Strategic Equity 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 | $209K | Hold |
430
| – | – | 0.08% | 70 |
|
2025
Q1 | $229K | Buy |
+430
| New | +$229K | 0.1% | 57 |
|
2023
Q4 | – | Sell |
-685
| Closed | -$240K | – | 27 |
|
2023
Q3 | $240K | Hold |
685
| – | – | 0.09% | 37 |
|
2023
Q2 | $234K | Buy |
685
+10
| +1% | +$3.41K | 0.08% | 36 |
|
2023
Q1 | $208K | Hold |
675
| – | – | 0.07% | 41 |
|
2022
Q4 | $209K | Buy |
+675
| New | +$209K | 0.08% | 35 |
|
2022
Q2 | – | Sell |
-675
| Closed | -$238K | – | 42 |
|
2022
Q1 | $238K | Hold |
675
| – | – | 0.09% | 40 |
|
2021
Q4 | $202K | Buy |
+675
| New | +$202K | 0.06% | 46 |
|