Simplicity Wealth’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 | $9.03M | Buy |
18,591
+9,269
| +99% | +$4.5M | 0.38% | 60 |
|
|
2025
Q1 | $4.96M | Sell |
9,322
-1,633
| -15% | -$870K | 0.39% | 52 |
|
|
2024
Q4 | $4.97M | Sell |
10,955
-3,095
| -22% | -$1.4M | 1.04% | 19 |
|
|
2024
Q3 | $6.47M | Sell |
14,050
-51,847
| -79% | -$23.9M | 0.6% | 37 |
|
|
2024
Q2 | $26.8M | Sell |
65,897
-1,032
| -2% | -$420K | 0.61% | 27 |
|
|
2024
Q1 | $28.1M | Buy |
66,929
+66,283
| +10,261% | +$27.9M | 0.67% | 23 |
|
|
2023
Q4 | $230K | Buy |
+646
| New | +$230K | 0.09% | 162 |
|