Balanced Rock Investment 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 | $356K | Buy |
733
+16
| +2% | +$7.77K | 0.28% | 75 |
|
|
2025
Q1 | $382K | Buy |
717
+2
| +0.3% | +$1.07K | 0.3% | 66 |
|
|
2024
Q4 | $324K | Buy |
715
+35
| +5% | +$15.9K | 0.26% | 70 |
|
|
2024
Q3 | $313K | Hold |
680
| – | – | 0.25% | 68 |
|
|
2024
Q2 | $277K | Sell |
680
-13
| -2% | -$5.29K | 0.23% | 70 |
|
|
2024
Q1 | $291K | Sell |
693
-97
| -12% | -$40.8K | 0.25% | 73 |
|
|
2023
Q4 | $282K | Buy |
+790
| New | +$282K | 0.25% | 85 |
|