Axiom Financial Strategies’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 | $580K | Buy |
1,195
+65
| +6% | +$31.6K | 0.32% | 24 |
|
|
2025
Q1 | $602K | Buy |
1,130
+204
| +22% | +$109K | 0.36% | 24 |
|
|
2024
Q4 | $420K | Hold |
926
| – | – | 0.23% | 27 |
|
|
2024
Q3 | $426K | Buy |
926
+363
| +64% | +$167K | 0.23% | 28 |
|
|
2024
Q2 | $229K | Hold |
563
| – | – | 0.15% | 26 |
|
|
2024
Q1 | $237K | Hold |
563
| – | – | 0.15% | 32 |
|
|
2023
Q4 | $201K | Buy |
+563
| New | +$201K | 0.13% | 35 |
|
|
2023
Q2 | – | Sell |
-651
| Closed | -$201K | – | 36 |
|
|
2023
Q1 | $201K | Hold |
651
| – | – | 0.11% | 36 |
|
|
2022
Q4 | $201K | Sell |
651
-3,815
| -85% | -$1.18M | 0.13% | 37 |
|
|
2022
Q3 | $1.19M | Sell |
4,466
-20
| -0.4% | -$5.34K | 0.63% | 24 |
|
|
2022
Q2 | $1.23M | Sell |
4,486
-8
| -0.2% | -$2.19K | 0.64% | 27 |
|
|
2022
Q1 | $1.44M | Sell |
4,494
-17
| -0.4% | -$5.43K | 0.72% | 25 |
|
|
2021
Q4 | $1.35M | Sell |
4,511
-22
| -0.5% | -$6.58K | 0.61% | 28 |
|
|
2021
Q3 | $1.24M | Hold |
4,533
| – | – | 0.58% | 30 |
|
|
2021
Q2 | $1.26M | Hold |
4,533
| – | – | 0.58% | 26 |
|
|
2021
Q1 | $1.16M | Buy |
4,533
+43
| +1% | +$11K | 0.57% | 27 |
|
|
2020
Q4 | $956K | Hold |
4,490
| – | – | 0.57% | 28 |
|
|
2020
Q3 | $956K | Hold |
4,490
| – | – | 0.57% | 28 |
|
|
2020
Q2 | $802K | Buy |
4,490
+19
| +0.4% | +$3.39K | 0.52% | 29 |
|
|
2020
Q1 | $817K | Buy |
+4,471
| New | +$817K | 0.66% | 24 |
|