Tower Wealth Partners’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 | $767K | Buy |
1,578
+50
| +3% | +$24.3K | 0.45% | 26 |
|
|
2025
Q1 | $814K | Hold |
1,528
| – | – | 0.44% | 26 |
|
|
2024
Q4 | $693K | Hold |
1,528
| – | – | 0.36% | 27 |
|
|
2024
Q3 | $703K | Hold |
1,528
| – | – | 0.41% | 25 |
|
|
2024
Q2 | $622K | Hold |
1,528
| – | – | 0.38% | 26 |
|
|
2024
Q1 | $643K | Sell |
1,528
-300
| -16% | -$126K | 0.42% | 28 |
|
|
2023
Q4 | $652K | Hold |
1,828
| – | – | 0.46% | 26 |
|
|
2023
Q3 | $640K | Hold |
1,828
| – | – | 0.53% | 24 |
|
|
2023
Q2 | $623K | Buy |
1,828
+6
| +0.3% | +$2.05K | 0.5% | 25 |
|
|
2023
Q1 | $563K | Hold |
1,822
| – | – | 0.47% | 26 |
|
|
2022
Q4 | $563K | Hold |
1,822
| – | – | 0.49% | 27 |
|
|
2022
Q3 | $538K | Hold |
1,822
| – | – | 0.51% | 27 |
|
|
2022
Q2 | $497K | Buy |
1,822
+22
| +1% | +$6K | 0.66% | 26 |
|
|
2022
Q1 | $635K | Hold |
1,800
| – | – | 0.69% | 20 |
|
|
2021
Q4 | $538K | Hold |
1,800
| – | – | 0.55% | 23 |
|
|
2021
Q3 | $491K | Hold |
1,800
| – | – | 0.52% | 26 |
|
|
2021
Q2 | $500K | Hold |
1,800
| – | – | 0.55% | 27 |
|
|
2021
Q1 | $460K | Hold |
1,800
| – | – | 0.59% | 28 |
|
|
2020
Q4 | $417K | Buy |
+1,800
| New | +$417K | 0.48% | 25 |
|