Wiser Wealth Management’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 | $419K | Buy |
863
+43
| +5% | +$20.9K | 0.11% | 37 |
|
|
2025
Q1 | $437K | Buy |
820
+79
| +11% | +$42.1K | 0.12% | 32 |
|
|
2024
Q4 | $336K | Buy |
741
+126
| +20% | +$57.1K | 0.09% | 36 |
|
|
2024
Q3 | $283K | Buy |
615
+71
| +13% | +$32.7K | 0.08% | 37 |
|
|
2024
Q2 | $221K | Buy |
+544
| New | +$221K | 0.07% | 34 |
|
|
2022
Q4 | – | Sell |
-1,154
| Closed | -$308K | – | 37 |
|
|
2022
Q3 | $308K | Buy |
1,154
+68
| +6% | +$18.1K | 0.16% | 29 |
|
|
2022
Q2 | $296K | Sell |
1,086
-99
| -8% | -$27K | 0.15% | 30 |
|
|
2022
Q1 | $418K | Buy |
1,185
+25
| +2% | +$8.82K | 0.19% | 25 |
|
|
2021
Q4 | $347K | Buy |
+1,160
| New | +$347K | 0.17% | 24 |
|