TLW 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 | $20.8M | Buy |
42,780
+113
| +0.3% | +$54.9K | 11.58% | 1 |
|
2025
Q1 | $22.7M | Buy |
42,667
+178
| +0.4% | +$94.8K | 13.64% | 1 |
|
2024
Q4 | $19.3M | Sell |
42,489
-233
| -0.5% | -$106K | 11.47% | 1 |
|
2024
Q3 | $19.7M | Sell |
42,722
-207
| -0.5% | -$95.3K | 11.68% | 1 |
|
2024
Q2 | $17.5M | Sell |
42,929
-318
| -0.7% | -$129K | 10.88% | 1 |
|
2024
Q1 | $18.2M | Sell |
43,247
-59
| -0.1% | -$24.8K | 11.58% | 1 |
|
2023
Q4 | $15.4M | Buy |
43,306
+72
| +0.2% | +$25.7K | 11% | 1 |
|
2023
Q3 | $15.1M | Sell |
43,234
-31
| -0.1% | -$10.9K | 11.51% | 1 |
|
2023
Q2 | $14.8M | Sell |
43,265
-304
| -0.7% | -$104K | 10.64% | 1 |
|
2023
Q1 | $13.5M | Sell |
43,569
-270
| -0.6% | -$83.4K | 10.15% | 2 |
|
2022
Q4 | $13.5M | Sell |
43,839
-242
| -0.5% | -$74.8K | 10.96% | 3 |
|
2022
Q3 | $11.8M | Sell |
44,081
-5,348
| -11% | -$1.43M | 10.27% | 1 |
|
2022
Q2 | $13.5M | Sell |
49,429
-1,281
| -3% | -$350K | 10.53% | 1 |
|
2022
Q1 | $17.9M | Buy |
50,710
+65
| +0.1% | +$22.9K | 10.49% | 1 |
|
2021
Q4 | $15.1M | Buy |
50,645
+10
| +0% | +$2.99K | 8.07% | 5 |
|
2021
Q3 | $13.8M | Buy |
50,635
+307
| +0.6% | +$83.8K | 7.55% | 4 |
|
2021
Q2 | $14M | Buy |
50,328
+172
| +0.3% | +$47.8K | 7.77% | 4 |
|
2021
Q1 | $12.8M | Buy |
50,156
+14
| +0% | +$3.58K | 7.78% | 3 |
|
2020
Q4 | $11.6M | Sell |
50,142
-93
| -0.2% | -$21.6K | 7.5% | 3 |
|
2020
Q3 | $10.7M | Buy |
50,235
+8,258
| +20% | +$1.76M | 7.95% | 2 |
|
2020
Q2 | $7.49M | Buy |
41,977
+139
| +0.3% | +$24.8K | 6.47% | 7 |
|
2020
Q1 | $7.65M | Buy |
41,838
+9,521
| +29% | +$1.74M | 8.37% | 1 |
|
2019
Q4 | $7.32M | Buy |
32,317
+106
| +0.3% | +$24K | 6.36% | 4 |
|
2019
Q3 | $6.7M | Buy |
32,211
+1,134
| +4% | +$236K | 6.28% | 1 |
|
2019
Q2 | $6.63M | Buy |
+31,077
| New | +$6.63M | 6.45% | 1 |
|