WealthTrust Axiom’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 | $3.67M | Sell |
7,546
-225
| -3% | -$109K | 1.08% | 24 |
|
|
2025
Q1 | $4.14M | Sell |
7,771
-311
| -4% | -$166K | 1.26% | 20 |
|
|
2024
Q4 | $3.66M | Buy |
8,082
+5
| +0.1% | +$2.27K | 1.09% | 22 |
|
|
2024
Q3 | $3.72M | Sell |
8,077
-1,236
| -13% | -$569K | 1.1% | 25 |
|
|
2024
Q2 | $3.79M | Buy |
9,313
+15
| +0.2% | +$6.1K | 1.26% | 18 |
|
|
2024
Q1 | $3.91M | Sell |
9,298
-649
| -7% | -$273K | 1.26% | 19 |
|
|
2023
Q4 | $3.55M | Buy |
9,947
+312
| +3% | +$111K | 1.19% | 18 |
|
|
2023
Q3 | $3.38M | Hold |
9,635
| – | – | 1.21% | 19 |
|
|
2023
Q2 | $3.29M | Hold |
9,635
| – | – | 1.09% | 22 |
|
|
2023
Q1 | $2.98M | Buy |
9,635
+62
| +0.6% | +$19.1K | 1.01% | 24 |
|
|
2022
Q4 | $2.96M | Sell |
9,573
-1
| -0% | -$309 | 1.03% | 26 |
|
|
2022
Q3 | $2.56M | Hold |
9,574
| – | – | 0.97% | 26 |
|
|
2022
Q2 | $2.61M | Buy |
9,574
+10
| +0.1% | +$2.73K | 0.93% | 28 |
|
|
2022
Q1 | $3.38M | Sell |
9,564
-200
| -2% | -$70.6K | 1.05% | 24 |
|
|
2021
Q4 | $2.92M | Buy |
9,764
+35
| +0.4% | +$10.5K | 0.93% | 28 |
|
|
2021
Q3 | $2.66M | Hold |
9,729
| – | – | 0.9% | 30 |
|
|
2021
Q2 | $2.7M | Buy |
9,729
+200
| +2% | +$55.6K | 0.87% | 32 |
|
|
2021
Q1 | $2.43M | Hold |
9,529
| – | – | 0.82% | 33 |
|
|
2020
Q4 | $2.21M | Hold |
9,529
| – | – | 0.8% | 33 |
|
|
2020
Q3 | $2.03M | Hold |
9,529
| – | – | 0.87% | 29 |
|
|
2020
Q2 | $1.7M | Buy |
9,529
+385
| +4% | +$68.7K | 0.75% | 39 |
|
|
2020
Q1 | $1.67M | Buy |
9,144
+500
| +6% | +$91.4K | 0.82% | 34 |
|
|
2019
Q4 | $1.96M | Hold |
8,644
| – | – | 0.65% | 47 |
|
|
2019
Q3 | $1.8M | Buy |
8,644
+200
| +2% | +$41.6K | 0.64% | 45 |
|
|
2019
Q2 | $1.8M | Hold |
8,444
| – | – | 0.63% | 44 |
|
|
2019
Q1 | $1.7M | Hold |
8,444
| – | – | 0.6% | 48 |
|
|
2018
Q4 | $1.72M | Buy |
8,444
+301
| +4% | +$61.5K | 0.71% | 41 |
|
|
2018
Q3 | $1.74M | Hold |
8,143
| – | – | 0.59% | 50 |
|
|
2018
Q2 | $1.52M | Hold |
8,143
| – | – | 0.54% | 49 |
|
|
2018
Q1 | $1.62M | Hold |
8,143
| – | – | 0.59% | 49 |
|
|
2017
Q4 | $1.61M | Sell |
8,143
-124
| -1% | -$24.6K | 0.6% | 50 |
|
|
2017
Q3 | $1.52M | Sell |
8,267
-756
| -8% | -$139K | 0.58% | 51 |
|
|
2017
Q2 | $1.53M | Hold |
9,023
| – | – | 0.57% | 50 |
|
|
2017
Q1 | $1.5M | Buy |
9,023
+575
| +7% | +$95.8K | 0.55% | 52 |
|
|
2016
Q4 | $1.38M | Hold |
8,448
| – | – | 0.5% | 55 |
|
|
2016
Q3 | $1.22M | Hold |
8,448
| – | – | 0.46% | 62 |
|
|
2016
Q2 | $1.22M | Sell |
8,448
-200
| -2% | -$29K | 0.47% | 58 |
|
|
2016
Q1 | $1.23M | Hold |
8,648
| – | – | 0.48% | 58 |
|
|
2015
Q4 | $1.14M | Hold |
8,648
| – | – | 0.45% | 60 |
|
|
2015
Q3 | $1.13M | Sell |
8,648
-146
| -2% | -$19K | 0.47% | 63 |
|
|
2015
Q2 | $1.2M | Sell |
8,794
-167
| -2% | -$22.7K | 0.44% | 62 |
|
|
2015
Q1 | $1.29M | Hold |
8,961
| – | – | 0.46% | 61 |
|
|
2014
Q4 | $1.35M | Buy |
8,961
+160
| +2% | +$24K | 0.48% | 58 |
|
|
2014
Q3 | $1.22M | Hold |
8,801
| – | – | 0.43% | 63 |
|
|
2014
Q2 | $1.11M | Hold |
8,801
| – | – | 0.38% | 63 |
|
|
2014
Q1 | $1.1M | Buy |
8,801
+471
| +6% | +$58.8K | 0.4% | 61 |
|
|
2013
Q4 | $987K | Hold |
8,330
| – | – | 0.38% | 59 |
|
|
2013
Q3 | $945K | Hold |
8,330
| – | – | 0.39% | 61 |
|
|
2013
Q2 | $932K | Buy |
+8,330
| New | +$932K | 0.4% | 59 |
|