Beacon Financial Advisory’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 | $1.46M | Sell |
3,011
-89
| -3% | -$43.2K | 0.38% | 62 |
|
|
2025
Q1 | $1.65M | Buy |
3,100
+411
| +15% | +$219K | 0.5% | 40 |
|
|
2024
Q4 | $1.22M | Buy |
2,689
+227
| +9% | +$103K | 0.4% | 62 |
|
|
2024
Q3 | $1.13M | Buy |
2,462
+328
| +15% | +$151K | 0.39% | 65 |
|
|
2024
Q2 | $868K | Buy |
2,134
+161
| +8% | +$65.5K | 0.32% | 90 |
|
|
2024
Q1 | $830K | Sell |
1,973
-131
| -6% | -$55.1K | 0.4% | 75 |
|
|
2023
Q4 | $751K | Sell |
2,104
-60
| -3% | -$21.4K | 0.36% | 83 |
|
|
2023
Q3 | $758K | Buy |
2,164
+2
| +0.1% | +$701 | 0.42% | 79 |
|
|
2023
Q2 | $737K | Buy |
2,162
+406
| +23% | +$138K | 0.42% | 73 |
|
|
2023
Q1 | $542K | Buy |
1,756
+2
| +0.1% | +$617 | 0.34% | 100 |
|
|
2022
Q4 | $542K | Sell |
1,754
-23
| -1% | -$7.1K | 0.39% | 85 |
|
|
2022
Q3 | $474K | Sell |
1,777
-534
| -23% | -$142K | 0.34% | 96 |
|
|
2022
Q2 | $631K | Sell |
2,311
-373
| -14% | -$102K | 0.36% | 89 |
|
|
2022
Q1 | $947K | Buy |
2,684
+29
| +1% | +$10.2K | 0.45% | 68 |
|
|
2021
Q4 | $794K | Buy |
2,655
+882
| +50% | +$264K | 0.37% | 84 |
|
|
2021
Q3 | $484K | Buy |
1,773
+1
| +0.1% | +$273 | 0.25% | 122 |
|
|
2021
Q2 | $492K | Buy |
1,772
+825
| +87% | +$229K | 0.26% | 123 |
|
|
2021
Q1 | $242K | Buy |
+947
| New | +$242K | 0.14% | 185 |
|