West Wealth Group’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 | $391K | Sell |
833
-10
| -1% | -$4.69K | 0.1% | 68 |
|
|
2025
Q1 | $449K | Buy |
843
+45
| +6% | +$24K | 0.13% | 57 |
|
|
2024
Q4 | $362K | Sell |
798
-27
| -3% | -$12.2K | 0.11% | 63 |
|
|
2024
Q3 | $380K | Sell |
825
-26
| -3% | -$12K | 0.12% | 53 |
|
|
2024
Q2 | $346K | Buy |
851
+44
| +5% | +$17.9K | 0.12% | 62 |
|
|
2024
Q1 | $339K | Sell |
807
-25
| -3% | -$10.5K | 0.13% | 59 |
|
|
2023
Q4 | $297K | Buy |
832
+27
| +3% | +$9.63K | 0.12% | 64 |
|
|
2023
Q3 | $282K | Sell |
805
-92
| -10% | -$32.2K | 0.12% | 58 |
|
|
2023
Q2 | $306K | Buy |
897
+58
| +7% | +$19.8K | 0.13% | 50 |
|
|
2023
Q1 | $259K | Sell |
839
-120
| -13% | -$37.1K | 0.12% | 51 |
|
|
2022
Q4 | $296K | Sell |
959
-15
| -2% | -$4.63K | 0.15% | 50 |
|
|
2022
Q3 | $260K | Hold |
974
| – | – | 0.13% | 50 |
|
|
2022
Q2 | $265K | Hold |
974
| – | – | 0.12% | 51 |
|
|
2022
Q1 | $343K | Sell |
974
-81
| -8% | -$28.5K | 0.14% | 41 |
|
|
2021
Q4 | $315K | Buy |
+1,055
| New | +$315K | 0.12% | 39 |
|