SkyOak 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 | $2.63M | Sell |
5,409
-111
| -2% | -$53.9K | 0.53% | 52 |
|
|
2025
Q1 | $2.94M | Buy |
5,520
+53
| +1% | +$28.2K | 0.64% | 43 |
|
|
2024
Q4 | $2.48M | Buy |
5,467
+207
| +4% | +$93.8K | 0.53% | 53 |
|
|
2024
Q3 | $2.42M | Sell |
5,260
-53
| -1% | -$24.4K | 0.54% | 52 |
|
|
2024
Q2 | $2.16M | Sell |
5,313
-110
| -2% | -$44.7K | 0.5% | 53 |
|
|
2024
Q1 | $2.28M | Buy |
5,423
+355
| +7% | +$149K | 0.55% | 50 |
|
|
2023
Q4 | $1.81M | Buy |
5,068
+185
| +4% | +$66K | 0.47% | 55 |
|
|
2023
Q3 | $1.71M | Buy |
4,883
+217
| +5% | +$76K | 0.5% | 53 |
|
|
2023
Q2 | $1.59M | Buy |
4,666
+792
| +20% | +$270K | 0.45% | 54 |
|
|
2023
Q1 | $1.2M | Buy |
3,874
+1,350
| +53% | +$417K | 0.36% | 63 |
|
|
2022
Q4 | $780K | Hold |
2,524
| – | – | 0.26% | 84 |
|
|
2022
Q3 | $674K | Buy |
2,524
+6
| +0.2% | +$1.6K | 0.24% | 93 |
|
|
2022
Q2 | $687K | Buy |
2,518
+33
| +1% | +$9K | 0.23% | 95 |
|
|
2022
Q1 | $877K | Sell |
2,485
-30
| -1% | -$10.6K | 0.24% | 93 |
|
|
2021
Q4 | $752K | Sell |
2,515
-54
| -2% | -$16.1K | 0.19% | 109 |
|
|
2021
Q3 | $701K | Hold |
2,569
| – | – | 0.19% | 108 |
|
|
2021
Q2 | $714K | Sell |
2,569
-32
| -1% | -$8.89K | 0.19% | 105 |
|
|
2021
Q1 | $710K | Hold |
2,601
| – | – | 0.2% | 105 |
|
|
2020
Q4 | $603K | Sell |
2,601
-131
| -5% | -$30.4K | 0.19% | 119 |
|
|
2020
Q3 | $582K | Sell |
2,732
-283
| -9% | -$60.3K | 0.21% | 110 |
|
|
2020
Q2 | $538K | Buy |
3,015
+440
| +17% | +$78.5K | 0.2% | 117 |
|
|
2020
Q1 | $471K | Buy |
2,575
+716
| +39% | +$131K | 0.24% | 95 |
|
|
2019
Q4 | $421K | Buy |
+1,859
| New | +$421K | 0.13% | 188 |
|