Affinity Wealth 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
2025 Q2	$491K	Hold	1,010	–	–	0.08%	60
2025 Q1	$538K	Buy	1,010 +25	+3%	+$13.3K	0.1%	55
2024 Q4	$446K	Hold	985	–	–	0.08%	61
2024 Q3	$453K	Buy	985 +155	+19%	+$71.3K	0.08%	65
2024 Q2	$338K	Hold	830	–	–	0.06%	74
2024 Q1	$349K	Sell	830 -100	-11%	-$42.1K	0.06%	74
2023 Q4	$332K	Hold	930	–	–	0.07%	73
2023 Q3	$326K	Hold	930	–	–	0.08%	71
2023 Q2	$317K	Hold	930	–	–	0.07%	75
2023 Q1	$287K	Hold	930	–	–	0.07%	86
2022 Q4	$287K	Hold	930	–	–	0.07%	78
2022 Q3	$248K	Hold	930	–	–	0.06%	81
2022 Q2	$259K	Buy	930 +10	+1%	+$2.79K	0.06%	84
2022 Q1	$319K	Hold	920	–	–	0.06%	78
2021 Q4	$294K	Buy	920 +35	+4%	+$11.2K	0.06%	90
2021 Q3	$242K	Buy	885 +10	+1%	+$2.73K	0.05%	105
2021 Q2	$245K	Hold	875	–	–	0.05%	88
2021 Q1	$234K	Hold	875	–	–	0.05%	88
2020 Q4	$205K	Buy	+875	New	+$205K	0.04%	89
2020 Q3	–	Sell	-1,535	Closed	-$301K	–	78
2020 Q2	$301K	Hold	1,535	–	–	0.38%	39
2020 Q1	$280K	Hold	1,535	–	–	0.17%	41
2019 Q4	$348K	Hold	1,535	–	–	0.13%	68
2019 Q3	$319K	Sell	1,535 -50	-3%	-$10.4K	0.13%	69
2019 Q2	$338K	Hold	1,585	–	–	0.13%	72
2019 Q1	$318K	Sell	1,585 -653	-29%	-$131K	0.13%	77
2018 Q4	$457K	Buy	+2,238	New	+$457K	0.28%	56
2017 Q3	$222K	Hold	1,210	–	–	0.14%	63
2017 Q2	$205K	Hold	1,210	–	–	0.13%	66
2017 Q1	$202K	Buy	+1,210	New	+$202K	0.11%	69