Wealthquest’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 | $1.22M | Buy |
2,505
+17
| +0.7% | +$8.26K | 0.1% | 43 |
|
|
2025
Q1 | $1.33M | Buy |
2,488
+68
| +3% | +$36.2K | 0.11% | 38 |
|
|
2024
Q4 | $1.1M | Sell |
2,420
-61
| -2% | -$27.7K | 0.09% | 47 |
|
|
2024
Q3 | $1.13M | Sell |
2,481
-7
| -0.3% | -$3.2K | 0.1% | 48 |
|
|
2024
Q2 | $1.01M | Sell |
2,488
-657
| -21% | -$267K | 0.11% | 49 |
|
|
2024
Q1 | $1.32M | Buy |
3,145
+339
| +12% | +$143K | 0.14% | 42 |
|
|
2023
Q4 | $1M | Buy |
2,806
+193
| +7% | +$68.8K | 0.11% | 52 |
|
|
2023
Q3 | $915K | Buy |
2,613
+18
| +0.7% | +$6.31K | 0.11% | 53 |
|
|
2023
Q2 | $885K | Buy |
2,595
+50
| +2% | +$17.1K | 0.11% | 54 |
|
|
2023
Q1 | $786K | Hold |
2,545
| – | – | 0.1% | 56 |
|
|
2022
Q4 | $786K | Buy |
2,545
+2
| +0.1% | +$618 | 0.1% | 60 |
|
|
2022
Q3 | $679K | Hold |
2,543
| – | – | 0.09% | 62 |
|
|
2022
Q2 | $694K | Sell |
2,543
-1,107
| -30% | -$302K | 0.1% | 60 |
|
|
2022
Q1 | $1.09M | Hold |
3,650
| – | – | 0.17% | 51 |
|
|
2021
Q4 | $1.09M | Sell |
3,650
-5
| -0.1% | -$1.5K | 0.17% | 51 |
|
|
2021
Q3 | $997K | Sell |
3,655
-18
| -0.5% | -$4.91K | 0.17% | 51 |
|
|
2021
Q2 | $1.02M | Buy |
3,673
+81
| +2% | +$22.5K | 0.17% | 50 |
|
|
2021
Q1 | $917K | Sell |
3,592
-864
| -19% | -$221K | 0.17% | 55 |
|
|
2020
Q4 | $1.05M | Sell |
4,456
-38
| -0.8% | -$8.99K | 0.23% | 42 |
|
|
2020
Q3 | $956K | Sell |
4,494
-1,500
| -25% | -$319K | 0.24% | 39 |
|
|
2020
Q2 | $1.07M | Buy |
+5,994
| New | +$1.07M | 0.27% | 43 |
|
|
2019
Q4 | $1.62M | Buy |
7,155
+493
| +7% | +$112K | 0.46% | 42 |
|
|
2019
Q3 | $1.39M | Buy |
6,662
+35
| +0.5% | +$7.28K | 0.46% | 44 |
|
|
2019
Q2 | $1.41M | Hold |
6,627
| – | – | 0.53% | 41 |
|
|
2019
Q1 | $1.33M | Buy |
6,627
+2
| +0% | +$402 | 0.5% | 40 |
|
|
2018
Q4 | $1.35M | Buy |
+6,625
| New | +$1.35M | 0.55% | 40 |
|
|
2015
Q3 | $402K | Hold |
3,085
| – | – | 0.73% | 16 |
|
|
2015
Q2 | $420K | Hold |
3,085
| – | – | 0.62% | 19 |
|
|
2015
Q1 | $445K | Sell |
3,085
-200
| -6% | -$28.8K | 0.64% | 18 |
|
|
2014
Q4 | $493K | Buy |
+3,285
| New | +$493K | 0.5% | 17 |
|