Widmann Financial Services’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 | $356K | Buy |
733
+3
| +0.4% | +$1.46K | 0.25% | 75 |
|
|
2025
Q1 | $389K | Sell |
730
-60
| -8% | -$32K | 0.3% | 68 |
|
|
2024
Q4 | $358K | Hold |
790
| – | – | 0.28% | 71 |
|
|
2024
Q3 | $364K | Sell |
790
-6
| -0.8% | -$2.76K | 0.28% | 70 |
|
|
2024
Q2 | $324K | Sell |
796
-125
| -14% | -$50.9K | 0.26% | 68 |
|
|
2024
Q1 | $387K | Hold |
921
| – | – | 0.33% | 61 |
|
|
2023
Q4 | $328K | Hold |
921
| – | – | 0.3% | 65 |
|
|
2023
Q3 | $323K | Hold |
921
| – | – | 0.32% | 62 |
|
|
2023
Q2 | $314K | Hold |
921
| – | – | 0.3% | 65 |
|
|
2023
Q1 | $284K | Hold |
921
| – | – | 0.29% | 63 |
|
|
2022
Q4 | $284K | Hold |
921
| – | – | 0.3% | 60 |
|
|
2022
Q3 | $246K | Hold |
921
| – | – | 0.27% | 69 |
|
|
2022
Q2 | $251K | Sell |
921
-2
| -0.2% | -$545 | 0.26% | 70 |
|
|
2022
Q1 | $325K | Hold |
923
| – | – | 0.29% | 64 |
|
|
2021
Q4 | $275K | Buy |
+923
| New | +$275K | 0.23% | 73 |
|