SteelPeak 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 | – | Hold |
0
| – | – | – | 513 |
|
2025
Q1 | – | Hold |
0
| – | – | – | 491 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 488 |
|
2022
Q2 | – | Sell |
-9,107
| Closed | -$3.21M | – | 399 |
|
2022
Q1 | $3.21M | Buy |
9,107
+873
| +11% | +$308K | 0.18% | 88 |
|
2021
Q4 | $2.46M | Sell |
8,234
-2,529
| -23% | -$756K | 0.14% | 103 |
|
2021
Q3 | $2.94M | Buy |
10,763
+2,135
| +25% | +$583K | 0.19% | 88 |
|
2021
Q2 | $2.4M | Buy |
8,628
+1,561
| +22% | +$434K | 0.17% | 99 |
|
2021
Q1 | $1.81M | Sell |
7,067
-442
| -6% | -$113K | 0.14% | 105 |
|
2020
Q4 | $1.74M | Sell |
7,509
-452
| -6% | -$105K | 0.16% | 109 |
|
2020
Q3 | $1.7M | Sell |
7,961
-1,015
| -11% | -$216K | 0.18% | 95 |
|
2020
Q2 | $1.6M | Sell |
8,976
-170
| -2% | -$30.3K | 0.2% | 89 |
|
2020
Q1 | $1.67M | Buy |
9,146
+384
| +4% | +$70.2K | 0.26% | 79 |
|
2019
Q4 | $1.99M | Buy |
+8,762
| New | +$1.99M | 0.27% | 80 |
|