Tolleson 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 | – | Sell |
-403
| Closed | -$215K | – | 85 |
|
|
2025
Q1 | $215K | Buy |
+403
| New | +$215K | 0.04% | 84 |
|
|
2024
Q4 | – | Sell |
-479
| Closed | -$220K | – | 105 |
|
|
2024
Q3 | $220K | Buy |
+479
| New | +$220K | 0.04% | 80 |
|
|
2024
Q1 | – | Sell |
-1,464
| Closed | -$522K | – | 83 |
|
|
2023
Q4 | $522K | Buy |
+1,464
| New | +$522K | 0.11% | 58 |
|