Pursue 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 | $2.97M | Buy |
6,119
+1,358
| +29% | +$660K | 1.69% | 17 |
|
2025
Q1 | $2.54M | Buy |
4,761
+2,081
| +78% | +$1.11M | 1.54% | 18 |
|
2024
Q4 | $1.21M | Sell |
2,680
-385
| -13% | -$175K | 0.7% | 45 |
|
2024
Q3 | $1.41M | Buy |
3,065
+2,460
| +407% | +$1.13M | 0.77% | 37 |
|
2024
Q2 | $246K | Buy |
+605
| New | +$246K | 0.13% | 95 |
|
2023
Q4 | – | Sell |
-801
| Closed | -$281K | – | 95 |
|
2023
Q3 | $281K | Sell |
801
-3,950
| -83% | -$1.38M | 0.2% | 75 |
|
2023
Q2 | $1.62M | Sell |
4,751
-2,601
| -35% | -$887K | 1.02% | 31 |
|
2023
Q1 | $2.27M | Sell |
7,352
-859
| -10% | -$265K | 1.55% | 27 |
|
2022
Q4 | $2.54M | Buy |
8,211
+1,386
| +20% | +$428K | 1.96% | 14 |
|
2022
Q3 | $1.82M | Hold |
6,825
| – | – | 1.31% | 26 |
|
2022
Q2 | $1.86M | Hold |
6,825
| – | – | 1.19% | 31 |
|
2022
Q1 | $2.36M | Sell |
6,825
-3,100
| -31% | -$1.07M | 0.98% | 27 |
|
2021
Q4 | $2.97M | Buy |
+9,925
| New | +$2.97M | 1.15% | 26 |
|