StrongBox 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 | $1.9M | Buy |
3,920
+172
| +5% | +$83.6K | 0.72% | 40 |
|
|
2025
Q1 | $2M | Buy |
3,748
+107
| +3% | +$57K | 0.83% | 36 |
|
|
2024
Q4 | $1.65M | Buy |
3,641
+187
| +5% | +$84.8K | 0.7% | 39 |
|
|
2024
Q3 | $1.59M | Buy |
3,454
+262
| +8% | +$121K | 0.68% | 41 |
|
|
2024
Q2 | $1.3M | Sell |
3,192
-375
| -11% | -$153K | 0.61% | 39 |
|
|
2024
Q1 | $1.5M | Sell |
3,567
-148
| -4% | -$62.2K | 0.79% | 41 |
|
|
2023
Q4 | $1.32M | Buy |
3,715
+1,385
| +59% | +$494K | 0.77% | 38 |
|
|
2023
Q3 | $816K | Buy |
2,330
+138
| +6% | +$48.3K | 0.52% | 46 |
|
|
2023
Q2 | $747K | Sell |
2,192
-1,089
| -33% | -$371K | 0.47% | 50 |
|
|
2023
Q1 | $1.01M | Sell |
3,281
-3,663
| -53% | -$1.13M | 0.68% | 48 |
|
|
2022
Q4 | $2.15M | Buy |
6,944
+423
| +6% | +$131K | 1.52% | 25 |
|
|
2022
Q3 | $1.74M | Buy |
6,521
+957
| +17% | +$256K | 1.26% | 30 |
|
|
2022
Q2 | $1.52M | Buy |
5,564
+52
| +0.9% | +$14.2K | 0.98% | 35 |
|
|
2022
Q1 | $1.95M | Buy |
5,512
+3,927
| +248% | +$1.39M | 1.11% | 33 |
|
|
2021
Q4 | $474K | Hold |
1,585
| – | – | 0.24% | 71 |
|
|
2021
Q3 | $433K | Sell |
1,585
-10
| -0.6% | -$2.73K | 0.24% | 71 |
|
|
2021
Q2 | $443K | Buy |
+1,595
| New | +$443K | 0.25% | 71 |
|