Wealth Alliance’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 | $3.67M | Sell |
7,553
-163
| -2% | -$79.2K | 0.41% | 47 |
|
|
2025
Q1 | $4.11M | Buy |
7,716
+349
| +5% | +$186K | 0.5% | 36 |
|
|
2024
Q4 | $3.34M | Sell |
7,367
-251
| -3% | -$114K | 0.4% | 43 |
|
|
2024
Q3 | $3.51M | Buy |
7,618
+122
| +2% | +$56.1K | 0.42% | 37 |
|
|
2024
Q2 | $3.05M | Sell |
7,496
-151
| -2% | -$61.4K | 0.39% | 43 |
|
|
2024
Q1 | $3.22M | Sell |
7,647
-632
| -8% | -$266K | 0.42% | 43 |
|
|
2023
Q4 | $2.95M | Buy |
8,279
+438
| +6% | +$156K | 0.41% | 43 |
|
|
2023
Q3 | $2.75M | Buy |
7,841
+177
| +2% | +$62K | 0.43% | 44 |
|
|
2023
Q2 | $2.61M | Buy |
7,664
+111
| +1% | +$37.9K | 0.39% | 43 |
|
|
2023
Q1 | $2.33M | Sell |
7,553
-184
| -2% | -$56.8K | 0.38% | 48 |
|
|
2022
Q4 | $2.39M | Sell |
7,737
-185
| -2% | -$57.1K | 0.42% | 39 |
|
|
2022
Q3 | $2.12M | Buy |
7,922
+5
| +0.1% | +$1.34K | 0.42% | 38 |
|
|
2022
Q2 | $2.16M | Buy |
7,917
+2,757
| +53% | +$753K | 0.41% | 42 |
|
|
2022
Q1 | $1.82M | Sell |
5,160
-115
| -2% | -$40.6K | 0.37% | 53 |
|
|
2021
Q4 | $1.58M | Buy |
5,275
+15
| +0.3% | +$4.48K | 0.32% | 65 |
|
|
2021
Q3 | $1.44M | Sell |
5,260
-941
| -15% | -$257K | 0.32% | 62 |
|
|
2021
Q2 | $1.72M | Sell |
6,201
-336
| -5% | -$93.4K | 0.41% | 50 |
|
|
2021
Q1 | $1.67M | Buy |
6,537
+498
| +8% | +$127K | 0.47% | 43 |
|
|
2020
Q4 | $1.4M | Sell |
6,039
-717
| -11% | -$166K | 0.41% | 52 |
|
|
2020
Q3 | $1.44M | Buy |
6,756
+153
| +2% | +$32.6K | 0.52% | 42 |
|
|
2020
Q2 | $1.18M | Buy |
6,603
+445
| +7% | +$79.5K | 0.47% | 50 |
|
|
2020
Q1 | $1.13M | Buy |
+6,158
| New | +$1.13M | 0.61% | 36 |
|