Allegiance Financial Group Advisory 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 | $702K | Buy |
1,445
+672
| +87% | +$326K | 0.19% | 48 |
|
|
2025
Q1 | $412K | Sell |
773
-602
| -44% | -$321K | 0.13% | 65 |
|
|
2024
Q4 | $623K | Buy |
1,375
+129
| +10% | +$58.5K | 0.2% | 45 |
|
|
2024
Q3 | $573K | Sell |
1,246
-180
| -13% | -$82.8K | 0.2% | 43 |
|
|
2024
Q2 | $580K | Sell |
1,426
-610
| -30% | -$248K | 0.22% | 42 |
|
|
2024
Q1 | $856K | Buy |
2,036
+586
| +40% | +$246K | 0.35% | 37 |
|
|
2023
Q4 | $517K | Buy |
1,450
+24
| +2% | +$8.56K | 0.24% | 43 |
|
|
2023
Q3 | $500K | Buy |
1,426
+1
| +0.1% | +$350 | 0.28% | 43 |
|
|
2023
Q2 | $486K | Buy |
1,425
+1
| +0.1% | +$341 | 0.29% | 43 |
|
|
2023
Q1 | $440K | Hold |
1,424
| – | – | 0.32% | 44 |
|
|
2022
Q4 | $440K | Buy |
+1,424
| New | +$440K | 0.42% | 43 |
|