Arbor 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 | $1.79M | Hold |
3,694
| – | – | 1.46% | 14 |
|
2025
Q1 | $1.97M | Sell |
3,694
-450
| -11% | -$240K | 1.75% | 12 |
|
2024
Q4 | $1.88M | Buy |
4,144
+450
| +12% | +$204K | 1.67% | 12 |
|
2024
Q3 | $1.7M | Hold |
3,694
| – | – | 1.53% | 13 |
|
2024
Q2 | $1.5M | Hold |
3,694
| – | – | 1.48% | 15 |
|
2024
Q1 | $1.55M | Hold |
3,694
| – | – | 1.47% | 16 |
|
2023
Q4 | $1.32M | Buy |
+3,694
| New | +$1.32M | 1.35% | 16 |
|