Rockline 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 | $562K | Sell |
1,156
-44
| -4% | -$21.4K | 0.13% | 64 |
|
|
2025
Q1 | $639K | Buy |
1,200
+121
| +11% | +$64.4K | 0.18% | 63 |
|
|
2024
Q4 | $489K | Hold |
1,079
| – | – | 0.13% | 69 |
|
|
2024
Q3 | $497K | Sell |
1,079
-83
| -7% | -$38.2K | 0.14% | 69 |
|
|
2024
Q2 | $473K | Buy |
1,162
+222
| +24% | +$90.3K | 0.15% | 70 |
|
|
2024
Q1 | $395K | Sell |
940
-7
| -0.7% | -$2.94K | 0.14% | 72 |
|
|
2023
Q4 | $338K | Buy |
+947
| New | +$338K | 0.14% | 73 |
|