Seven Springs Wealth Group’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 | $367K | Sell |
755
-84
| -10% | -$40.8K | 0.09% | 61 |
|
2025
Q1 | $447K | Buy |
839
+280
| +50% | +$149K | 0.16% | 51 |
|
2024
Q4 | $253K | Buy |
+559
| New | +$253K | 0.09% | 68 |
|
2021
Q2 | – | Sell |
-125
| Closed | -$32K | – | 86 |
|
2021
Q1 | $32K | Hold |
125
| – | – | 0.02% | 92 |
|
2020
Q4 | $29K | Hold |
125
| – | – | 0.02% | 90 |
|
2020
Q3 | $27K | Hold |
125
| – | – | 0.02% | 88 |
|
2020
Q2 | $22K | Hold |
125
| – | – | 0.01% | 90 |
|
2020
Q1 | $23K | Hold |
125
| – | – | 0.02% | 86 |
|
2019
Q4 | $28K | Buy |
+125
| New | +$28K | 0.02% | 115 |
|