Vigilare 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 | $488K | Sell |
1,005
-20
| -2% | -$9.72K | 0.18% | 70 |
|
|
2025
Q1 | $546K | Sell |
1,025
-29
| -3% | -$15.4K | 0.22% | 48 |
|
|
2024
Q4 | $478K | Hold |
1,054
| – | – | 0.19% | 47 |
|
|
2024
Q3 | $485K | Hold |
1,054
| – | – | 0.2% | 52 |
|
|
2024
Q2 | $429K | Sell |
1,054
-25
| -2% | -$10.2K | 0.19% | 54 |
|
|
2024
Q1 | $454K | Sell |
1,079
-675
| -38% | -$284K | 0.22% | 50 |
|
|
2023
Q4 | $626K | Sell |
1,754
-15
| -0.8% | -$5.35K | 0.32% | 43 |
|
|
2023
Q3 | $620K | Sell |
1,769
-511
| -22% | -$179K | 0.4% | 35 |
|
|
2023
Q2 | $777K | Sell |
2,280
-60
| -3% | -$20.5K | 0.45% | 31 |
|
|
2023
Q1 | $723K | Sell |
2,340
-225
| -9% | -$69.5K | 0.41% | 32 |
|
|
2022
Q4 | $792K | Hold |
2,565
| – | – | 0.46% | 32 |
|
|
2022
Q3 | $685K | Hold |
2,565
| – | – | 0.89% | 29 |
|
|
2022
Q2 | $700K | Sell |
2,565
-1,025
| -29% | -$280K | 0.76% | 33 |
|
|
2022
Q1 | $1.27M | Sell |
3,590
-45
| -1% | -$15.9K | 1.04% | 25 |
|
|
2021
Q4 | $1.09M | Hold |
3,635
| – | – | 0.64% | 40 |
|
|
2021
Q3 | $992K | Sell |
3,635
-320
| -8% | -$87.3K | 0.61% | 39 |
|
|
2021
Q2 | $1.1M | Buy |
3,955
+1,000
| +34% | +$278K | 0.67% | 43 |
|
|
2021
Q1 | $755K | Buy |
2,955
+620
| +27% | +$158K | 0.54% | 48 |
|
|
2020
Q4 | $541K | Buy |
2,335
+175
| +8% | +$40.5K | 0.51% | 47 |
|
|
2020
Q3 | $460K | Sell |
2,160
-234
| -10% | -$49.8K | 0.48% | 56 |
|
|
2020
Q2 | $427K | Sell |
2,394
-2,392
| -50% | -$427K | 0.43% | 52 |
|
|
2020
Q1 | $875K | Buy |
4,786
+21
| +0.4% | +$3.84K | 1.05% | 26 |
|
|
2019
Q4 | $1.07M | Buy |
+4,765
| New | +$1.07M | 0.71% | 40 |
|