Oakwell Private Wealth Management’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 | $1.49M | Buy |
3,061
+23
| +0.8% | +$11.2K | 0.34% | 29 |
|
|
2025
Q1 | $1.62M | Buy |
3,038
+184
| +6% | +$98K | 0.45% | 26 |
|
|
2024
Q4 | $1.29M | Buy |
2,854
+46
| +2% | +$20.9K | 0.36% | 29 |
|
|
2024
Q3 | $1.29M | Sell |
2,808
-21
| -0.7% | -$9.67K | 0.37% | 28 |
|
|
2024
Q2 | $1.15M | Hold |
2,829
| – | – | 0.33% | 33 |
|
|
2024
Q1 | $1.19M | Buy |
2,829
+122
| +5% | +$51.3K | 0.36% | 29 |
|
|
2023
Q4 | $965K | Hold |
2,707
| – | – | 0.34% | 32 |
|
|
2023
Q3 | $948K | Hold |
2,707
| – | – | 0.4% | 30 |
|
|
2023
Q2 | $923K | Hold |
2,707
| – | – | 0.39% | 32 |
|
|
2023
Q1 | $836K | Sell |
2,707
-53
| -2% | -$16.4K | 0.38% | 34 |
|
|
2022
Q4 | $853K | Sell |
2,760
-59
| -2% | -$18.2K | 0.41% | 31 |
|
|
2022
Q3 | $753K | Sell |
2,819
-17
| -0.6% | -$4.54K | 0.42% | 32 |
|
|
2022
Q2 | $774K | Buy |
2,836
+37
| +1% | +$10.1K | 0.44% | 32 |
|
|
2022
Q1 | $988K | Buy |
2,799
+167
| +6% | +$58.9K | 0.5% | 27 |
|
|
2021
Q4 | $787K | Hold |
2,632
| – | – | 0.39% | 30 |
|
|
2021
Q3 | $718K | Hold |
2,632
| – | – | 0.39% | 31 |
|
|
2021
Q2 | $731K | Hold |
2,632
| – | – | 0.47% | 34 |
|
|
2021
Q1 | $672K | Sell |
2,632
-92
| -3% | -$23.5K | 0.48% | 34 |
|
|
2020
Q4 | $632K | Buy |
+2,724
| New | +$632K | 0.5% | 32 |
|