Wealth Management Associates’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 | $388K | Hold |
798
| – | – | 0.15% | 131 |
|
|
2025
Q1 | $425K | Sell |
798
-1
| -0.1% | -$533 | 0.18% | 106 |
|
|
2024
Q4 | $362K | Buy |
799
+1
| +0.1% | +$453 | 0.15% | 129 |
|
|
2024
Q3 | $367K | Hold |
798
| – | – | 0.16% | 132 |
|
|
2024
Q2 | $325K | Hold |
798
| – | – | 0.15% | 130 |
|
|
2024
Q1 | $325K | Hold |
798
| – | – | 0.15% | 130 |
|
|
2023
Q4 | $285K | Hold |
798
| – | – | 0.15% | 145 |
|
|
2023
Q3 | $280K | Buy |
798
+50
| +7% | +$17.5K | 0.16% | 139 |
|
|
2023
Q2 | $255K | Sell |
748
-3
| -0.4% | -$1.02K | 0.14% | 148 |
|
|
2023
Q1 | $232K | Hold |
751
| – | – | 0.14% | 165 |
|
|
2022
Q4 | $232K | Buy |
+751
| New | +$232K | 0.15% | 158 |
|
|
2022
Q2 | – | Sell |
-935
| Closed | -$330K | – | 180 |
|
|
2022
Q1 | $330K | Buy |
+935
| New | +$330K | 0.19% | 137 |
|