True Wealth Design’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 | $183K | Buy |
377
+36
| +11% | +$17.5K | 0.06% | 55 |
|
|
2025
Q1 | $182K | Buy |
341
+91
| +36% | +$48.4K | 0.07% | 41 |
|
|
2024
Q4 | $113K | Buy |
250
+16
| +7% | +$7.25K | 0.04% | 65 |
|
|
2024
Q3 | $108K | Buy |
234
+20
| +9% | +$9.21K | 0.04% | 55 |
|
|
2024
Q2 | $87.1K | Hold |
214
| – | – | 0.02% | 142 |
|
|
2024
Q1 | $90K | Sell |
214
-19
| -8% | -$7.99K | 0.02% | 142 |
|
|
2023
Q4 | $83.1K | Sell |
233
-11
| -5% | -$3.92K | 0.02% | 139 |
|
|
2023
Q3 | $85.5K | Sell |
244
-11
| -4% | -$3.85K | 0.03% | 133 |
|
|
2023
Q2 | $87K | Sell |
255
-51
| -17% | -$17.4K | 0.03% | 130 |
|
|
2023
Q1 | $94.5K | Buy |
306
+61
| +25% | +$18.8K | 0.04% | 140 |
|
|
2022
Q4 | $75.7K | Buy |
+245
| New | +$75.7K | 0.04% | 134 |
|