Whelan Financial’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 | $1.72M | Buy |
3,540
+682
| +24% | +$331K | 0.62% | 19 |
|
|
2025
Q1 | $1.52M | Buy |
2,858
+1,231
| +76% | +$656K | 0.59% | 19 |
|
|
2024
Q4 | $737K | Buy |
1,627
+332
| +26% | +$150K | 0.29% | 24 |
|
|
2024
Q3 | $596K | Buy |
1,295
+69
| +6% | +$31.8K | 0.25% | 22 |
|
|
2024
Q2 | $499K | Buy |
1,226
+35
| +3% | +$14.2K | 0.22% | 26 |
|
|
2024
Q1 | $501K | Buy |
+1,191
| New | +$501K | 0.23% | 25 |
|