Watershed Private 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 | $1.6M | Buy |
3,304
+15
| +0.5% | +$7.29K | 0.58% | 32 |
|
|
2025
Q1 | $1.75M | Hold |
3,289
| – | – | 0.7% | 30 |
|
|
2024
Q4 | $1.49M | Hold |
3,289
| – | – | 0.58% | 33 |
|
|
2024
Q3 | $1.51M | Sell |
3,289
-26
| -0.8% | -$12K | 0.6% | 31 |
|
|
2024
Q2 | $1.35M | Sell |
3,315
-30
| -0.9% | -$12.2K | 0.57% | 36 |
|
|
2024
Q1 | $1.41M | Buy |
3,345
+295
| +10% | +$124K | 0.62% | 37 |
|
|
2023
Q4 | $1.09M | Sell |
3,050
-529
| -15% | -$189K | 0.6% | 45 |
|
|
2023
Q3 | $1.25M | Buy |
3,579
+46
| +1% | +$16.1K | 0.77% | 37 |
|
|
2023
Q2 | $1.2M | Hold |
3,533
| – | – | 0.73% | 38 |
|
|
2023
Q1 | $1.09M | Buy |
3,533
+26
| +0.7% | +$8.03K | 0.74% | 40 |
|
|
2022
Q4 | $1.08M | Buy |
+3,507
| New | +$1.08M | 0.82% | 38 |
|