Modern Wealth 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 | $32.1M | Buy |
66,016
+23,052
| +54% | +$11.2M | 0.8% | 26 |
|
|
2025
Q1 | $22.9M | Sell |
42,964
-639
| -1% | -$340K | 0.73% | 29 |
|
|
2024
Q4 | $19.8M | Buy |
43,603
+4,537
| +12% | +$2.06M | 0.74% | 32 |
|
|
2024
Q3 | $18M | Buy |
39,066
+30,707
| +367% | +$14.1M | 1.1% | 19 |
|
|
2024
Q2 | $3.4M | Buy |
8,359
+387
| +5% | +$157K | 0.25% | 57 |
|
|
2024
Q1 | $3.35M | Buy |
7,972
+2,390
| +43% | +$1.01M | 0.31% | 45 |
|
|
2023
Q4 | $1.99M | Buy |
+5,582
| New | +$1.99M | 0.25% | 39 |
|