AllGen Financial 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 | $2.97M | Sell |
6,121
-7,360
| -55% | -$3.58M | 0.8% | 24 |
|
|
2025
Q1 | $7.18M | Sell |
13,481
-895
| -6% | -$477K | 2.13% | 12 |
|
|
2024
Q4 | $6.52M | Sell |
14,376
-473
| -3% | -$214K | 2.19% | 12 |
|
|
2024
Q3 | $6.83M | Sell |
14,849
-584
| -4% | -$269K | 2.22% | 13 |
|
|
2024
Q2 | $6.28M | Buy |
15,433
+736
| +5% | +$299K | 2.38% | 10 |
|
|
2024
Q1 | $6.18M | Buy |
+14,697
| New | +$6.18M | 2.52% | 9 |
|
|
2023
Q3 | – | Sell |
-15,930
| Closed | -$5.43M | – | 31 |
|
|
2023
Q2 | $5.43M | Sell |
15,930
-224
| -1% | -$76.4K | 3.42% | 7 |
|
|
2023
Q1 | $4.99M | Sell |
16,154
-231
| -1% | -$71.3K | 3.48% | 6 |
|
|
2022
Q4 | $5.06M | Sell |
16,385
-252
| -2% | -$77.8K | 3.63% | 7 |
|
|
2022
Q3 | $4.44M | Buy |
16,637
+2,466
| +17% | +$658K | 3.46% | 9 |
|
|
2022
Q2 | $3.87M | Buy |
14,171
+1,189
| +9% | +$325K | 3.18% | 9 |
|
|
2022
Q1 | $4.58M | Sell |
12,982
-4,309
| -25% | -$1.52M | 3.83% | 7 |
|
|
2021
Q4 | $5.17M | Sell |
17,291
-6
| -0% | -$1.79K | 3.83% | 8 |
|
|
2021
Q3 | $4.72M | Buy |
17,297
+1,041
| +6% | +$284K | 3.85% | 8 |
|
|
2021
Q2 | $4.52M | Sell |
16,256
-852
| -5% | -$237K | 3.47% | 8 |
|
|
2021
Q1 | $4.37M | Sell |
17,108
-37,521
| -69% | -$9.59M | 3.57% | 6 |
|
|
2020
Q4 | $4.71M | Buy |
+54,629
| New | +$4.71M | 4.36% | 6 |
|