Baron Silver Stevens Financial 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 | $1.68M | Buy |
3,449
+193
| +6% | +$93.8K | 0.27% | 48 |
|
|
2025
Q1 | $1.73M | Sell |
3,256
-80
| -2% | -$42.6K | 0.3% | 41 |
|
|
2024
Q4 | $1.51M | Buy |
3,336
+50
| +2% | +$22.7K | 0.26% | 49 |
|
|
2024
Q3 | $1.51M | Buy |
3,286
+87
| +3% | +$40K | 0.26% | 45 |
|
|
2024
Q2 | $1.3M | Buy |
3,199
+288
| +10% | +$117K | 0.25% | 49 |
|
|
2024
Q1 | $1.22M | Buy |
2,911
+420
| +17% | +$177K | 0.24% | 47 |
|
|
2023
Q4 | $888K | Buy |
2,491
+179
| +8% | +$63.8K | 0.19% | 50 |
|
|
2023
Q3 | $810K | Buy |
2,312
+21
| +0.9% | +$7.36K | 0.18% | 48 |
|
|
2023
Q2 | $781K | Sell |
2,291
-71
| -3% | -$24.2K | 0.17% | 48 |
|
|
2023
Q1 | $729K | Buy |
2,362
+118
| +5% | +$36.4K | 0.19% | 45 |
|
|
2022
Q4 | $693K | Buy |
+2,244
| New | +$693K | 0.17% | 46 |
|
|
2022
Q3 | – | Sell |
-2,467
| Closed | -$673K | – | 106 |
|
|
2022
Q2 | $673K | Buy |
2,467
+223
| +10% | +$60.8K | 0.17% | 47 |
|
|
2022
Q1 | $791K | Hold |
2,244
| – | – | 0.19% | 44 |
|
|
2021
Q4 | $671K | Buy |
2,244
+125
| +6% | +$37.4K | 0.16% | 41 |
|
|
2021
Q3 | $578K | Sell |
2,119
-250
| -11% | -$68.2K | 0.15% | 40 |
|
|
2021
Q2 | $658K | Buy |
2,369
+250
| +12% | +$69.4K | 0.18% | 41 |
|
|
2021
Q1 | $541K | Buy |
2,119
+1
| +0% | +$255 | 0.29% | 22 |
|
|
2020
Q4 | $491K | Buy |
+2,118
| New | +$491K | 0.17% | 35 |
|