Mills Wealth Advisors’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 | $396K | Buy |
815
+1
| +0.1% | +$486 | 0.18% | 48 |
|
|
2025
Q1 | $434K | Buy |
814
+1
| +0.1% | +$533 | 0.23% | 45 |
|
|
2024
Q4 | $369K | Buy |
813
+9
| +1% | +$4.08K | 0.21% | 42 |
|
|
2024
Q3 | $370K | Buy |
804
+83
| +12% | +$38.2K | 0.25% | 39 |
|
|
2024
Q2 | $293K | Hold |
721
| – | – | 0.21% | 40 |
|
|
2024
Q1 | $303K | Buy |
721
+37
| +5% | +$15.6K | 0.22% | 40 |
|
|
2023
Q4 | $244K | Buy |
684
+15
| +2% | +$5.35K | 0.19% | 43 |
|
|
2023
Q3 | $234K | Buy |
+669
| New | +$234K | 0.19% | 41 |
|