VERITY 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 | $891K | Hold |
1,835
| – | – | 0.6% | 33 |
|
|
2025
Q1 | $977K | Sell |
1,835
-240
| -12% | -$128K | 0.72% | 29 |
|
|
2024
Q4 | $941K | Hold |
2,075
| – | – | 0.68% | 31 |
|
|
2024
Q3 | $955K | Buy |
2,075
+200
| +11% | +$92.1K | 0.67% | 32 |
|
|
2024
Q2 | $763K | Hold |
1,875
| – | – | 0.57% | 34 |
|
|
2024
Q1 | $788K | Buy |
1,875
+42
| +2% | +$17.7K | 0.6% | 33 |
|
|
2023
Q4 | $654K | Hold |
1,833
| – | – | 0.56% | 36 |
|
|
2023
Q3 | $642K | Hold |
1,833
| – | – | 0.6% | 33 |
|
|
2023
Q2 | $625K | Hold |
1,833
| – | – | 0.56% | 33 |
|
|
2023
Q1 | $566K | Buy |
1,833
+41
| +2% | +$12.7K | 0.52% | 36 |
|
|
2022
Q4 | $554K | Hold |
1,792
| – | – | 0.54% | 36 |
|
|
2022
Q3 | $478K | Hold |
1,792
| – | – | 0.49% | 42 |
|
|
2022
Q2 | $489K | Buy |
1,792
+350
| +24% | +$95.5K | 0.48% | 39 |
|
|
2022
Q1 | $509K | Hold |
1,442
| – | – | 0.45% | 40 |
|
|
2021
Q4 | $431K | Hold |
1,442
| – | – | 0.36% | 43 |
|
|
2021
Q3 | $394K | Hold |
1,442
| – | – | 0.35% | 43 |
|
|
2021
Q2 | $401K | Sell |
1,442
-100
| -6% | -$27.8K | 0.36% | 42 |
|
|
2021
Q1 | $394K | Hold |
1,542
| – | – | 0.35% | 41 |
|
|
2020
Q4 | $358K | Buy |
1,542
+42
| +3% | +$9.75K | 0.33% | 40 |
|
|
2020
Q3 | $319K | Hold |
1,500
| – | – | 0.33% | 40 |
|
|
2020
Q2 | $268K | Hold |
1,500
| – | – | 0.29% | 40 |
|
|
2020
Q1 | $274K | Hold |
1,500
| – | – | 0.37% | 36 |
|
|
2019
Q4 | $340K | Hold |
1,500
| – | – | 0.33% | 42 |
|
|
2019
Q3 | $312K | Hold |
1,500
| – | – | 0.31% | 42 |
|
|
2019
Q2 | $320K | Hold |
1,500
| – | – | 0.31% | 43 |
|
|
2019
Q1 | $301K | Hold |
1,500
| – | – | 0.31% | 43 |
|
|
2018
Q4 | $306K | Buy |
+1,500
| New | +$306K | 0.35% | 41 |
|