Wealthstream Advisors’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 | $1.26M | Buy |
2,599
+48
| +2% | +$23.3K | 0.21% | 44 |
|
|
2025
Q1 | $1.36M | Buy |
2,551
+158
| +7% | +$84.1K | 0.25% | 33 |
|
|
2024
Q4 | $1.08M | Sell |
2,393
-2
| -0.1% | -$907 | 0.2% | 41 |
|
|
2024
Q3 | $1.1M | Buy |
2,395
+39
| +2% | +$18K | 0.2% | 41 |
|
|
2024
Q2 | $958K | Buy |
2,356
+59
| +3% | +$24K | 0.35% | 42 |
|
|
2024
Q1 | $966K | Buy |
2,297
+45
| +2% | +$18.9K | 0.37% | 42 |
|
|
2023
Q4 | $803K | Sell |
2,252
-53
| -2% | -$18.9K | 0.33% | 49 |
|
|
2023
Q3 | $807K | Buy |
2,305
+292
| +15% | +$102K | 0.42% | 36 |
|
|
2023
Q2 | $686K | Buy |
2,013
+184
| +10% | +$62.7K | 0.36% | 40 |
|
|
2023
Q1 | $565K | Buy |
1,829
+177
| +11% | +$54.7K | 0.34% | 38 |
|
|
2022
Q4 | $510K | Buy |
+1,652
| New | +$510K | 0.33% | 41 |
|
|
2022
Q2 | – | Sell |
-761
| Closed | -$269K | – | 72 |
|
|
2022
Q1 | $269K | Buy |
+761
| New | +$269K | 0.24% | 54 |
|