Wolff Financial 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 | $1.56M | Buy |
3,216
+195
| +6% | +$94.7K | 0.4% | 28 |
|
|
2025
Q1 | $1.61M | Buy |
3,021
+255
| +9% | +$136K | 0.45% | 26 |
|
|
2024
Q4 | $1.25M | Hold |
2,766
| – | – | 0.35% | 32 |
|
|
2024
Q3 | $1.27M | Hold |
2,766
| – | – | 0.35% | 35 |
|
|
2024
Q2 | $1.13M | Hold |
2,766
| – | – | 0.83% | 14 |
|
|
2024
Q1 | $1.16M | Sell |
2,766
-200
| -7% | -$84.1K | 0.34% | 36 |
|
|
2023
Q4 | $1.06M | Hold |
2,966
| – | – | 0.33% | 41 |
|
|
2023
Q3 | $1.04M | Buy |
+2,966
| New | +$1.04M | 0.35% | 38 |
|
|
2023
Q2 | – | Sell |
-2,966
| Closed | -$916K | – | 41 |
|
|
2023
Q1 | $916K | Hold |
2,966
| – | – | 0.32% | 46 |
|
|
2022
Q4 | $916K | Buy |
2,966
+190
| +7% | +$58.7K | 0.34% | 46 |
|
|
2022
Q3 | $741K | Hold |
2,776
| – | – | 0.34% | 51 |
|
|
2022
Q2 | $758K | Buy |
2,776
+365
| +15% | +$99.7K | 0.34% | 52 |
|
|
2022
Q1 | $851K | Hold |
2,411
| – | – | 0.34% | 50 |
|
|
2021
Q4 | $721K | Buy |
+2,411
| New | +$721K | 0.27% | 54 |
|
|
2021
Q1 | $605K | Buy |
2,368
+292
| +14% | +$74.6K | 0.28% | 57 |
|
|
2020
Q4 | $481K | Sell |
2,076
-200
| -9% | -$46.3K | 0.25% | 61 |
|
|
2020
Q3 | $485K | Sell |
2,276
-1,318
| -37% | -$281K | 0.29% | 56 |
|
|
2020
Q2 | $642K | Sell |
3,594
-100
| -3% | -$17.9K | 0.41% | 46 |
|
|
2020
Q1 | $675K | Buy |
3,694
+300
| +9% | +$54.8K | 0.51% | 38 |
|
|
2019
Q4 | $769K | Hold |
3,394
| – | – | 0.51% | 38 |
|
|
2019
Q3 | $706K | Hold |
3,394
| – | – | 0.52% | 40 |
|
|
2019
Q2 | $723K | Buy |
3,394
+34
| +1% | +$7.24K | 0.56% | 38 |
|
|
2019
Q1 | $675K | Buy |
3,360
+24
| +0.7% | +$4.82K | 0.56% | 38 |
|
|
2018
Q4 | $681K | Buy |
+3,336
| New | +$681K | 0.66% | 34 |
|