Wealthspan 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 | $1.9M | Sell |
3,919
-5
| -0.1% | -$2.43K | 0.79% | 29 |
|
|
2025
Q1 | $2.09M | Buy |
3,924
+50
| +1% | +$26.6K | 0.97% | 28 |
|
|
2024
Q4 | $1.76M | Buy |
3,874
+9
| +0.2% | +$4.08K | 0.84% | 28 |
|
|
2024
Q3 | $1.78M | Buy |
3,865
+36
| +0.9% | +$16.6K | 0.88% | 27 |
|
|
2024
Q2 | $1.56M | Buy |
3,829
+100
| +3% | +$40.7K | 0.86% | 24 |
|
|
2024
Q1 | $1.57M | Buy |
3,729
+29
| +0.8% | +$12.2K | 0.92% | 24 |
|
|
2023
Q4 | $1.32M | Buy |
3,700
+508
| +16% | +$181K | 0.92% | 21 |
|
|
2023
Q3 | $1.12M | Buy |
3,192
+11
| +0.3% | +$3.85K | 0.88% | 20 |
|
|
2023
Q2 | $1.08M | Buy |
3,181
+645
| +25% | +$220K | 0.86% | 20 |
|
|
2023
Q1 | $783K | Sell |
2,536
-12
| -0.5% | -$3.71K | 0.67% | 28 |
|
|
2022
Q4 | $787K | Hold |
2,548
| – | – | 0.72% | 26 |
|
|
2022
Q3 | $680K | Buy |
2,548
+47
| +2% | +$12.5K | 0.7% | 30 |
|
|
2022
Q2 | $683K | Buy |
2,501
+108
| +5% | +$29.5K | 0.71% | 27 |
|
|
2022
Q1 | $845K | Buy |
2,393
+42
| +2% | +$14.8K | 0.77% | 24 |
|
|
2021
Q4 | $703K | Buy |
+2,351
| New | +$703K | 0.62% | 28 |
|