Advisory Resource Group’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 | $1.96M | Buy |
4,036
+95
| +2% | +$46.1K | 0.38% | 58 |
|
2025
Q1 | $2.1M | Hold |
3,941
| – | – | 0.43% | 62 |
|
2024
Q4 | $1.79M | Buy |
3,941
+53
| +1% | +$24K | 0.38% | 59 |
|
2024
Q3 | $1.79M | Sell |
3,888
-50
| -1% | -$23K | 0.38% | 61 |
|
2024
Q2 | $1.6M | Buy |
3,938
+118
| +3% | +$48K | 0.36% | 60 |
|
2024
Q1 | $1.61M | Sell |
3,820
-149
| -4% | -$62.7K | 0.37% | 58 |
|
2023
Q4 | $1.42M | Buy |
3,969
+175
| +5% | +$62.4K | 0.35% | 56 |
|
2023
Q3 | $1.33M | Sell |
3,794
-119
| -3% | -$41.7K | 0.36% | 56 |
|
2023
Q2 | $1.33M | Hold |
3,913
| – | – | 0.36% | 52 |
|
2023
Q1 | $1.21M | Buy |
3,913
+16
| +0.4% | +$4.94K | 0.34% | 53 |
|
2022
Q4 | $1.2M | Hold |
3,897
| – | – | 0.36% | 54 |
|
2022
Q3 | $1.04M | Hold |
3,897
| – | – | 0.34% | 58 |
|
2022
Q2 | $1.06M | Hold |
3,897
| – | – | 0.35% | 57 |
|
2022
Q1 | $1.38M | Buy |
3,897
+9
| +0.2% | +$3.18K | 0.43% | 53 |
|
2021
Q4 | $1.22M | Buy |
3,888
+23
| +0.6% | +$7.2K | 0.41% | 54 |
|
2021
Q3 | $1.06M | Buy |
3,865
+15
| +0.4% | +$4.09K | 0.39% | 53 |
|
2021
Q2 | $1.07M | Hold |
3,850
| – | – | 0.43% | 51 |
|
2021
Q1 | $984K | Sell |
3,850
-387
| -9% | -$98.9K | 0.46% | 44 |
|
2020
Q4 | $982K | Sell |
4,237
-40
| -0.9% | -$9.27K | 0.49% | 44 |
|
2020
Q3 | $911K | Hold |
4,277
| – | – | 0.53% | 44 |
|
2020
Q2 | $763K | Buy |
4,277
+117
| +3% | +$20.9K | 0.47% | 40 |
|
2020
Q1 | $761K | Buy |
4,160
+2,020
| +94% | +$370K | 0.58% | 41 |
|
2019
Q4 | $485K | Buy |
2,140
+172
| +9% | +$39K | 0.27% | 50 |
|
2019
Q3 | $409K | Sell |
1,968
-440
| -18% | -$91.4K | 0.22% | 53 |
|
2019
Q2 | $513K | Hold |
2,408
| – | – | 0.28% | 47 |
|
2019
Q1 | $489K | Buy |
2,408
+192
| +9% | +$39K | 0.27% | 49 |
|
2018
Q4 | $452K | Buy |
+2,216
| New | +$452K | 0.28% | 43 |
|