SMART 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 | $7.53M | Buy |
15,491
+3,148
| +26% | +$1.53M | 2.36% | 7 |
|
|
2025
Q1 | $6.57M | Sell |
12,343
-2,339
| -16% | -$1.25M | 2.36% | 8 |
|
|
2024
Q4 | $6.66M | Buy |
14,682
+3,158
| +27% | +$1.43M | 2.37% | 9 |
|
|
2024
Q3 | $5.3M | Sell |
11,524
-59
| -0.5% | -$27.2K | 2.08% | 14 |
|
|
2024
Q2 | $4.71M | Buy |
11,583
+622
| +6% | +$253K | 1.91% | 15 |
|
|
2024
Q1 | $4.61M | Buy |
10,961
+897
| +9% | +$377K | 2.08% | 18 |
|
|
2023
Q4 | $3.59M | Buy |
10,064
+1,539
| +18% | +$549K | 1.96% | 15 |
|
|
2023
Q3 | $2.99M | Buy |
8,525
+832
| +11% | +$291K | 2.24% | 9 |
|
|
2023
Q2 | $2.62M | Buy |
7,693
+30
| +0.4% | +$10.2K | 1.98% | 9 |
|
|
2023
Q1 | $2.37M | Buy |
7,663
+276
| +4% | +$85.2K | 2.09% | 18 |
|
|
2022
Q4 | $2.28M | Buy |
+7,387
| New | +$2.28M | 1.72% | 19 |
|