Motive 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 | $1.02M | Buy |
2,106
+221
| +12% | +$107K | 0.47% | 32 |
|
|
2025
Q1 | $1M | Sell |
1,885
-75
| -4% | -$39.9K | 0.54% | 27 |
|
|
2024
Q4 | $888K | Buy |
1,960
+187
| +11% | +$84.8K | 0.48% | 32 |
|
|
2024
Q3 | $721K | Hold |
1,773
| – | – | 0.43% | 35 |
|
|
2024
Q2 | $721K | Buy |
1,773
+1
| +0.1% | +$407 | 0.43% | 35 |
|
|
2024
Q1 | $745K | Buy |
1,772
+676
| +62% | +$284K | 0.45% | 33 |
|
|
2023
Q4 | $391K | Sell |
1,096
-426
| -28% | -$152K | 0.45% | 30 |
|
|
2023
Q3 | $533K | Sell |
1,522
-87
| -5% | -$30.5K | 0.59% | 24 |
|
|
2023
Q2 | $549K | Buy |
1,609
+8
| +0.5% | +$2.73K | 0.57% | 24 |
|
|
2023
Q1 | $494K | Sell |
1,601
-207
| -11% | -$63.9K | 0.54% | 25 |
|
|
2022
Q4 | $558K | Buy |
1,808
+502
| +38% | +$155K | 0.43% | 29 |
|
|
2022
Q3 | $349K | Buy |
1,306
+503
| +63% | +$134K | 0.28% | 40 |
|
|
2022
Q2 | $219K | Sell |
803
-19
| -2% | -$5.18K | 0.17% | 74 |
|
|
2022
Q1 | $290K | Buy |
+822
| New | +$290K | 0.2% | 70 |
|