Access 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 | $1.65M | Hold |
3,406
| – | – | 0.63% | 32 |
|
|
2025
Q1 | $1.81M | Hold |
3,406
| – | – | 0.73% | 22 |
|
|
2024
Q4 | $1.54M | Hold |
3,406
| – | – | 0.69% | 34 |
|
|
2024
Q3 | $1.57M | Hold |
3,406
| – | – | 0.72% | 35 |
|
|
2024
Q2 | $1.39M | Sell |
3,406
-17
| -0.5% | -$6.92K | 0.63% | 45 |
|
|
2024
Q1 | $1.44M | Buy |
3,423
+1,400
| +69% | +$589K | 0.64% | 50 |
|
|
2023
Q4 | $722K | Hold |
2,023
| – | – | 0.37% | 66 |
|
|
2023
Q3 | $709K | Hold |
2,023
| – | – | 0.42% | 62 |
|
|
2023
Q2 | $690K | Sell |
2,023
-20
| -1% | -$6.82K | 0.4% | 63 |
|
|
2023
Q1 | $631K | Sell |
2,043
-200
| -9% | -$61.8K | 0.38% | 65 |
|
|
2022
Q4 | $693K | Hold |
2,243
| – | – | 0.42% | 64 |
|
|
2022
Q3 | $599K | Hold |
2,243
| – | – | 0.39% | 67 |
|
|
2022
Q2 | $612K | Hold |
2,243
| – | – | 0.35% | 72 |
|
|
2022
Q1 | $792K | Hold |
2,243
| – | – | 0.38% | 72 |
|
|
2021
Q4 | $671K | Buy |
2,243
+260
| +13% | +$77.8K | 0.3% | 81 |
|
|
2021
Q3 | $541K | Sell |
1,983
-63
| -3% | -$17.2K | 0.24% | 86 |
|
|
2021
Q2 | $569K | Sell |
2,046
-30
| -1% | -$8.34K | 0.26% | 87 |
|
|
2021
Q1 | $530K | Hold |
2,076
| – | – | 0.25% | 73 |
|
|
2020
Q4 | $481K | Hold |
2,076
| – | – | 0.24% | 71 |
|
|
2020
Q3 | $442K | Sell |
2,076
-80
| -4% | -$17K | 0.24% | 64 |
|
|
2020
Q2 | $385K | Hold |
2,156
| – | – | 0.25% | 60 |
|
|
2020
Q1 | $394K | Buy |
2,156
+227
| +12% | +$41.5K | 0.31% | 54 |
|
|
2019
Q4 | $437K | Sell |
1,929
-174
| -8% | -$39.4K | 0.25% | 64 |
|
|
2019
Q3 | $437K | Sell |
2,103
-284
| -12% | -$59K | 0.31% | 59 |
|
|
2019
Q2 | $509K | Sell |
2,387
-429
| -15% | -$91.5K | 0.39% | 53 |
|
|
2019
Q1 | $566K | Buy |
2,816
+75
| +3% | +$15.1K | 0.45% | 46 |
|
|
2018
Q4 | $560K | Hold |
2,741
| – | – | 0.5% | 47 |
|
|
2018
Q3 | $587K | Hold |
2,741
| – | – | 0.4% | 47 |
|
|
2018
Q2 | $512K | Buy |
2,741
+209
| +8% | +$39K | 0.36% | 50 |
|
|
2018
Q1 | $505K | Hold |
2,532
| – | – | 0.37% | 48 |
|
|
2017
Q4 | $502K | Sell |
2,532
-888
| -26% | -$176K | 0.35% | 52 |
|
|
2017
Q3 | $627K | Buy |
3,420
+852
| +33% | +$156K | 0.48% | 48 |
|
|
2017
Q2 | $435K | Hold |
2,568
| – | – | 0.36% | 55 |
|
|
2017
Q1 | $428K | Hold |
2,568
| – | – | 0.36% | 53 |
|
|
2016
Q4 | $419K | Buy |
+2,568
| New | +$419K | 0.38% | 49 |
|