Valued Wealth 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 | $130K | Sell |
267
-15
| -5% | -$7.29K | 0.07% | 50 |
|
|
2025
Q1 | $150K | Buy |
282
+35
| +14% | +$18.6K | 0.09% | 43 |
|
|
2024
Q4 | $112K | Buy |
247
+4
| +2% | +$1.81K | 0.07% | 53 |
|
|
2024
Q3 | $112K | Buy |
243
+51
| +27% | +$23.5K | 0.07% | 46 |
|
|
2024
Q2 | $78.1K | Buy |
192
+27
| +16% | +$11K | 0.05% | 53 |
|
|
2024
Q1 | $69.4K | Buy |
165
+71
| +76% | +$29.9K | 0.05% | 53 |
|
|
2023
Q4 | $32.9K | Buy |
+94
| New | +$32.9K | 0.03% | 64 |
|