Shelton 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 | $964K | Sell |
1,985
-7
| -0.4% | -$3.4K | 0.46% | 74 |
|
|
2025
Q1 | $1.06M | Sell |
1,992
-91
| -4% | -$48.5K | 0.58% | 46 |
|
|
2024
Q4 | $944K | Sell |
2,083
-1,681
| -45% | -$762K | 0.49% | 73 |
|
|
2024
Q3 | $1.73M | Buy |
3,764
+47
| +1% | +$21.6K | 0.94% | 25 |
|
|
2024
Q2 | $1.51M | Buy |
3,717
+449
| +14% | +$183K | 0.86% | 27 |
|
|
2024
Q1 | $1.37M | Buy |
3,268
+390
| +14% | +$164K | 0.86% | 30 |
|
|
2023
Q4 | $1.03M | Buy |
2,878
+676
| +31% | +$241K | 0.73% | 32 |
|
|
2023
Q3 | $771K | Sell |
2,202
-35
| -2% | -$12.3K | 0.62% | 26 |
|
|
2023
Q2 | $763K | Hold |
2,237
| – | – | 0.59% | 26 |
|
|
2023
Q1 | $691K | Sell |
2,237
-1
| -0% | -$309 | 0.56% | 26 |
|
|
2022
Q4 | $691K | Sell |
2,238
-91
| -4% | -$28.1K | 0.55% | 29 |
|
|
2022
Q3 | $622K | Sell |
2,329
-13
| -0.6% | -$3.47K | 0.55% | 29 |
|
|
2022
Q2 | $639K | Buy |
2,342
+919
| +65% | +$251K | 0.54% | 29 |
|
|
2022
Q1 | $502K | Hold |
1,423
| – | – | 0.4% | 36 |
|
|
2021
Q4 | $425K | Buy |
+1,423
| New | +$425K | 0.33% | 40 |
|