Shira Ridge 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 | $340K | Buy |
699
+50
| +8% | +$24.3K | 0.16% | 59 |
|
|
2025
Q1 | $346K | Hold |
649
| – | – | 0.17% | 55 |
|
|
2024
Q4 | $294K | Buy |
649
+30
| +5% | +$13.6K | 0.14% | 63 |
|
|
2024
Q3 | $285K | Hold |
619
| – | – | 0.15% | 66 |
|
|
2024
Q2 | $252K | Hold |
619
| – | – | 0.14% | 70 |
|
|
2024
Q1 | $260K | Hold |
619
| – | – | 0.15% | 66 |
|
|
2023
Q4 | $221K | Hold |
619
| – | – | 0.13% | 69 |
|
|
2023
Q3 | $217K | Buy |
+619
| New | +$217K | 0.14% | 67 |
|