TMD 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.25M | Sell |
3,073
-260
| -8% | -$106K | 0.27% | 25 |
|
|
2024
Q1 | $1.4M | Sell |
3,333
-51
| -2% | -$21.4K | 0.33% | 29 |
|
|
2023
Q4 | $1.21M | Hold |
3,384
| – | – | 0.31% | 28 |
|
|
2023
Q3 | $1.19M | Sell |
3,384
-115
| -3% | -$40.3K | 0.34% | 27 |
|
|
2023
Q2 | $1.19M | Hold |
3,499
| – | – | 0.31% | 21 |
|
|
2023
Q1 | $1.08M | Hold |
3,499
| – | – | 0.31% | 24 |
|
|
2022
Q4 | $1.08M | Sell |
3,499
-351
| -9% | -$108K | 0.48% | 19 |
|
|
2022
Q3 | $1.03M | Buy |
3,850
+12
| +0.3% | +$3.2K | 0.46% | 16 |
|
|
2022
Q2 | $1.05M | Hold |
3,838
| – | – | 0.44% | 19 |
|
|
2022
Q1 | $1.35M | Buy |
3,838
+115
| +3% | +$40.6K | 0.52% | 20 |
|
|
2021
Q4 | $1.11M | Hold |
3,723
| – | – | 0.41% | 22 |
|
|
2021
Q3 | $1.02M | Buy |
3,723
+100
| +3% | +$27.3K | 0.43% | 19 |
|
|
2021
Q2 | $1.01M | Hold |
3,623
| – | – | 0.44% | 18 |
|
|
2021
Q1 | $926K | Sell |
3,623
-14
| -0.4% | -$3.58K | 0.44% | 19 |
|
|
2020
Q4 | $843K | Buy |
+3,637
| New | +$843K | 0.47% | 15 |
|