Montz Harcus 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 | $1.48M | Buy |
3,051
+83
| +3% | +$40.3K | 0.72% | 22 |
|
|
2025
Q1 | $1.58M | Buy |
2,968
+3
| +0.1% | +$1.6K | 0.86% | 21 |
|
|
2024
Q4 | $1.34M | Sell |
2,965
-2
| -0.1% | -$907 | 0.75% | 22 |
|
|
2024
Q3 | $1.37M | Buy |
2,967
+8
| +0.3% | +$3.68K | 0.8% | 20 |
|
|
2024
Q2 | $1.2M | Buy |
2,959
+1
| +0% | +$407 | 0.78% | 20 |
|
|
2024
Q1 | $1.24M | Buy |
2,958
+22
| +0.7% | +$9.25K | 0.84% | 20 |
|
|
2023
Q4 | $1.05M | Buy |
2,936
+7
| +0.2% | +$2.5K | 0.8% | 18 |
|
|
2023
Q3 | $1.03M | Buy |
2,929
+8
| +0.3% | +$2.8K | 0.88% | 18 |
|
|
2023
Q2 | $996K | Buy |
2,921
+234
| +9% | +$79.8K | 0.82% | 18 |
|
|
2023
Q1 | $830K | Hold |
2,687
| – | – | 0.77% | 20 |
|
|
2022
Q4 | $830K | Hold |
2,687
| – | – | 0.82% | 18 |
|
|
2022
Q3 | $717K | Hold |
2,687
| – | – | 0.79% | 20 |
|
|
2022
Q2 | $734K | Sell |
2,687
-5
| -0.2% | -$1.37K | 0.77% | 20 |
|
|
2022
Q1 | $950K | Hold |
2,692
| – | – | 0.85% | 19 |
|
|
2021
Q4 | $805K | Buy |
+2,692
| New | +$805K | 0.71% | 20 |
|