Sonoma Private 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
2023
Q4
Sell
-2,296
Closed -$804K 82
2023
Q3
$804K Hold
2,296
1.47% 18
2023
Q2
$783K Sell
2,296
-73
-3% -$24.9K 1.37% 21
2023
Q1
$731K Sell
2,369
-38
-2% -$11.7K 1.45% 22
2022
Q4
$744K Buy
+2,407
New +$744K 1.64% 20