Provenance Wealth Advisors’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 | $1.28M | Sell |
2,629
-900
| -26% | -$437K | 0.18% | 27 |
|
|
2025
Q1 | $1.88M | Sell |
3,529
-3,107
| -47% | -$1.65M | 0.27% | 26 |
|
|
2024
Q4 | $3.01M | Sell |
6,636
-1,574
| -19% | -$713K | 0.39% | 20 |
|
|
2024
Q3 | $3.78M | Buy |
8,210
+2
| +0% | +$921 | 0.47% | 19 |
|
|
2024
Q2 | $3.34M | Sell |
8,208
-10
| -0.1% | -$4.07K | 0.47% | 18 |
|
|
2024
Q1 | $3.46M | Sell |
8,218
-33
| -0.4% | -$13.9K | 0.49% | 17 |
|
|
2023
Q4 | $2.94M | Buy |
8,251
+40
| +0.5% | +$14.3K | 0.4% | 21 |
|
|
2023
Q3 | $2.88M | Buy |
+8,211
| New | +$2.88M | 0.46% | 18 |
|