Strait & Sound 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 | $3.41M | Buy |
7,030
+124
| +2% | +$60.2K | 1.45% | 16 |
|
|
2025
Q1 | $3.68M | Buy |
6,906
+574
| +9% | +$306K | 1.71% | 11 |
|
|
2024
Q4 | $2.87M | Buy |
6,332
+2
| +0% | +$907 | 1.33% | 16 |
|
|
2024
Q3 | $2.91M | Buy |
6,330
+233
| +4% | +$107K | 1.42% | 15 |
|
|
2024
Q2 | $2.48M | Buy |
6,097
+195
| +3% | +$79.3K | 1.26% | 14 |
|
|
2024
Q1 | $2.41M | Sell |
5,902
-83
| -1% | -$33.8K | 1.34% | 15 |
|
|
2023
Q4 | $2.15M | Buy |
5,985
+43
| +0.7% | +$15.4K | 1.34% | 16 |
|
|
2023
Q3 | $2.08M | Sell |
5,942
-62
| -1% | -$21.7K | 1.79% | 13 |
|
|
2023
Q2 | $2.05M | Sell |
6,004
-1,504
| -20% | -$513K | 2.03% | 11 |
|
|
2023
Q1 | $2.32M | Buy |
7,508
+50
| +0.7% | +$15.4K | 2.3% | 10 |
|
|
2022
Q4 | $2.35M | Buy |
+7,458
| New | +$2.35M | 2.56% | 9 |
|