Orgel Wealth Management’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 | $232K | Hold |
477
| – | – | 0.01% | 81 |
|
|
2025
Q1 | $254K | Hold |
477
| – | – | 0.01% | 76 |
|
|
2024
Q4 | $216K | Hold |
477
| – | – | 0.01% | 84 |
|
|
2024
Q3 | $220K | Sell |
477
-61
| -11% | -$28.1K | 0.01% | 81 |
|
|
2024
Q2 | $219K | Buy |
538
+61
| +13% | +$24.8K | 0.01% | 74 |
|
|
2024
Q1 | $201K | Sell |
477
-101
| -17% | -$42.5K | 0.01% | 81 |
|
|
2023
Q4 | $206K | Buy |
+578
| New | +$206K | 0.01% | 83 |
|
|
2019
Q1 | – | Sell |
-1,897
| Closed | -$387K | – | 39 |
|
|
2018
Q4 | $387K | Buy |
+1,897
| New | +$387K | 0.12% | 30 |
|