Oak Harbor 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 | $1.06M | Hold |
2,181
| – | – | 0.29% | 73 |
|
|
2025
Q1 | $1.16M | Buy |
2,181
+565
| +35% | +$301K | 0.33% | 72 |
|
|
2024
Q4 | $733K | Sell |
1,616
-87
| -5% | -$39.4K | 0.21% | 98 |
|
|
2024
Q3 | $784K | Buy |
1,703
+87
| +5% | +$40K | 0.22% | 101 |
|
|
2024
Q2 | $657K | Sell |
1,616
-46
| -3% | -$18.7K | 0.21% | 101 |
|
|
2024
Q1 | $699K | Buy |
1,662
+46
| +3% | +$19.3K | 0.22% | 98 |
|
|
2023
Q4 | $576K | Hold |
1,616
| – | – | 0.19% | 103 |
|
|
2023
Q3 | $566K | Sell |
1,616
-799
| -33% | -$280K | 0.2% | 101 |
|
|
2023
Q2 | $824K | Hold |
2,415
| – | – | 0.28% | 79 |
|
|
2023
Q1 | $746K | Sell |
2,415
-205
| -8% | -$63.3K | 0.27% | 81 |
|
|
2022
Q4 | $809K | Hold |
2,620
| – | – | 0.31% | 72 |
|
|
2022
Q3 | $700K | Hold |
2,620
| – | – | 0.27% | 76 |
|
|
2022
Q2 | $715K | Buy |
2,620
+38
| +1% | +$10.4K | 0.28% | 80 |
|
|
2022
Q1 | $911K | Buy |
2,582
+18
| +0.7% | +$6.35K | 0.3% | 75 |
|
|
2021
Q4 | $767K | Buy |
+2,564
| New | +$767K | 0.26% | 75 |
|