Wealth Management Partners’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 | $783K | Sell |
1,637
-2
| -0.1% | -$956 | 0.28% | 74 |
|
|
2025
Q1 | $873K | Sell |
1,639
-12
| -0.7% | -$6.39K | 0.4% | 56 |
|
|
2024
Q4 | $748K | Buy |
1,651
+2
| +0.1% | +$907 | 0.32% | 63 |
|
|
2024
Q3 | $759K | Sell |
1,649
-3
| -0.2% | -$1.38K | 0.35% | 61 |
|
|
2024
Q2 | $672K | Sell |
1,652
-25
| -1% | -$10.2K | 0.33% | 58 |
|
|
2024
Q1 | $705K | Buy |
1,677
+3
| +0.2% | +$1.26K | 0.36% | 58 |
|
|
2023
Q4 | $597K | Sell |
1,674
-79
| -5% | -$28.2K | 0.33% | 62 |
|
|
2023
Q3 | $614K | Sell |
1,753
-3,000
| -63% | -$1.05M | 0.38% | 54 |
|
|
2023
Q2 | $1.62M | Sell |
4,753
-59
| -1% | -$20.1K | 1.02% | 21 |
|
|
2023
Q1 | $1.49M | Sell |
4,812
-188
| -4% | -$58K | 1.04% | 21 |
|
|
2022
Q4 | $1.44M | Hold |
5,000
| – | – | 1.2% | 19 |
|
|
2022
Q3 | $1.26M | Hold |
5,000
| – | – | 1.11% | 21 |
|
|
2022
Q2 | $1.28M | Hold |
5,000
| – | – | 1.12% | 21 |
|
|
2022
Q1 | $1.66M | Hold |
5,000
| – | – | 1.19% | 19 |
|
|
2021
Q4 | $1.41M | Buy |
5,000
+244
| +5% | +$68.8K | 0.97% | 22 |
|
|
2021
Q3 | $1.3M | Buy |
4,756
+44
| +0.9% | +$12K | 0.96% | 26 |
|
|
2021
Q2 | $1.31M | Hold |
4,712
| – | – | 0.91% | 29 |
|
|
2021
Q1 | $1.24M | Hold |
4,712
| – | – | 0.93% | 30 |
|
|
2020
Q4 | $1.09M | Buy |
+4,712
| New | +$1.09M | 0.85% | 32 |
|