Quotient 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 | $5.77M | Buy |
11,873
+96
| +0.8% | +$46.6K | 0.17% | 39 |
|
2025
Q1 | $6.27M | Buy |
11,777
+934
| +9% | +$497K | 0.2% | 36 |
|
2024
Q4 | $4.91M | Sell |
10,843
-90
| -0.8% | -$40.8K | 0.16% | 40 |
|
2024
Q3 | $5.03M | Sell |
10,933
-329
| -3% | -$151K | 0.17% | 39 |
|
2024
Q2 | $4.58M | Sell |
11,262
-3,613
| -24% | -$1.47M | 0.16% | 42 |
|
2024
Q1 | $6.26M | Sell |
14,875
-5,059
| -25% | -$2.13M | 0.22% | 34 |
|
2023
Q4 | $7.11M | Buy |
+19,934
| New | +$7.11M | 0.28% | 36 |
|