Refined Wealth Management’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 | $339K | Hold |
698
| – | – | 0.23% | 23 |
|
|
2025
Q1 | $372K | Hold |
698
| – | – | 0.3% | 23 |
|
|
2024
Q4 | $316K | Hold |
698
| – | – | 0.24% | 22 |
|
|
2024
Q3 | $321K | Sell |
698
-10
| -1% | -$4.6K | 0.25% | 22 |
|
|
2024
Q2 | $288K | Buy |
708
+2
| +0.3% | +$814 | 0.22% | 22 |
|
|
2024
Q1 | $297K | Hold |
706
| – | – | 0.21% | 24 |
|
|
2023
Q4 | $252K | Hold |
706
| – | – | 0.2% | 23 |
|
|
2023
Q3 | $247K | Hold |
706
| – | – | 0.22% | 23 |
|
|
2023
Q2 | $241K | Hold |
706
| – | – | 0.2% | 23 |
|
|
2023
Q1 | $218K | Hold |
706
| – | – | 0.19% | 22 |
|
|
2022
Q4 | $218K | Buy |
+706
| New | +$218K | 0.19% | 23 |
|
|
2022
Q2 | – | Sell |
-706
| Closed | -$249K | – | 26 |
|
|
2022
Q1 | $249K | Hold |
706
| – | – | 0.21% | 22 |
|
|
2021
Q4 | $211K | Buy |
+706
| New | +$211K | 0.16% | 21 |
|