Arbor Trust Wealth 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 | $619K | Hold |
1,275
| – | – | 0.3% | 57 |
|
|
2025
Q1 | $679K | Sell |
1,275
-6
| -0.5% | -$3.2K | 0.32% | 57 |
|
|
2024
Q4 | $581K | Sell |
1,281
-22
| -2% | -$9.97K | 0.27% | 60 |
|
|
2024
Q3 | $530K | Hold |
1,303
| – | – | 0.28% | 61 |
|
|
2024
Q2 | $530K | Buy |
1,303
+64
| +5% | +$26K | 0.28% | 61 |
|
|
2024
Q1 | $507K | Buy |
1,239
+100
| +9% | +$40.9K | 0.28% | 62 |
|
|
2023
Q4 | $406K | Sell |
1,139
-350
| -24% | -$125K | 0.24% | 69 |
|
|
2023
Q3 | $522K | Sell |
1,489
-65
| -4% | -$22.8K | 0.34% | 59 |
|
|
2023
Q2 | $530K | Sell |
1,554
-931
| -37% | -$317K | 0.34% | 61 |
|
|
2023
Q1 | $767K | Buy |
2,485
+1,677
| +208% | +$518K | 0.5% | 46 |
|
|
2022
Q4 | $250K | Hold |
808
| – | – | 0.17% | 87 |
|
|
2022
Q3 | $214K | Hold |
808
| – | – | 0.16% | 89 |
|
|
2022
Q2 | $221K | Buy |
808
+6
| +0.7% | +$1.64K | 0.15% | 93 |
|
|
2022
Q1 | $283K | Sell |
802
-50
| -6% | -$17.6K | 0.17% | 84 |
|
|
2021
Q4 | $255K | Sell |
852
-14
| -2% | -$4.19K | 0.15% | 87 |
|
|
2021
Q3 | $236K | Buy |
866
+14
| +2% | +$3.82K | 0.15% | 92 |
|
|
2021
Q2 | $237K | Hold |
852
| – | – | 0.15% | 93 |
|
|
2021
Q1 | $219K | Buy |
+852
| New | +$219K | 0.15% | 91 |
|
|
2020
Q1 | – | Sell |
-1,857
| Closed | -$421K | – | 83 |
|
|
2019
Q4 | $421K | Buy |
+1,857
| New | +$421K | 0.36% | 59 |
|