Private Wealth Management 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 | $1.23M | Buy |
2,537
+4
| +0.2% | +$1.94K | 0.41% | 32 |
|
|
2025
Q1 | $1.35M | Buy |
2,533
+4
| +0.2% | +$2.13K | 0.5% | 28 |
|
|
2024
Q4 | $1.15M | Buy |
2,529
+25
| +1% | +$11.3K | 0.44% | 31 |
|
|
2024
Q3 | $1.15M | Buy |
2,504
+16
| +0.6% | +$7.36K | 0.46% | 31 |
|
|
2024
Q2 | $1.01M | Buy |
2,488
+14
| +0.6% | +$5.7K | 0.44% | 31 |
|
|
2024
Q1 | $1.04M | Buy |
2,474
+100
| +4% | +$42.1K | 0.47% | 29 |
|
|
2023
Q4 | $847K | Buy |
+2,374
| New | +$847K | 0.42% | 35 |
|