The Wealth Group’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 | $2.12M | Buy |
4,366
+1,827
| +72% | +$888K | 0.54% | 23 |
|
|
2025
Q1 | $1.35M | Sell |
2,539
-3
| -0.1% | -$1.6K | 0.4% | 29 |
|
|
2024
Q4 | $1.15M | Buy |
2,542
+57
| +2% | +$25.8K | 0.33% | 26 |
|
|
2024
Q3 | $1.14M | Hold |
2,485
| – | – | 0.33% | 28 |
|
|
2024
Q2 | $1.01M | Hold |
2,485
| – | – | 0.31% | 29 |
|
|
2024
Q1 | $1.02M | Sell |
2,485
-81
| -3% | -$33.4K | 0.32% | 29 |
|
|
2023
Q4 | $1.01M | Buy |
+2,566
| New | +$1.01M | 0.33% | 29 |
|