Ullmann Wealth Partners Group’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 | $1.5M | Buy |
3,084
+81
| +3% | +$39.3K | 0.18% | 55 |
|
|
2025
Q1 | $1.6M | Buy |
3,003
+215
| +8% | +$115K | 0.21% | 47 |
|
|
2024
Q4 | $1.26M | Buy |
2,788
+25
| +0.9% | +$11.3K | 0.16% | 52 |
|
|
2024
Q3 | $1.27M | Buy |
2,763
+51
| +2% | +$23.5K | 0.16% | 48 |
|
|
2024
Q2 | $1.1M | Buy |
2,712
+29
| +1% | +$11.8K | 0.16% | 49 |
|
|
2024
Q1 | $1.13M | Buy |
2,683
+87
| +3% | +$36.6K | 0.17% | 46 |
|
|
2023
Q4 | $926K | Buy |
2,596
+153
| +6% | +$54.6K | 0.15% | 45 |
|
|
2023
Q3 | $856K | Buy |
2,443
+1,105
| +83% | +$387K | 0.16% | 41 |
|
|
2023
Q2 | $456K | Buy |
1,338
+70
| +6% | +$23.9K | 0.09% | 61 |
|
|
2023
Q1 | $392K | Buy |
1,268
+70
| +6% | +$21.6K | 0.09% | 58 |
|
|
2022
Q4 | $370K | Hold |
1,198
| – | – | 0.09% | 54 |
|
|
2022
Q3 | $320K | Sell |
1,198
-642
| -35% | -$171K | 0.09% | 58 |
|
|
2022
Q2 | $502K | Hold |
1,840
| – | – | 0.14% | 48 |
|
|
2022
Q1 | $649K | Hold |
1,840
| – | – | 0.17% | 43 |
|
|
2021
Q4 | $550K | Buy |
1,840
+175
| +11% | +$52.3K | 0.15% | 46 |
|
|
2021
Q3 | $454K | Buy |
1,665
+48
| +3% | +$13.1K | 0.18% | 47 |
|
|
2021
Q2 | $449K | Buy |
1,617
+300
| +23% | +$83.3K | 0.19% | 48 |
|
|
2021
Q1 | $336K | Sell |
1,317
-324
| -20% | -$82.7K | 0.15% | 57 |
|
|
2020
Q4 | $380K | Buy |
1,641
+474
| +41% | +$110K | 0.19% | 49 |
|
|
2020
Q3 | $249K | Buy |
+1,167
| New | +$249K | 0.14% | 61 |
|
|
2017
Q3 | – | Sell |
-525
| Closed | -$88K | – | 59 |
|
|
2017
Q2 | $88K | Buy |
525
+25
| +5% | +$4.19K | 0.06% | 77 |
|
|
2017
Q1 | $83K | Buy |
+500
| New | +$83K | 0.07% | 70 |
|