Mosaic Family Wealth Partners’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 | $3.95M | Buy |
8,125
+531
| +7% | +$258K | 0.5% | 28 |
|
|
2025
Q1 | $4.04M | Sell |
7,594
-2
| -0% | -$1.07K | 0.57% | 24 |
|
|
2024
Q4 | $3.44M | Buy |
7,596
+42
| +0.6% | +$19K | 0.5% | 27 |
|
|
2024
Q3 | $3.48M | Sell |
7,554
-10
| -0.1% | -$4.6K | 0.52% | 27 |
|
|
2024
Q2 | $3.08M | Buy |
7,564
+10
| +0.1% | +$4.07K | 0.49% | 29 |
|
|
2024
Q1 | $3.18M | Sell |
7,554
-256
| -3% | -$108K | 0.52% | 28 |
|
|
2023
Q4 | $2.79M | Sell |
7,810
-279
| -3% | -$99.5K | 0.48% | 31 |
|
|
2023
Q3 | $2.83M | Hold |
8,089
| – | – | 0.57% | 27 |
|
|
2023
Q2 | $2.76M | Buy |
8,089
+500
| +7% | +$170K | 0.54% | 28 |
|
|
2023
Q1 | $2.34M | Sell |
7,589
-42
| -0.6% | -$13K | 0.49% | 30 |
|
|
2022
Q4 | $2.36M | Buy |
+7,631
| New | +$2.36M | 0.67% | 26 |
|