Selective 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 | $978K | Hold |
2,042
| – | – | 0.36% | 34 |
|
|
2025
Q1 | $1.07M | Sell |
2,042
-38
| -2% | -$19.9K | 0.47% | 32 |
|
|
2024
Q4 | $936K | Sell |
2,080
-52
| -2% | -$23.4K | 0.38% | 39 |
|
|
2024
Q3 | $967K | Sell |
2,132
-47
| -2% | -$21.3K | 0.4% | 36 |
|
|
2024
Q2 | $895K | Buy |
2,179
+791
| +57% | +$325K | 0.39% | 38 |
|
|
2024
Q1 | $568K | Buy |
1,388
+233
| +20% | +$95.3K | 0.25% | 55 |
|
|
2023
Q4 | $420K | Buy |
+1,155
| New | +$420K | 0.21% | 54 |
|
|
2023
Q3 | – | Sell |
-826
| Closed | -$282K | – | 91 |
|
|
2023
Q2 | $282K | Buy |
+826
| New | +$282K | 0.14% | 81 |
|
|
2022
Q4 | $254K | Hold |
820
| – | – | 0.13% | 100 |
|
|
2022
Q3 | $219K | Hold |
820
| – | – | 0.09% | 114 |
|
|
2022
Q2 | $224K | Buy |
820
+271
| +49% | +$74K | 0.08% | 135 |
|
|
2022
Q1 | $194K | Buy |
549
+250
| +84% | +$88.3K | 0.07% | 137 |
|
|
2021
Q4 | $89K | Hold |
299
| – | – | 0.04% | 207 |
|
|
2021
Q3 | $82K | Buy |
299
+125
| +72% | +$34.3K | 0.04% | 206 |
|
|
2021
Q2 | $48K | Sell |
174
-200
| -53% | -$55.2K | 0.04% | 192 |
|
|
2021
Q1 | $96K | Sell |
374
-644
| -63% | -$165K | 0.09% | 85 |
|
|
2020
Q4 | $236K | Buy |
1,018
+250
| +33% | +$58K | 0.15% | 52 |
|
|
2020
Q3 | $164K | Buy |
768
+50
| +7% | +$10.7K | 0.13% | 55 |
|
|
2020
Q2 | $128K | Buy |
718
+300
| +72% | +$53.5K | 0.11% | 66 |
|
|
2020
Q1 | $76K | Hold |
418
| – | – | 0.12% | 47 |
|
|
2019
Q4 | $95K | Buy |
418
+342
| +450% | +$77.7K | 0.12% | 52 |
|
|
2019
Q3 | $16K | Buy |
+76
| New | +$16K | 0.02% | 136 |
|
|
2018
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 164 |
|