Sendero 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 | $816K | Buy |
1,679
+280
| +20% | +$136K | 0.1% | 113 |
|
|
2025
Q1 | $745K | Buy |
1,399
+229
| +20% | +$122K | 0.1% | 116 |
|
|
2024
Q4 | $530K | Buy |
1,170
+177
| +18% | +$80.2K | 0.08% | 124 |
|
|
2024
Q3 | $457K | Sell |
993
-802
| -45% | -$369K | 0.07% | 127 |
|
|
2024
Q2 | $730K | Buy |
1,795
+45
| +3% | +$18.3K | 0.12% | 94 |
|
|
2024
Q1 | $736K | Buy |
1,750
+81
| +5% | +$34.1K | 0.13% | 99 |
|
|
2023
Q4 | $595K | Hold |
1,669
| – | – | 0.11% | 107 |
|
|
2023
Q3 | $585K | Sell |
1,669
-386
| -19% | -$135K | 0.13% | 102 |
|
|
2023
Q2 | $701K | Buy |
+2,055
| New | +$701K | 0.15% | 91 |
|
|
2023
Q1 | – | Sell |
-1,083
| Closed | -$335K | – | 103 |
|
|
2022
Q4 | $335K | Sell |
1,083
-1,470
| -58% | -$454K | 0.12% | 82 |
|
|
2022
Q3 | $682K | Sell |
2,553
-1,441
| -36% | -$385K | 0.28% | 55 |
|
|
2022
Q2 | $1.1M | Sell |
3,994
-90
| -2% | -$24.8K | 1.05% | 28 |
|
|
2022
Q1 | $1.44M | Sell |
4,084
-1,823
| -31% | -$643K | 0.66% | 21 |
|
|
2021
Q4 | $1.77M | Buy |
+5,907
| New | +$1.77M | 0.78% | 17 |
|