Opal Wealth Advisors’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 | $570K | Sell |
1,174
-127
| -10% | -$61.7K | 0.16% | 75 |
|
|
2025
Q1 | $693K | Buy |
1,301
+24
| +2% | +$12.8K | 0.21% | 55 |
|
|
2024
Q4 | $579K | Sell |
1,277
-41
| -3% | -$18.6K | 0.17% | 82 |
|
|
2024
Q3 | $607K | Sell |
1,318
-35
| -3% | -$16.1K | 0.19% | 69 |
|
|
2024
Q2 | $550K | Sell |
1,353
-118
| -8% | -$48K | 0.18% | 74 |
|
|
2024
Q1 | $619K | Sell |
1,471
-55
| -4% | -$23.1K | 0.21% | 66 |
|
|
2023
Q4 | $544K | Sell |
1,526
-56
| -4% | -$20K | 0.21% | 74 |
|
|
2023
Q3 | $554K | Sell |
1,582
-44
| -3% | -$15.4K | 0.32% | 49 |
|
|
2023
Q2 | $554K | Sell |
1,626
-60
| -4% | -$20.5K | 0.28% | 48 |
|
|
2023
Q1 | $521K | Buy |
1,686
+27
| +2% | +$8.34K | 0.3% | 39 |
|
|
2022
Q4 | $512K | Buy |
1,659
+51
| +3% | +$15.8K | 0.28% | 49 |
|
|
2022
Q3 | $429K | Buy |
1,608
+51
| +3% | +$13.6K | 0.31% | 47 |
|
|
2022
Q2 | $425K | Sell |
1,557
-38
| -2% | -$10.4K | 0.28% | 46 |
|
|
2022
Q1 | $563K | Buy |
1,595
+5
| +0.3% | +$1.77K | 0.49% | 29 |
|
|
2021
Q4 | $475K | Buy |
+1,590
| New | +$475K | 0.3% | 59 |
|