Stone Summit 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 | $474K | Sell |
975
-5
| -0.5% | -$2.43K | 0.15% | 105 |
|
|
2025
Q1 | $522K | Sell |
980
-49
| -5% | -$26.1K | 0.18% | 94 |
|
|
2024
Q4 | $466K | Sell |
1,029
-70
| -6% | -$31.7K | 0.16% | 100 |
|
|
2024
Q3 | $506K | Sell |
1,099
-15
| -1% | -$6.9K | 0.16% | 100 |
|
|
2024
Q2 | $453K | Sell |
1,114
-20
| -2% | -$8.14K | 0.16% | 101 |
|
|
2024
Q1 | $477K | Sell |
1,134
-100
| -8% | -$42.1K | 0.17% | 100 |
|
|
2023
Q4 | $440K | Sell |
1,234
-25
| -2% | -$8.92K | 0.17% | 105 |
|
|
2023
Q3 | $441K | Sell |
1,259
-35
| -3% | -$12.3K | 0.19% | 101 |
|
|
2023
Q2 | $441K | Buy |
1,294
+15
| +1% | +$5.12K | 0.18% | 98 |
|
|
2023
Q1 | $395K | Sell |
1,279
-76
| -6% | -$23.5K | 0.18% | 97 |
|
|
2022
Q4 | $419K | Sell |
1,355
-80
| -6% | -$24.7K | 0.21% | 93 |
|
|
2022
Q3 | $383K | Sell |
1,435
-38
| -3% | -$10.1K | 0.24% | 88 |
|
|
2022
Q2 | $402K | Sell |
1,473
-35
| -2% | -$9.55K | 0.24% | 90 |
|
|
2022
Q1 | $532K | Buy |
1,508
+3
| +0.2% | +$1.06K | 0.3% | 80 |
|
|
2021
Q4 | $450K | Buy |
+1,505
| New | +$450K | 0.37% | 82 |
|