Wallace Advisory 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 | $751K | Buy |
1,411
+251
| +22% | +$134K | 0.55% | 47 |
|
|
2025
Q1 | $526K | Buy |
1,160
+676
| +140% | +$306K | 0.36% | 78 |
|
|
2024
Q4 | $223K | Buy |
+484
| New | +$223K | 0.15% | 165 |
|
|
2024
Q3 | – | Sell |
-507
| Closed | -$206K | – | 178 |
|
|
2024
Q2 | $206K | Sell |
507
-177
| -26% | -$72K | 0.15% | 168 |
|
|
2024
Q1 | $244K | Sell |
684
-45
| -6% | -$16.1K | 0.18% | 138 |
|
|
2023
Q4 | $255K | Sell |
729
-3
| -0.4% | -$1.05K | 0.2% | 124 |
|
|
2023
Q3 | $250K | Buy |
+732
| New | +$250K | 0.18% | 137 |
|