Precedent Wealth Partners’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 | $435K | Buy |
896
+62
| +7% | +$30.1K | 0.11% | 129 |
|
|
2025
Q1 | $444K | Buy |
834
+197
| +31% | +$105K | 0.12% | 124 |
|
|
2024
Q4 | $289K | Sell |
637
-88
| -12% | -$39.9K | 0.09% | 135 |
|
|
2024
Q3 | $334K | Buy |
725
+125
| +21% | +$57.5K | 0.11% | 129 |
|
|
2024
Q2 | $244K | Sell |
600
-113
| -16% | -$45.9K | 0.1% | 128 |
|
|
2024
Q1 | $300K | Hold |
713
| – | – | 0.13% | 118 |
|
|
2023
Q4 | $254K | Buy |
+713
| New | +$254K | 0.13% | 120 |
|