B.O.S.S. Retirement 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 | $474K | Buy |
976
+51
| +6% | +$24.8K | 0.12% | 120 |
|
|
2025
Q1 | $493K | Sell |
925
-270
| -23% | -$144K | 0.14% | 102 |
|
|
2024
Q4 | $542K | Sell |
1,195
-22,168
| -95% | -$10M | 0.15% | 105 |
|
|
2024
Q3 | $10.8M | Buy |
23,363
+3,387
| +17% | +$1.56M | 2.17% | 6 |
|
|
2024
Q2 | $8.13M | Buy |
19,976
+5,597
| +39% | +$2.28M | 2.08% | 8 |
|
|
2024
Q1 | $5.13M | Sell |
14,379
-1,242
| -8% | -$443K | 1.96% | 7 |
|
|
2023
Q4 | $5.57M | Buy |
15,621
+2,945
| +23% | +$1.05M | 1.08% | 15 |
|
|
2023
Q3 | $4.44M | Buy |
12,676
+1,018
| +9% | +$357K | 0.96% | 16 |
|
|
2023
Q2 | $3.98M | Sell |
11,658
-291
| -2% | -$99.2K | 0.85% | 21 |
|
|
2023
Q1 | $3.69M | Buy |
11,949
+693
| +6% | +$214K | 0.87% | 20 |
|
|
2022
Q4 | $3.48M | Buy |
+11,256
| New | +$3.48M | 0.89% | 20 |
|