Udine 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 | $3.09M | Buy |
16,411
+481
| +3% | +$90.6K | 1.63% | 15 |
|
|
2025
Q1 | $8.48M | Buy |
15,930
+508
| +3% | +$271K | 5.68% | 7 |
|
|
2024
Q4 | $6.99M | Buy |
15,422
+1,366
| +10% | +$619K | 4.49% | 8 |
|
|
2024
Q3 | $6.47M | Buy |
14,056
+112
| +0.8% | +$51.5K | 4.56% | 8 |
|
|
2024
Q2 | $5.67M | Sell |
13,944
-30
| -0.2% | -$12.2K | 3.95% | 9 |
|
|
2024
Q1 | $5.88M | Sell |
13,974
-200
| -1% | -$84.1K | 4.05% | 9 |
|
|
2023
Q4 | $5.06M | Buy |
14,174
+336
| +2% | +$120K | 4.02% | 9 |
|
|
2023
Q3 | $4.85M | Buy |
13,838
+833
| +6% | +$292K | 4.69% | 8 |
|
|
2023
Q2 | $4.43M | Sell |
13,005
-101
| -0.8% | -$34.4K | 4.21% | 8 |
|
|
2023
Q1 | $4.05M | Buy |
13,106
+77
| +0.6% | +$23.8K | 6.25% | 5 |
|
|
2022
Q4 | $4.03M | Buy |
13,029
+83
| +0.6% | +$25.6K | 4.95% | 5 |
|
|
2022
Q3 | $3.46M | Buy |
12,946
+141
| +1% | +$37.7K | 5.46% | 6 |
|
|
2022
Q2 | $3.5M | Buy |
12,805
+2,404
| +23% | +$656K | 6.33% | 4 |
|
|
2022
Q1 | $3.67M | Buy |
10,401
+289
| +3% | +$102K | 4% | 9 |
|
|
2021
Q4 | $3.02M | Buy |
+10,112
| New | +$3.02M | 3.12% | 10 |
|