Worth Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-160
| Closed | -$54.6K | – | 130 |
|
|
2023
Q2 | $54.6K | Hold |
160
| – | – | 0.04% | 184 |
|
|
2023
Q1 | $49.4K | Hold |
160
| – | – | 0.04% | 181 |
|
|
2022
Q4 | $49.4K | Buy |
160
+20
| +14% | +$6.18K | 0.03% | 182 |
|
|
2022
Q3 | $37K | Sell |
140
-4
| -3% | -$1.06K | 0.03% | 173 |
|
|
2022
Q2 | $39K | Sell |
144
-5,020
| -97% | -$1.36M | 0.03% | 226 |
|
|
2022
Q1 | $1.59M | Buy |
+5,164
| New | +$1.59M | 1.04% | 24 |
|