Aft Forsyth & Sober’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 |
-4,700
| Closed | -$2.5M | – | 66 |
|
|
2025
Q1 | $2.5M | Buy |
4,700
+50
| +1% | +$26.6K | 0.87% | 37 |
|
|
2024
Q4 | $2.11M | Hold |
4,650
| – | – | 0.68% | 41 |
|
|
2024
Q3 | $2.14M | Hold |
4,650
| – | – | 0.7% | 42 |
|
|
2024
Q2 | $1.89M | Hold |
4,650
| – | – | 0.65% | 44 |
|
|
2024
Q1 | $1.96M | Hold |
4,650
| – | – | 0.69% | 47 |
|
|
2023
Q4 | $1.66M | Hold |
4,650
| – | – | 0.64% | 49 |
|
|
2023
Q3 | $1.63M | Hold |
4,650
| – | – | 0.69% | 40 |
|
|
2023
Q2 | $1.59M | Hold |
4,650
| – | – | 0.66% | 41 |
|
|
2023
Q1 | $1.44M | Hold |
4,650
| – | – | 0.73% | 41 |
|
|
2022
Q4 | $1.44M | Hold |
4,650
| – | – | 0.65% | 46 |
|
|
2022
Q3 | $1.24M | Hold |
4,650
| – | – | 0.6% | 49 |
|
|
2022
Q2 | $1.27M | Sell |
4,650
-250
| -5% | -$68.3K | 0.59% | 49 |
|
|
2022
Q1 | $1.73M | Buy |
+4,900
| New | +$1.73M | 0.68% | 35 |
|
|
2020
Q1 | – | Sell |
-385
| Closed | -$87K | – | 30 |
|
|
2019
Q4 | $87K | Buy |
+385
| New | +$87K | 0.08% | 48 |
|