Outlook 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 | $729K | Buy |
1,500
+38
| +3% | +$18.5K | 0.19% | 106 |
|
|
2025
Q1 | $779K | Sell |
1,462
-55
| -4% | -$29.3K | 0.22% | 94 |
|
|
2024
Q4 | $688K | Sell |
1,517
-27
| -2% | -$12.2K | 0.2% | 104 |
|
|
2024
Q3 | $711K | Buy |
1,544
+168
| +12% | +$77.3K | 0.2% | 101 |
|
|
2024
Q2 | $560K | Hold |
1,376
| – | – | 0.17% | 119 |
|
|
2024
Q1 | $579K | Sell |
1,376
-92
| -6% | -$38.7K | 0.18% | 122 |
|
|
2023
Q4 | $524K | Hold |
1,468
| – | – | 0.18% | 118 |
|
|
2023
Q3 | $514K | Sell |
1,468
-217
| -13% | -$76K | 0.2% | 121 |
|
|
2023
Q2 | $575K | Buy |
1,685
+203
| +14% | +$69.2K | 0.22% | 117 |
|
|
2023
Q1 | $458K | Buy |
1,482
+20
| +1% | +$6.18K | 0.2% | 119 |
|
|
2022
Q4 | $452K | Sell |
1,462
-100
| -6% | -$30.9K | 0.21% | 112 |
|
|
2022
Q3 | $417K | Buy |
1,562
+97
| +7% | +$25.9K | 0.19% | 126 |
|
|
2022
Q2 | $400K | Buy |
1,465
+17
| +1% | +$4.64K | 0.16% | 137 |
|
|
2022
Q1 | $511K | Hold |
1,448
| – | – | 0.17% | 133 |
|
|
2021
Q4 | $433K | Buy |
1,448
+221
| +18% | +$66.1K | 0.13% | 148 |
|
|
2021
Q3 | $335K | Buy |
1,227
+6
| +0.5% | +$1.64K | 0.11% | 170 |
|
|
2021
Q2 | $339K | Hold |
1,221
| – | – | 0.11% | 172 |
|
|
2021
Q1 | $312K | Buy |
1,221
+209
| +21% | +$53.4K | 0.11% | 164 |
|
|
2020
Q4 | $235K | Buy |
+1,012
| New | +$235K | 0.09% | 173 |
|
|
2019
Q1 | – | Sell |
-509
| Closed | -$1.04M | – | 149 |
|
|
2018
Q4 | $1.04M | Buy |
+509
| New | +$1.04M | 0.47% | 52 |
|