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