Naviter Wealth’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 | $8.09M | Buy |
16,662
+92
| +0.6% | +$44.7K | 1% | 19 |
|
|
2025
Q1 | $8.72M | Buy |
16,570
+697
| +4% | +$367K | 1.06% | 17 |
|
|
2024
Q4 | $7.19M | Buy |
15,873
+3,104
| +24% | +$1.41M | 0.87% | 21 |
|
|
2024
Q3 | $5.88M | Sell |
12,769
-302
| -2% | -$139K | 0.82% | 24 |
|
|
2024
Q2 | $5.32M | Buy |
13,071
+312
| +2% | +$127K | 0.79% | 25 |
|
|
2024
Q1 | $5.37M | Buy |
12,759
+1,479
| +13% | +$622K | 0.88% | 25 |
|
|
2023
Q4 | $4.02M | Buy |
11,280
+2,087
| +23% | +$744K | 0.81% | 30 |
|
|
2023
Q3 | $3.22M | Buy |
9,193
+502
| +6% | +$176K | 0.78% | 27 |
|
|
2023
Q2 | $2.96M | Buy |
8,691
+808
| +10% | +$276K | 0.75% | 28 |
|
|
2023
Q1 | $2.43M | Sell |
7,883
-942
| -11% | -$291K | 0.85% | 21 |
|
|
2022
Q4 | $2.75M | Buy |
8,825
+669
| +8% | +$208K | 0.75% | 23 |
|
|
2022
Q3 | $2.18M | Buy |
8,156
+915
| +13% | +$244K | 0.89% | 17 |
|
|
2022
Q2 | $1.98M | Buy |
7,241
+6,500
| +877% | +$1.77M | 0.81% | 19 |
|
|
2022
Q1 | $262K | Hold |
741
| – | – | 0.09% | 84 |
|
|
2021
Q4 | $222K | Buy |
+741
| New | +$222K | 0.07% | 95 |
|