One Wealth Management Investment & Advisory Services’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 | $384K | Buy |
790
+63
| +9% | +$30.6K | 0.49% | 35 |
|
|
2025
Q1 | $387K | Sell |
727
-23
| -3% | -$12.2K | 0.64% | 29 |
|
|
2024
Q4 | $340K | Hold |
750
| – | – | 0.54% | 33 |
|
|
2024
Q3 | $345K | Sell |
750
-146
| -16% | -$67.2K | 0.61% | 32 |
|
|
2024
Q2 | $364K | Buy |
896
+125
| +16% | +$50.9K | 0.15% | 74 |
|
|
2024
Q1 | $324K | Sell |
771
-282
| -27% | -$119K | 0.13% | 89 |
|
|
2023
Q4 | $376K | Buy |
+1,053
| New | +$376K | 0.17% | 82 |
|