ShoreHaven Wealth Partners’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 | $1.48M | Hold |
3,047
| – | – | 0.61% | 39 |
|
|
2025
Q1 | $1.62M | Buy |
3,047
+832
| +38% | +$443K | 0.78% | 35 |
|
|
2024
Q4 | $1M | Sell |
2,215
-300
| -12% | -$136K | 0.47% | 40 |
|
|
2024
Q3 | $1.16M | Sell |
2,515
-81
| -3% | -$37.3K | 0.56% | 36 |
|
|
2024
Q2 | $1.06M | Sell |
2,596
-272
| -9% | -$111K | 0.55% | 37 |
|
|
2024
Q1 | $1.21M | Buy |
2,868
+245
| +9% | +$103K | 0.66% | 37 |
|
|
2023
Q4 | $936K | Hold |
2,623
| – | – | 0.57% | 39 |
|
|
2023
Q3 | $919K | Sell |
2,623
-190
| -7% | -$66.6K | 0.63% | 35 |
|
|
2023
Q2 | $959K | Hold |
2,813
| – | – | 0.64% | 32 |
|
|
2023
Q1 | $869K | Sell |
2,813
-6
| -0.2% | -$1.85K | 0.61% | 31 |
|
|
2022
Q4 | $871K | Hold |
2,819
| – | – | 0.61% | 42 |
|
|
2022
Q3 | $752K | Hold |
2,819
| – | – | 0.57% | 41 |
|
|
2022
Q2 | $769K | Hold |
2,819
| – | – | 0.55% | 41 |
|
|
2022
Q1 | $994K | Buy |
2,819
+562
| +25% | +$198K | 0.52% | 41 |
|
|
2021
Q4 | $674K | Hold |
2,257
| – | – | 0.33% | 32 |
|
|
2021
Q3 | $616K | Hold |
2,257
| – | – | 0.32% | 31 |
|
|
2021
Q2 | $627K | Hold |
2,257
| – | – | 0.34% | 33 |
|
|
2021
Q1 | $577K | Hold |
2,257
| – | – | 0.31% | 38 |
|
|
2020
Q4 | $523K | Buy |
+2,257
| New | +$523K | 0.29% | 38 |
|