Waterfront Wealth’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 | $15M | Sell |
30,952
-329
| -1% | -$160K | 3.37% | 1 |
|
|
2025
Q1 | $16.7M | Sell |
31,281
-633
| -2% | -$337K | 4.06% | 1 |
|
|
2024
Q4 | $14.5M | Buy |
31,914
+104
| +0.3% | +$47.1K | 3.52% | 1 |
|
|
2024
Q3 | $14.5M | Buy |
31,810
+100
| +0.3% | +$45.6K | 3.55% | 1 |
|
|
2024
Q2 | $12.9M | Sell |
31,710
-255
| -0.8% | -$104K | 3.5% | 1 |
|
|
2024
Q1 | $12.9M | Buy |
31,965
+222
| +0.7% | +$89.7K | 3.61% | 1 |
|
|
2023
Q4 | $11.3M | Sell |
31,743
-32
| -0.1% | -$11.4K | 3.34% | 1 |
|
|
2023
Q3 | $10.7M | Buy |
31,775
+33
| +0.1% | +$11.1K | 3.5% | 1 |
|
|
2023
Q2 | $11M | Sell |
31,742
-112
| -0.4% | -$38.9K | 3.28% | 1 |
|
|
2023
Q1 | $9.84M | Sell |
31,854
-847
| -3% | -$262K | 3.21% | 1 |
|
|
2022
Q4 | $10.1M | Sell |
32,701
-91
| -0.3% | -$28.1K | 3.47% | 1 |
|
|
2022
Q3 | $9.59M | Buy |
32,792
+155
| +0.5% | +$45.3K | 3.65% | 1 |
|
|
2022
Q2 | $8.91M | Buy |
32,637
+446
| +1% | +$122K | 3.6% | 1 |
|
|
2022
Q1 | $11.3M | Buy |
32,191
+657
| +2% | +$231K | 4% | 2 |
|
|
2021
Q4 | $9.43M | Buy |
31,534
+312
| +1% | +$93.3K | 3.73% | 1 |
|
|
2021
Q3 | $8.52M | Sell |
31,222
-214
| -0.7% | -$58.4K | 4.12% | 2 |
|
|
2021
Q2 | $8.74M | Hold |
31,436
| – | – | 4.13% | 2 |
|
|
2021
Q1 | $8.12M | Sell |
31,436
-224
| -0.7% | -$57.8K | 4.08% | 2 |
|
|
2020
Q4 | $7.34M | Buy |
+31,660
| New | +$7.34M | 5.2% | 2 |
|