BBJS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $290K | Hold |
630
| – | – | 0.1% | 41 |
|
|
2024
Q2 | $256K | Buy |
630
+70
| +13% | +$28.5K | 0.1% | 39 |
|
|
2024
Q1 | $235K | Buy |
560
+60
| +12% | +$25.2K | 0.08% | 47 |
|
|
2023
Q4 | $178K | Hold |
500
| – | – | 0.06% | 53 |
|
|
2023
Q3 | $175K | Hold |
500
| – | – | 0.07% | 55 |
|
|
2023
Q2 | $171K | Hold |
500
| – | – | 0.07% | 53 |
|
|
2023
Q1 | $154K | Buy |
500
+67
| +15% | +$20.7K | 0.06% | 54 |
|
|
2022
Q4 | $134K | Buy |
+433
| New | +$134K | 0.06% | 62 |
|