NewEdge 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 | $19.9M | Buy |
43,169
+2,123
| +5% | +$980K | 0.31% | 80 |
|
|
2025
Q1 | $21.9M | Buy |
41,046
+676
| +2% | +$360K | 0.4% | 69 |
|
|
2024
Q4 | $18.3M | Buy |
40,370
+4,737
| +13% | +$2.15M | 0.32% | 82 |
|
|
2024
Q3 | $16.4M | Buy |
35,633
+8,028
| +29% | +$3.69M | 0.3% | 88 |
|
|
2024
Q2 | $11.2M | Sell |
27,605
-5,029
| -15% | -$2.05M | 0.24% | 100 |
|
|
2024
Q1 | $13.1M | Buy |
32,634
+10,059
| +45% | +$4.03M | 0.29% | 93 |
|
|
2023
Q4 | $8.05M | Buy |
22,575
+2,527
| +13% | +$901K | 0.21% | 112 |
|
|
2023
Q3 | $7.02M | Buy |
20,048
+3,495
| +21% | +$1.22M | 0.22% | 110 |
|
|
2023
Q2 | $5.64M | Sell |
16,553
-235
| -1% | -$80.1K | 0.19% | 121 |
|
|
2023
Q1 | $5.18M | Buy |
16,788
+606
| +4% | +$187K | 0.2% | 113 |
|
|
2022
Q4 | $5M | Buy |
16,182
+960
| +6% | +$297K | 0.22% | 106 |
|
|
2022
Q3 | $4.07M | Buy |
15,222
+2,496
| +20% | +$667K | 0.19% | 116 |
|
|
2022
Q2 | $3.47M | Buy |
12,726
+8,394
| +194% | +$2.29M | 0.16% | 132 |
|
|
2022
Q1 | $1.53M | Buy |
4,332
+917
| +27% | +$324K | 0.07% | 184 |
|
|
2021
Q4 | $1.02M | Buy |
+3,415
| New | +$1.02M | 0.04% | 233 |
|