WorthPointe’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 | $357K | Buy |
735
+21
| +3% | +$10.2K | 0.15% | 64 |
|
|
2025
Q1 | $380K | Sell |
714
-21
| -3% | -$11.2K | 0.17% | 57 |
|
|
2024
Q4 | $333K | Buy |
735
+14
| +2% | +$6.35K | 0.14% | 69 |
|
|
2024
Q3 | $332K | Buy |
721
+2
| +0.3% | +$921 | 0.14% | 59 |
|
|
2024
Q2 | $292K | Buy |
719
+20
| +3% | +$8.14K | 0.13% | 57 |
|
|
2024
Q1 | $294K | Buy |
699
+41
| +6% | +$17.2K | 0.15% | 51 |
|
|
2023
Q4 | $235K | Sell |
658
-277
| -30% | -$98.8K | 0.12% | 62 |
|
|
2023
Q3 | $328K | Buy |
935
+279
| +43% | +$97.7K | 0.19% | 47 |
|
|
2023
Q2 | $224K | Buy |
+656
| New | +$224K | 0.14% | 52 |
|