Allen Mooney & Barnes 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 | $2.68M | Buy |
5,525
+39
| +0.7% | +$18.9K | 0.44% | 46 |
|
|
2025
Q1 | $2.92M | Sell |
5,486
-159
| -3% | -$84.7K | 0.48% | 50 |
|
|
2024
Q4 | $2.56M | Hold |
5,645
| – | – | 0.43% | 48 |
|
|
2024
Q3 | $2.6M | Buy |
5,645
+666
| +13% | +$307K | 0.44% | 50 |
|
|
2024
Q2 | $2.03M | Sell |
4,979
-1,829
| -27% | -$744K | 0.36% | 53 |
|
|
2024
Q1 | $2.78M | Sell |
6,808
-2,076
| -23% | -$846K | 0.53% | 46 |
|
|
2023
Q4 | $3.17M | Buy |
8,884
+53
| +0.6% | +$18.9K | 0.6% | 42 |
|
|
2023
Q3 | $3.09M | Buy |
8,831
+4,126
| +88% | +$1.45M | 0.66% | 41 |
|
|
2023
Q2 | $1.6M | Sell |
4,705
-136
| -3% | -$46.4K | 0.36% | 55 |
|
|
2023
Q1 | $1.49M | Buy |
4,841
+24
| +0.5% | +$7.41K | 0.36% | 56 |
|
|
2022
Q4 | $1.49M | Sell |
4,817
-398
| -8% | -$123K | 0.36% | 55 |
|
|
2022
Q3 | $1.39M | Hold |
5,215
| – | – | 0.37% | 54 |
|
|
2022
Q2 | $1.42M | Buy |
5,215
+198
| +4% | +$54.1K | 0.36% | 58 |
|
|
2022
Q1 | $1.77M | Buy |
+5,017
| New | +$1.77M | 0.39% | 56 |
|