Wealthgate Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $626K | Sell |
1,360
-284
| -17% | -$131K | 1.74% | 10 |
|
|
2024
Q2 | $669K | Hold |
1,644
| – | – | 1.65% | 9 |
|
|
2024
Q1 | $691K | Hold |
1,644
| – | – | 1.8% | 10 |
|
|
2023
Q4 | $586K | Hold |
1,644
| – | – | 1.62% | 11 |
|
|
2023
Q3 | $576K | Hold |
1,644
| – | – | 1.79% | 11 |
|
|
2023
Q2 | $561K | Hold |
1,644
| – | – | 1.64% | 11 |
|
|
2023
Q1 | $508K | Hold |
1,644
| – | – | 1.46% | 11 |
|
|
2022
Q4 | $508K | Hold |
1,644
| – | – | 1.38% | 11 |
|
|
2022
Q3 | $439K | Hold |
1,644
| – | – | 1.17% | 11 |
|
|
2022
Q2 | $449K | Buy |
1,644
+284
| +21% | +$77.6K | 1.11% | 11 |
|
|
2022
Q1 | $480K | Sell |
1,360
-600
| -31% | -$212K | 0.96% | 12 |
|
|
2021
Q4 | $586K | Sell |
1,960
-30
| -2% | -$8.97K | 0.91% | 14 |
|
|
2021
Q3 | $543K | Buy |
1,990
+630
| +46% | +$172K | 0.83% | 16 |
|
|
2021
Q2 | $378K | Hold |
1,360
| – | – | 0.75% | 11 |
|
|
2021
Q1 | $347K | Hold |
1,360
| – | – | 0.47% | 31 |
|
|
2020
Q4 | $315K | Buy |
+1,360
| New | +$315K | 0.47% | 29 |
|