WealthShield 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 | $5.23M | Buy |
10,767
+959
| +10% | +$466K | 0.63% | 46 |
|
|
2025
Q1 | $5.22M | Buy |
9,808
+5,285
| +117% | +$2.81M | 0.67% | 41 |
|
|
2024
Q4 | $2.05M | Sell |
4,523
-433
| -9% | -$196K | 0.29% | 97 |
|
|
2024
Q3 | $2.28M | Buy |
4,956
+989
| +25% | +$455K | 0.31% | 97 |
|
|
2024
Q2 | $1.61M | Sell |
3,967
-411
| -9% | -$167K | 0.25% | 107 |
|
|
2024
Q1 | $1.84M | Sell |
4,378
-508
| -10% | -$214K | 0.3% | 94 |
|
|
2023
Q4 | $1.74M | Sell |
4,886
-944
| -16% | -$337K | 0.29% | 100 |
|
|
2023
Q3 | $2.04M | Buy |
5,830
+112
| +2% | +$39.2K | 0.31% | 92 |
|
|
2023
Q2 | $1.95M | Sell |
5,718
-43
| -0.7% | -$14.7K | 0.29% | 88 |
|
|
2023
Q1 | $1.78M | Buy |
5,761
+650
| +13% | +$201K | 0.29% | 93 |
|
|
2022
Q4 | $1.58M | Sell |
5,111
-39
| -0.8% | -$12K | 0.3% | 93 |
|
|
2022
Q3 | $1.38M | Hold |
5,150
| – | – | 0.27% | 97 |
|
|
2022
Q2 | $1.41M | Sell |
5,150
-33
| -0.6% | -$9.01K | 0.28% | 88 |
|
|
2022
Q1 | $1.83M | Buy |
5,183
+69
| +1% | +$24.3K | 0.29% | 79 |
|
|
2021
Q4 | $1.53M | Buy |
5,114
+710
| +16% | +$212K | 0.25% | 86 |
|
|
2021
Q3 | $1.2M | Sell |
4,404
-12,489
| -74% | -$3.41M | 0.32% | 68 |
|
|
2021
Q2 | $4.7M | Buy |
16,893
+1,071
| +7% | +$298K | 0.74% | 39 |
|
|
2021
Q1 | $4.04M | Sell |
15,822
-779
| -5% | -$199K | 0.73% | 42 |
|
|
2020
Q4 | $3.85M | Buy |
16,601
+6,470
| +64% | +$1.5M | 0.71% | 47 |
|
|
2020
Q3 | $2.16M | Buy |
10,131
+3,021
| +42% | +$643K | 0.76% | 33 |
|
|
2020
Q2 | $1.27M | Buy |
7,110
+3,314
| +87% | +$591K | 0.58% | 43 |
|
|
2020
Q1 | $694K | Sell |
3,796
-412
| -10% | -$75.3K | 0.42% | 59 |
|
|
2019
Q4 | $953K | Buy |
4,208
+200
| +5% | +$45.3K | 0.46% | 45 |
|
|
2019
Q3 | $834K | Buy |
4,008
+17
| +0.4% | +$3.54K | 0.44% | 48 |
|
|
2019
Q2 | $851K | Sell |
3,991
-17
| -0.4% | -$3.63K | 0.49% | 45 |
|
|
2019
Q1 | $805K | Buy |
4,008
+517
| +15% | +$104K | 0.45% | 49 |
|
|
2018
Q4 | $713K | Buy |
3,491
+20
| +0.6% | +$4.09K | 0.49% | 41 |
|
|
2018
Q3 | $743K | Sell |
3,471
-177
| -5% | -$37.9K | 0.42% | 42 |
|
|
2018
Q2 | $681K | Sell |
3,648
-505
| -12% | -$94.3K | 0.42% | 45 |
|
|
2018
Q1 | $828K | Buy |
4,153
+89
| +2% | +$17.7K | 0.52% | 40 |
|
|
2017
Q4 | $802K | Buy |
+4,064
| New | +$802K | 0.49% | 43 |
|