TruWealth Advisors’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 | $2.85M | Buy |
5,873
+143
| +2% | +$69.5K | 0.16% | 70 |
|
|
2025
Q1 | $3.05M | Sell |
5,730
-157
| -3% | -$83.6K | 0.18% | 63 |
|
|
2024
Q4 | $2.67M | Sell |
5,887
-13
| -0.2% | -$5.89K | 0.16% | 64 |
|
|
2024
Q3 | $2.72M | Sell |
5,900
-111
| -2% | -$51.1K | 0.17% | 63 |
|
|
2024
Q2 | $2.45M | Buy |
6,011
+185
| +3% | +$75.3K | 0.16% | 64 |
|
|
2024
Q1 | $2.45M | Sell |
5,826
-372
| -6% | -$156K | 0.17% | 64 |
|
|
2023
Q4 | $2.21M | Buy |
6,198
+76
| +1% | +$27.1K | 0.17% | 57 |
|
|
2023
Q3 | $2.14M | Sell |
6,122
-298
| -5% | -$104K | 0.18% | 60 |
|
|
2023
Q2 | $2.19M | Buy |
6,420
+63
| +1% | +$21.5K | 0.19% | 61 |
|
|
2023
Q1 | $1.96M | Sell |
6,357
-522
| -8% | -$161K | 0.18% | 62 |
|
|
2022
Q4 | $2.12M | Sell |
6,879
-169
| -2% | -$52.2K | 0.21% | 64 |
|
|
2022
Q3 | $1.88M | Sell |
7,048
-3,037
| -30% | -$811K | 0.2% | 62 |
|
|
2022
Q2 | $2.75M | Buy |
10,085
+8,294
| +463% | +$2.26M | 0.3% | 53 |
|
|
2022
Q1 | $632K | Buy |
1,791
+56
| +3% | +$19.8K | 0.07% | 65 |
|
|
2021
Q4 | $519K | Sell |
1,735
-100
| -5% | -$29.9K | 0.05% | 76 |
|
|
2021
Q3 | $501K | Buy |
1,835
+783
| +74% | +$214K | 0.06% | 75 |
|
|
2021
Q2 | $292K | Buy |
1,052
+225
| +27% | +$62.5K | 0.03% | 91 |
|
|
2021
Q1 | $211K | Sell |
827
-203
| -20% | -$51.8K | 0.03% | 106 |
|
|
2020
Q4 | $239K | Buy |
+1,030
| New | +$239K | 0.04% | 94 |
|