Sterling Wealth Management’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 | $741K | Buy |
+1,525
| New | +$741K | 0.25% | 48 |
|
|
2024
Q4 | $671K | Sell |
1,480
-31
| -2% | -$14.1K | 0.25% | 51 |
|
|
2024
Q3 | $695K | Buy |
1,511
+36
| +2% | +$16.6K | 0.26% | 49 |
|
|
2024
Q2 | $600K | Buy |
1,475
+55
| +4% | +$22.4K | 0.28% | 49 |
|
|
2024
Q1 | $597K | Hold |
1,420
| – | – | 0.3% | 45 |
|
|
2023
Q4 | $506K | Buy |
+1,420
| New | +$506K | 0.28% | 49 |
|