Valley Wealth Managers’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 | $326K | Hold |
671
| – | – | 0.02% | 167 |
|
|
2025
Q1 | $357K | Sell |
671
-170
| -20% | -$90.5K | 0.03% | 166 |
|
|
2024
Q4 | $381K | Sell |
841
-100
| -11% | -$45.3K | 0.03% | 166 |
|
|
2024
Q3 | $433K | Hold |
941
| – | – | 0.03% | 164 |
|
|
2024
Q2 | $383K | Buy |
941
+90
| +11% | +$36.6K | 0.03% | 165 |
|
|
2024
Q1 | $358K | Sell |
851
-431
| -34% | -$181K | 0.03% | 171 |
|
|
2023
Q4 | $457K | Buy |
1,282
+42
| +3% | +$15K | 0.04% | 143 |
|
|
2023
Q3 | $434K | Hold |
1,240
| – | – | 0.04% | 147 |
|
|
2023
Q2 | $423K | Hold |
1,240
| – | – | 0.04% | 126 |
|
|
2023
Q1 | $383K | Hold |
1,240
| – | – | 0.03% | 129 |
|
|
2022
Q4 | $383K | Sell |
1,240
-529
| -30% | -$163K | 0.04% | 129 |
|
|
2022
Q3 | $473K | Buy |
1,769
+442
| +33% | +$118K | 0.05% | 123 |
|
|
2022
Q2 | $362K | Sell |
1,327
-250
| -16% | -$68.2K | 0.03% | 141 |
|
|
2022
Q1 | $556K | Sell |
1,577
-21
| -1% | -$7.4K | 0.05% | 121 |
|
|
2021
Q4 | $478K | Hold |
1,598
| – | – | 0.04% | 132 |
|
|
2021
Q3 | $436K | Sell |
1,598
-134
| -8% | -$36.6K | 0.04% | 136 |
|
|
2021
Q2 | $481K | Buy |
1,732
+442
| +34% | +$123K | 0.04% | 131 |
|
|
2021
Q1 | $330K | Sell |
1,290
-25
| -2% | -$6.4K | 0.03% | 145 |
|
|
2020
Q4 | $305K | Hold |
1,315
| – | – | 0.03% | 140 |
|
|
2020
Q3 | $280K | Buy |
+1,315
| New | +$280K | 0.03% | 143 |
|
|
2020
Q1 | – | Sell |
-942
| Closed | -$214K | – | 166 |
|
|
2019
Q4 | $214K | Buy |
+942
| New | +$214K | 0.02% | 177 |
|
|
2019
Q3 | – | Sell |
-1,035
| Closed | -$220K | – | 193 |
|
|
2019
Q2 | $220K | Sell |
1,035
-86
| -8% | -$18.3K | 0.02% | 184 |
|
|
2019
Q1 | $225K | Hold |
1,121
| – | – | 0.02% | 189 |
|
|
2018
Q4 | $229K | Buy |
+1,121
| New | +$229K | 0.03% | 155 |
|
|
2018
Q1 | – | Sell |
-1,400
| Closed | -$278K | – | 121 |
|
|
2017
Q4 | $278K | Hold |
1,400
| – | – | 0.03% | 109 |
|
|
2017
Q3 | $257K | Hold |
1,400
| – | – | 0.03% | 110 |
|
|
2017
Q2 | $237K | Sell |
1,400
-325
| -19% | -$55K | 0.03% | 119 |
|
|
2017
Q1 | $288K | Sell |
1,725
-1,173
| -40% | -$196K | 0.04% | 116 |
|
|
2016
Q4 | $472K | Buy |
2,898
+226
| +8% | +$36.8K | 0.07% | 103 |
|
|
2016
Q3 | $386K | Sell |
2,672
-155
| -5% | -$22.4K | 0.06% | 107 |
|
|
2016
Q2 | $409K | Buy |
2,827
+155
| +6% | +$22.4K | 0.06% | 104 |
|
|
2016
Q1 | $379K | Sell |
2,672
-30
| -1% | -$4.26K | 0.06% | 87 |
|
|
2015
Q4 | $357K | Buy |
2,702
+22
| +0.8% | +$2.91K | 0.06% | 90 |
|
|
2015
Q3 | $350K | Hold |
2,680
| – | – | 0.06% | 88 |
|
|
2015
Q2 | $365K | Sell |
2,680
-370
| -12% | -$50.4K | 0.06% | 93 |
|
|
2015
Q1 | $440K | Sell |
3,050
-2,900
| -49% | -$418K | 0.08% | 91 |
|
|
2014
Q4 | $894K | Buy |
5,950
+125
| +2% | +$18.8K | 0.16% | 81 |
|
|
2014
Q3 | $805K | Hold |
5,825
| – | – | 0.15% | 82 |
|
|
2014
Q2 | $738K | Hold |
5,825
| – | – | 0.14% | 86 |
|
|
2014
Q1 | $728K | Hold |
5,825
| – | – | 0.15% | 78 |
|
|
2013
Q4 | $690K | Hold |
5,825
| – | – | 0.14% | 76 |
|
|
2013
Q3 | $661K | Sell |
5,825
-100
| -2% | -$11.3K | 0.14% | 68 |
|
|
2013
Q2 | $663K | Buy |
+5,925
| New | +$663K | 0.15% | 66 |
|