Wealthcare Capital Management’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 | $1.44M | Sell |
2,971
-391
| -12% | -$190K | 0.15% | 25 |
|
2025
Q1 | $1.79M | Buy |
3,362
+1,400
| +71% | +$746K | 0.18% | 24 |
|
2024
Q4 | $889K | Buy |
1,962
+4
| +0.2% | +$1.81K | 0.09% | 35 |
|
2024
Q3 | $901K | Buy |
1,958
+56
| +3% | +$25.8K | 0.09% | 41 |
|
2024
Q2 | $774K | Buy |
1,902
+1,240
| +187% | +$504K | 0.08% | 43 |
|
2024
Q1 | $278K | Sell |
662
-151
| -19% | -$63.5K | 0.03% | 72 |
|
2023
Q4 | $290K | Buy |
813
+16
| +2% | +$5.71K | 0.03% | 70 |
|
2023
Q3 | $279K | Buy |
797
+62
| +8% | +$21.7K | 0.03% | 65 |
|
2023
Q2 | $251K | Buy |
+735
| New | +$251K | 0.03% | 68 |
|
2022
Q2 | – | Sell |
-845
| Closed | -$298K | – | 67 |
|
2022
Q1 | $298K | Buy |
+845
| New | +$298K | 0.03% | 66 |
|
2021
Q4 | – | Sell |
-1,305
| Closed | -$356K | – | 85 |
|
2021
Q3 | $356K | Sell |
1,305
-7
| -0.5% | -$1.91K | 0.03% | 62 |
|
2021
Q2 | $365K | Buy |
1,312
+35
| +3% | +$9.74K | 0.04% | 58 |
|
2021
Q1 | $326K | Sell |
1,277
-5
| -0.4% | -$1.28K | 0.03% | 56 |
|
2020
Q4 | $297K | Buy |
1,282
+1
| +0.1% | +$232 | 0.03% | 55 |
|
2020
Q3 | $273K | Buy |
1,281
+114
| +10% | +$24.3K | 0.03% | 52 |
|
2020
Q2 | $208K | Buy |
1,167
+104
| +10% | +$18.5K | 0.03% | 52 |
|
2020
Q1 | $194K | Sell |
1,063
-260
| -20% | -$47.5K | 0.03% | 51 |
|
2019
Q4 | $300K | Buy |
1,323
+298
| +29% | +$67.6K | 0.04% | 46 |
|
2019
Q3 | $213K | Hold |
1,025
| – | – | 0.03% | 51 |
|
2019
Q2 | $218K | Buy |
1,025
+12
| +1% | +$2.55K | 0.03% | 50 |
|
2019
Q1 | $204K | Hold |
1,013
| – | – | 0.03% | 55 |
|
2018
Q4 | $207K | Hold |
1,013
| – | – | 0.03% | 50 |
|
2018
Q3 | $217K | Buy |
1,013
+1,000
| +7,692% | +$214K | 0.03% | 44 |
|
2018
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 173 |
|
2018
Q1 | $3K | Hold |
13
| – | – | ﹤0.01% | 170 |
|
2017
Q4 | $3K | Hold |
13
| – | – | ﹤0.01% | 171 |
|
2017
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 160 |
|
2017
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 153 |
|
2017
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 157 |
|
2016
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 157 |
|
2016
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 165 |
|
2016
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 164 |
|
2016
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 175 |
|
2015
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 187 |
|
2015
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 206 |
|
2015
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 318 |
|
2015
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 798 |
|
2014
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 165 |
|