Wealth 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 | $1.1M | Sell |
2,261
-820
| -27% | -$398K | 1.09% | 26 |
|
|
2025
Q1 | $1.64M | Buy |
3,081
+244
| +9% | +$130K | 1.06% | 23 |
|
|
2024
Q4 | $1.29M | Sell |
2,837
-144
| -5% | -$65.3K | 0.83% | 25 |
|
|
2024
Q3 | $1.37M | Buy |
2,981
+268
| +10% | +$123K | 0.92% | 24 |
|
|
2024
Q2 | $1.1M | Buy |
2,713
+49
| +2% | +$19.9K | 0.79% | 31 |
|
|
2024
Q1 | $1.12M | Buy |
+2,664
| New | +$1.12M | 0.85% | 32 |
|