OBWP
O'Brien Wealth Partners’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Sell |
661
-15
| -2% | -$7.29K | 0.05% | 44 |
|
|
2025
Q1 | $360K | Buy |
676
+26
| +4% | +$13.8K | 0.07% | 37 |
|
|
2024
Q4 | $295K | Hold |
650
| – | – | 0.05% | 38 |
|
|
2024
Q3 | $299K | Sell |
650
-13
| -2% | -$5.98K | 0.06% | 38 |
|
|
2024
Q2 | $270K | Hold |
663
| – | – | 0.06% | 35 |
|
|
2024
Q1 | $279K | Sell |
663
-82
| -11% | -$34.5K | 0.06% | 37 |
|
|
2023
Q4 | $266K | Buy |
745
+37
| +5% | +$13.2K | 0.07% | 37 |
|
|
2023
Q3 | $248K | Hold |
708
| – | – | 0.07% | 33 |
|
|
2023
Q2 | $241K | Hold |
708
| – | – | 0.07% | 37 |
|
|
2023
Q1 | $219K | Sell |
708
-51
| -7% | -$15.7K | 0.07% | 39 |
|
|
2022
Q4 | $234K | Sell |
759
-61
| -7% | -$18.8K | 0.09% | 39 |
|
|
2022
Q3 | $219K | Buy |
820
+11
| +1% | +$2.94K | 0.09% | 45 |
|
|
2022
Q2 | $221K | Buy |
809
+146
| +22% | +$39.9K | 0.09% | 48 |
|
|
2022
Q1 | $207K | Buy |
663
+17
| +3% | +$5.31K | 0.08% | 38 |
|
|
2021
Q4 | $208K | Buy |
646
+8
| +1% | +$2.58K | 0.07% | 38 |
|
|
2021
Q3 | $177K | Sell |
638
-173
| -21% | -$48K | 0.06% | 36 |
|
|
2021
Q2 | $227K | Buy |
+811
| New | +$227K | 0.08% | 40 |
|
|
2019
Q1 | – | Sell |
-600
| Closed | -$119K | – | 41 |
|
|
2018
Q4 | $119K | Hold |
600
| – | – | 0.08% | 40 |
|
|
2018
Q3 | $128K | Buy |
+600
| New | +$128K | 0.08% | 47 |
|
|
2018
Q2 | – | Sell |
-600
| Closed | -$120K | – | 109 |
|
|
2018
Q1 | $120K | Buy |
+600
| New | +$120K | 0.08% | 41 |
|