Private 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 | $7.34M | Sell |
15,107
-71
| -0.5% | -$34.5K | 3.9% | 6 |
|
|
2025
Q1 | $8.08M | Sell |
15,178
-11,889
| -44% | -$6.33M | 4.75% | 6 |
|
|
2024
Q4 | $12.3M | Buy |
27,067
+578
| +2% | +$262K | 6% | 4 |
|
|
2024
Q3 | $12.2M | Sell |
26,489
-611
| -2% | -$281K | 6.09% | 4 |
|
|
2024
Q2 | $11M | Sell |
27,100
-570
| -2% | -$232K | 5.79% | 4 |
|
|
2024
Q1 | $11.6M | Buy |
27,670
+23
| +0.1% | +$9.67K | 6.03% | 4 |
|
|
2023
Q4 | $9.86M | Buy |
27,647
+1,124
| +4% | +$401K | 5.6% | 4 |
|
|
2023
Q3 | $9.29M | Buy |
26,523
+7,919
| +43% | +$2.77M | 6.09% | 4 |
|
|
2023
Q2 | $6.34M | Sell |
18,604
-923
| -5% | -$315K | 6.53% | 4 |
|
|
2023
Q1 | $6.03M | Sell |
19,527
-38
| -0.2% | -$11.7K | 8.3% | 2 |
|
|
2022
Q4 | $6.04M | Sell |
19,565
-5
| -0% | -$1.55K | 8.58% | 2 |
|
|
2022
Q3 | $5.23M | Buy |
19,570
+1,295
| +7% | +$346K | 8.17% | 3 |
|
|
2022
Q2 | $4.99M | Buy |
18,275
+695
| +4% | +$190K | 6.18% | 3 |
|
|
2022
Q1 | $6.2M | Buy |
17,580
+1,461
| +9% | +$516K | 4.56% | 6 |
|
|
2021
Q4 | $4.82M | Sell |
16,119
-1,013
| -6% | -$303K | 3.27% | 8 |
|
|
2021
Q3 | $4.68M | Buy |
17,132
+1,259
| +8% | +$344K | 3.09% | 8 |
|
|
2021
Q2 | $4.41M | Buy |
15,873
+1,979
| +14% | +$550K | 2.92% | 8 |
|
|
2021
Q1 | $3.55M | Buy |
13,894
+4,759
| +52% | +$1.22M | 2.54% | 9 |
|
|
2020
Q4 | $2.12M | Buy |
9,135
+1,464
| +19% | +$339K | 1.76% | 11 |
|
|
2020
Q3 | $1.63M | Sell |
7,671
-2,395
| -24% | -$510K | 1.32% | 11 |
|
|
2020
Q2 | $1.8M | Buy |
10,066
+1,465
| +17% | +$262K | 1.48% | 7 |
|
|
2020
Q1 | $1.57M | Buy |
+8,601
| New | +$1.57M | 1.85% | 8 |
|