Portside Wealth Group’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 | $4.37M | Sell |
9,000
-106
| -1% | -$51.5K | 0.65% | 37 |
|
|
2025
Q1 | $4.85M | Buy |
9,106
+617
| +7% | +$329K | 0.79% | 30 |
|
|
2024
Q4 | $3.85M | Buy |
8,489
+855
| +11% | +$388K | 0.64% | 43 |
|
|
2024
Q3 | $3.51M | Buy |
7,634
+528
| +7% | +$243K | 0.6% | 43 |
|
|
2024
Q2 | $2.89M | Buy |
7,106
+6
| +0.1% | +$2.44K | 0.55% | 47 |
|
|
2024
Q1 | $2.99M | Sell |
7,100
-366
| -5% | -$154K | 0.55% | 50 |
|
|
2023
Q4 | $2.66M | Sell |
7,466
-410
| -5% | -$146K | 0.5% | 55 |
|
|
2023
Q3 | $2.76M | Buy |
7,876
+111
| +1% | +$38.9K | 0.52% | 49 |
|
|
2023
Q2 | $2.65M | Buy |
+7,765
| New | +$2.65M | 0.49% | 54 |
|