
|
2023
Q1 | $436K | Sell |
1,412
-148
| -9% | -$45.7K | 0.25% | 43 |
|
|
2022
Q4 | $484K | Buy |
+1,560
| New | +$484K | 0.29% | 32 |
|