Oxler Private Wealth’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 | $486K | Hold |
1,001
| – | – | 0.15% | 62 |
|
|
2025
Q1 | $533K | Sell |
1,001
-50
| -5% | -$26.6K | 0.19% | 62 |
|
|
2024
Q4 | $476K | Hold |
1,051
| – | – | 0.16% | 65 |
|
|
2024
Q3 | $484K | Sell |
1,051
-19
| -2% | -$8.75K | 0.17% | 62 |
|
|
2024
Q2 | $435K | Hold |
1,070
| – | – | 0.16% | 62 |
|
|
2024
Q1 | $450K | Buy |
1,070
+240
| +29% | +$101K | 0.18% | 63 |
|
|
2023
Q4 | $296K | Sell |
830
-690
| -45% | -$246K | 0.25% | 57 |
|
|
2023
Q3 | $532K | Sell |
1,520
-200
| -12% | -$70.1K | 0.27% | 68 |
|
|
2023
Q2 | $587K | Sell |
1,720
-150
| -8% | -$51.2K | 0.28% | 68 |
|
|
2023
Q1 | $577K | Sell |
1,870
-100
| -5% | -$30.9K | 0.29% | 67 |
|
|
2022
Q4 | $609K | Sell |
1,970
-100
| -5% | -$30.9K | 0.33% | 64 |
|
|
2022
Q3 | $553K | Sell |
2,070
-50
| -2% | -$13.4K | 0.31% | 68 |
|
|
2022
Q2 | $579K | Sell |
2,120
-250
| -11% | -$68.3K | 0.28% | 74 |
|
|
2022
Q1 | $836K | Sell |
2,370
-175
| -7% | -$61.7K | 0.38% | 69 |
|
|
2021
Q4 | $760K | Sell |
2,545
-100
| -4% | -$29.9K | 0.32% | 77 |
|
|
2021
Q3 | $721K | Sell |
2,645
-20
| -0.8% | -$5.45K | 0.32% | 85 |
|
|
2021
Q2 | $740K | Buy |
2,665
+1,350
| +103% | +$375K | 0.32% | 84 |
|
|
2021
Q1 | $335K | Buy |
1,315
+490
| +59% | +$125K | 0.17% | 99 |
|
|
2020
Q4 | $191K | Buy |
+825
| New | +$191K | 0.11% | 105 |
|