Trueblood 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 | $1.58M | Buy |
3,253
+176
| +6% | +$85.5K | 0.66% | 40 |
|
|
2025
Q1 | $1.64M | Buy |
3,077
+157
| +5% | +$83.6K | 0.76% | 32 |
|
|
2024
Q4 | $1.32M | Buy |
2,920
+114
| +4% | +$51.7K | 0.65% | 40 |
|
|
2024
Q3 | $1.29M | Hold |
2,806
| – | – | 0.65% | 42 |
|
|
2024
Q2 | $1.14M | Buy |
2,806
+89
| +3% | +$36.2K | 0.64% | 44 |
|
|
2024
Q1 | $1.14M | Buy |
2,717
+183
| +7% | +$77K | 0.65% | 42 |
|
|
2023
Q4 | $904K | Buy |
+2,534
| New | +$904K | 0.57% | 54 |
|