North Ridge 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 | $223K | Hold |
460
| – | – | 0.14% | 42 |
|
|
2025
Q1 | $245K | Sell |
460
-38
| -8% | -$20.2K | 0.16% | 38 |
|
|
2024
Q4 | $226K | Sell |
498
-190
| -28% | -$86.1K | 0.16% | 39 |
|
|
2024
Q3 | $317K | Sell |
688
-172
| -20% | -$79.2K | 0.22% | 39 |
|
|
2024
Q2 | $350K | Buy |
860
+25
| +3% | +$10.2K | 0.27% | 39 |
|
|
2024
Q1 | $351K | Hold |
835
| – | – | 0.27% | 35 |
|
|
2023
Q4 | $298K | Hold |
835
| – | – | 0.25% | 36 |
|
|
2023
Q3 | $293K | Hold |
835
| – | – | 0.28% | 34 |
|
|
2023
Q2 | $285K | Sell |
835
-238
| -22% | -$81.2K | 0.27% | 34 |
|
|
2023
Q1 | $331K | Buy |
+1,073
| New | +$331K | 0.33% | 31 |
|