Bard Financial Services’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 | $20.6M | Sell |
42,490
-200
| -0.5% | -$97.2K | 2.46% | 5 |
|
|
2025
Q1 | $22.7M | Sell |
42,690
-1,375
| -3% | -$732K | 2.78% | 5 |
|
|
2024
Q4 | $20M | Sell |
44,065
-675
| -2% | -$306K | 2.4% | 5 |
|
|
2024
Q3 | $20.6M | Sell |
44,740
-35,325
| -44% | -$16.3M | 2.43% | 5 |
|
|
2024
Q2 | $32.6M | Sell |
80,065
-75
| -0.1% | -$30.5K | 3.37% | 4 |
|
|
2024
Q1 | $33.7M | Buy |
80,140
+170
| +0.2% | +$71.5K | 3.58% | 4 |
|
|
2023
Q4 | $28.5M | Buy |
79,970
+5,485
| +7% | +$1.96M | 3.2% | 5 |
|
|
2023
Q3 | $26.1M | Buy |
74,485
+650
| +0.9% | +$228K | 3.22% | 4 |
|
|
2023
Q2 | $25.2M | Sell |
73,835
-1,000
| -1% | -$341K | 1.91% | 10 |
|
|
2023
Q1 | $23.1M | Sell |
74,835
-725
| -1% | -$224K | 1.85% | 10 |
|
|
2022
Q4 | $23.3M | Sell |
75,560
-2,450
| -3% | -$757K | 1.98% | 10 |
|
|
2022
Q3 | $20.8M | Sell |
78,010
-375
| -0.5% | -$100K | 1.95% | 10 |
|
|
2022
Q2 | $21.4M | Sell |
78,385
-500
| -0.6% | -$137K | 1.95% | 11 |
|
|
2022
Q1 | $27.8M | Buy |
78,885
+75
| +0.1% | +$26.5K | 2.27% | 8 |
|
|
2021
Q4 | $23.6M | Sell |
78,810
-125
| -0.2% | -$37.4K | 1.9% | 11 |
|
|
2021
Q3 | $21.5M | Buy |
78,935
+70
| +0.1% | +$19.1K | 1.91% | 11 |
|
|
2021
Q2 | $21.9M | Hold |
78,865
| – | – | 1.95% | 11 |
|
|
2021
Q1 | $20.1M | Sell |
78,865
-8,000
| -9% | -$2.04M | 1.95% | 10 |
|
|
2020
Q4 | $20.1M | Buy |
+86,865
| New | +$20.1M | 2.02% | 10 |
|