Affinity Investment Advisors’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 | – | Sell |
-989
| Closed | -$527K | – | 136 |
|
|
2025
Q1 | $527K | Buy |
989
+152
| +18% | +$81K | 0.43% | 84 |
|
|
2024
Q4 | $379K | Sell |
837
-90
| -10% | -$40.8K | 0.32% | 97 |
|
|
2024
Q3 | $427K | Hold |
927
| – | – | 0.29% | 98 |
|
|
2024
Q2 | $377K | Sell |
927
-450
| -33% | -$183K | 0.28% | 98 |
|
|
2024
Q1 | $579K | Hold |
1,377
| – | – | 0.42% | 80 |
|
|
2023
Q4 | $491K | Sell |
1,377
-136
| -9% | -$48.5K | 0.33% | 89 |
|
|
2023
Q3 | $530K | Sell |
1,513
-490
| -24% | -$172K | 0.34% | 112 |
|
|
2023
Q2 | $683K | Hold |
2,003
| – | – | 0.4% | 93 |
|
|
2023
Q1 | $618K | Hold |
2,003
| – | – | 0.33% | 124 |
|
|
2022
Q4 | $619K | Buy |
2,003
+92
| +5% | +$28.4K | 0.28% | 124 |
|
|
2022
Q3 | $510K | Hold |
1,911
| – | – | 0.26% | 130 |
|
|
2022
Q2 | $522K | Sell |
1,911
-237
| -11% | -$64.7K | 0.25% | 130 |
|
|
2022
Q1 | $758K | Buy |
2,148
+231
| +12% | +$81.5K | 0.31% | 122 |
|
|
2021
Q4 | $573K | Buy |
+1,917
| New | +$573K | 0.23% | 136 |
|