Omni 360 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 | $472K | Sell |
971
-285
| -23% | -$138K | 0.23% | 88 |
|
|
2025
Q1 | $669K | Buy |
1,256
+174
| +16% | +$92.7K | 0.39% | 61 |
|
|
2024
Q4 | $490K | Sell |
1,082
-438
| -29% | -$199K | 0.31% | 72 |
|
|
2024
Q3 | $700K | Buy |
1,520
+636
| +72% | +$293K | 0.46% | 59 |
|
|
2024
Q2 | $360K | Buy |
884
+183
| +26% | +$74.5K | 0.27% | 81 |
|
|
2024
Q1 | $295K | Buy |
701
+100
| +17% | +$42.1K | 0.24% | 87 |
|
|
2023
Q4 | $215K | Buy |
+601
| New | +$215K | 0.2% | 92 |
|