Reston 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 | $395K | Sell |
813
-23
| -3% | -$11.2K | 0.14% | 33 |
|
|
2025
Q1 | $445K | Sell |
836
-60
| -7% | -$32K | 0.18% | 33 |
|
|
2024
Q4 | $406K | Buy |
896
+220
| +33% | +$99.7K | 0.15% | 33 |
|
|
2024
Q3 | $311K | Hold |
676
| – | – | 0.11% | 36 |
|
|
2024
Q2 | $275K | Buy |
676
+52
| +8% | +$21.2K | 0.11% | 42 |
|
|
2024
Q1 | $262K | Hold |
624
| – | – | 0.11% | 44 |
|
|
2023
Q4 | $223K | Sell |
624
-10
| -2% | -$3.57K | 0.1% | 48 |
|
|
2023
Q3 | $222K | Buy |
+634
| New | +$222K | 0.11% | 45 |
|
|
2023
Q2 | – | Sell |
-653
| Closed | -$202K | – | 48 |
|
|
2023
Q1 | $202K | Buy |
+653
| New | +$202K | 0.11% | 44 |
|
|
2022
Q2 | – | Sell |
-716
| Closed | -$253K | – | 61 |
|
|
2022
Q1 | $253K | Hold |
716
| – | – | 0.13% | 46 |
|
|
2021
Q4 | $214K | Buy |
+716
| New | +$214K | 0.1% | 58 |
|
|
2020
Q1 | – | Sell |
-2,036
| Closed | -$461K | – | 44 |
|
|
2019
Q4 | $461K | Sell |
2,036
-710
| -26% | -$161K | 0.37% | 26 |
|
|
2019
Q3 | $571K | Sell |
2,746
-173
| -6% | -$36K | 0.51% | 21 |
|
|
2019
Q2 | $622K | Sell |
2,919
-105
| -3% | -$22.4K | 0.49% | 24 |
|
|
2019
Q1 | $655K | Sell |
3,024
-460
| -13% | -$99.6K | 0.52% | 23 |
|
|
2018
Q4 | $711K | Buy |
+3,484
| New | +$711K | 0.68% | 21 |
|