Wealth Effects’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 | $2.43M | Sell |
4,995
-285
| -5% | -$138K | 0.91% | 19 |
|
|
2025
Q1 | $2.81M | Sell |
5,280
-25
| -0.5% | -$13.3K | 1.18% | 13 |
|
|
2024
Q4 | $2.4M | Sell |
5,305
-3
| -0.1% | -$1.36K | 0.85% | 21 |
|
|
2024
Q3 | $2.44M | Buy |
5,308
+122
| +2% | +$56.1K | 0.86% | 19 |
|
|
2024
Q2 | $2.11M | Buy |
5,186
+5
| +0.1% | +$2.03K | 0.76% | 24 |
|
|
2024
Q1 | $2.18M | Sell |
5,181
-159
| -3% | -$66.9K | 0.8% | 19 |
|
|
2023
Q4 | $1.9M | Buy |
5,340
+618
| +13% | +$220K | 0.72% | 22 |
|
|
2023
Q3 | $1.65M | Hold |
4,722
| – | – | 0.82% | 21 |
|
|
2023
Q2 | $1.61M | Buy |
4,722
+40
| +0.9% | +$13.6K | 0.71% | 27 |
|
|
2023
Q1 | $1.45M | Sell |
4,682
-30
| -0.6% | -$9.26K | 0.74% | 31 |
|
|
2022
Q4 | $1.46M | Buy |
4,712
+61
| +1% | +$18.8K | 0.83% | 30 |
|
|
2022
Q3 | $1.24M | Sell |
4,651
-200
| -4% | -$53.4K | 0.76% | 30 |
|
|
2022
Q2 | $1.32M | Buy |
4,851
+302
| +7% | +$82.4K | 0.8% | 32 |
|
|
2022
Q1 | $1.61M | Buy |
4,549
+15
| +0.3% | +$5.29K | 0.75% | 30 |
|
|
2021
Q4 | $1.36M | Buy |
+4,534
| New | +$1.36M | 0.56% | 40 |
|