Omnia Family Wealth’s Berkshire Hathaway Class B BRK.B Stock Holding History

Omnia Family Wealth’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.32M	Sell	2,723 -60	-2%	-$29.1K	0.48%	26
2025 Q1	$1.48M	Buy	2,783 +509	+22%	+$271K	0.62%	22
2024 Q4	$1.03M	Buy	2,274 +96	+4%	+$43.5K	0.43%	26
2024 Q3	$1M	Buy	2,178 +248	+13%	+$114K	0.43%	29
2024 Q2	$785K	Buy	1,930 +80	+4%	+$32.5K	0.33%	33
2024 Q1	$778K	Buy	1,850 +272	+17%	+$114K	0.36%	31
2023 Q4	$563K	Sell	1,578 -110	-7%	-$39.2K	0.29%	33
2023 Q3	$591K	Buy	1,688 +110	+7%	+$38.5K	0.37%	31
2023 Q2	$538K	Hold	1,578	–	–	0.37%	29
2023 Q1	$487K	Sell	1,578 -75	-5%	-$23.2K	0.37%	32
2022 Q4	$511K	Hold	1,653	–	–	0.41%	33
2022 Q3	$441K	Hold	1,653	–	–	0.36%	30
2022 Q2	$451K	Hold	1,653	–	–	0.33%	36
2022 Q1	$583K	Hold	1,653	–	–	0.39%	32
2021 Q4	$494K	Hold	1,653	–	–	0.3%	40
2021 Q3	$451K	Hold	1,653	–	–	0.31%	43
2021 Q2	$459K	Hold	1,653	–	–	0.29%	40
2021 Q1	$422K	Hold	1,653	–	–	0.31%	41
2020 Q4	$383K	Sell	1,653 -105	-6%	-$24.3K	0.35%	46
2020 Q3	$374K	Buy	1,758 +10	+0.6%	+$2.13K	0.36%	45
2020 Q2	$312K	Sell	1,748 -3,866	-69%	-$690K	0.31%	51
2020 Q1	$1.03M	Buy	5,614 +581	+12%	+$106K	1.07%	13
2019 Q4	$1.14M	Sell	5,033 -287	-5%	-$65K	0.52%	24
2019 Q3	$1.11M	Hold	5,320	–	–	0.81%	21
2019 Q2	$1.13M	Buy	5,320 +113	+2%	+$24.1K	0.57%	23
2019 Q1	$1.05M	Buy	5,207 +280	+6%	+$56.2K	0.52%	26
2018 Q4	$1.01M	Hold	4,927	–	–	0.54%	25
2018 Q3	$1.06M	Buy	4,927 +134	+3%	+$28.7K	0.48%	25
2018 Q2	$895K	Buy	4,793 +130	+3%	+$24.3K	0.42%	27
2018 Q1	$930K	Sell	4,663 -179	-4%	-$35.7K	0.43%	27
2017 Q4	$960K	Buy	4,842 +100	+2%	+$19.8K	0.44%	25
2017 Q3	$869K	Sell	4,742 -172	-4%	-$31.5K	0.42%	25
2017 Q2	$832K	Sell	4,914 -542	-10%	-$91.8K	0.4%	26
2017 Q1	$909K	Buy	5,456 +861	+19%	+$143K	0.44%	24
2016 Q4	$749K	Buy	+4,595	New	+$749K	0.37%	30