Strata Wealth Advisors’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 | $34.7M | Sell |
71,391
-1,276
| -2% | -$620K | 9.56% | 4 |
|
|
2025
Q1 | $38.7M | Sell |
72,667
-5,948
| -8% | -$3.17M | 12.03% | 4 |
|
|
2024
Q4 | $35.6M | Sell |
78,615
-1,468
| -2% | -$665K | 11.18% | 4 |
|
|
2024
Q3 | $36.9M | Sell |
80,083
-1,285
| -2% | -$591K | 11.85% | 4 |
|
|
2024
Q2 | $33.1M | Sell |
81,368
-319
| -0.4% | -$130K | 11.4% | 4 |
|
|
2024
Q1 | $34.4M | Buy |
81,687
+2,299
| +3% | +$967K | 12.08% | 4 |
|
|
2023
Q4 | $28.3M | Buy |
79,388
+3,076
| +4% | +$1.1M | 11.15% | 4 |
|
|
2023
Q3 | $26.7M | Buy |
+76,312
| New | +$26.7M | 12.87% | 4 |
|
|
2023
Q1 | $22.9M | Sell |
74,257
-1,107
| -1% | -$342K | 11.84% | 4 |
|
|
2022
Q4 | $23.3M | Buy |
+75,364
| New | +$23.3M | 12.91% | 4 |
|