Ratio Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $721K | Hold |
1,714
| – | – | 0.13% | 53 |
|
|
2023
Q4 | $611K | Hold |
1,714
| – | – | 0.13% | 52 |
|
|
2023
Q3 | $600K | Buy |
1,714
+42
| +3% | +$14.7K | 0.15% | 48 |
|
|
2023
Q2 | $570K | Buy |
+1,672
| New | +$570K | 0.14% | 47 |
|
|
2022
Q4 | $446K | Buy |
1,445
+35
| +2% | +$10.8K | 0.13% | 48 |
|
|
2022
Q3 | $376K | Hold |
1,410
| – | – | 0.12% | 48 |
|
|
2022
Q2 | $385K | Hold |
1,410
| – | – | 0.13% | 43 |
|
|
2022
Q1 | $498K | Hold |
1,410
| – | – | 0.15% | 40 |
|
|
2021
Q4 | $422K | Hold |
1,410
| – | – | 0.13% | 38 |
|
|
2021
Q3 | $385K | Buy |
1,410
+194
| +16% | +$53K | 0.13% | 41 |
|
|
2021
Q2 | $338K | Hold |
1,216
| – | – | 0.12% | 38 |
|
|
2021
Q1 | $311K | Hold |
1,216
| – | – | 0.13% | 39 |
|
|
2020
Q4 | $282K | Buy |
+1,216
| New | +$282K | 0.15% | 40 |
|