BFG
Beacon Financial Group’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.9M | Sell |
47,141
-288
| -0.6% | -$140K | 2.38% | 4 |
|
|
2025
Q1 | $25.3M | Sell |
47,429
-3
| -0% | -$1.6K | 2.76% | 5 |
|
|
2024
Q4 | $21.5M | Sell |
47,432
-637
| -1% | -$289K | 2.31% | 5 |
|
|
2024
Q3 | $22.1M | Sell |
48,069
-796
| -2% | -$366K | 2.39% | 6 |
|
|
2024
Q2 | $19.9M | Sell |
48,865
-270
| -0.5% | -$110K | 2.26% | 8 |
|
|
2024
Q1 | $20.7M | Sell |
49,135
-652
| -1% | -$274K | 2.37% | 7 |
|
|
2023
Q4 | $17.8M | Buy |
49,787
+6,132
| +14% | +$2.19M | 2.17% | 8 |
|
|
2023
Q3 | $15.7M | Sell |
43,655
-1,349
| -3% | -$486K | 2.23% | 7 |
|
|
2023
Q2 | $15.2M | Sell |
45,004
-584
| -1% | -$197K | 2.06% | 7 |
|
|
2023
Q1 | $14.3M | Sell |
45,588
-1,695
| -4% | -$530K | 1.99% | 7 |
|
|
2022
Q4 | $14.7M | Buy |
47,283
+574
| +1% | +$178K | 2% | 7 |
|
|
2022
Q3 | $12.6M | Sell |
46,709
-1,050
| -2% | -$283K | 1.96% | 8 |
|
|
2022
Q2 | $13.2M | Sell |
47,759
-703
| -1% | -$195K | 1.97% | 6 |
|
|
2022
Q1 | $17.3M | Sell |
48,462
-10
| -0% | -$3.58K | 2.31% | 7 |
|
|
2021
Q4 | $14.6M | Sell |
48,472
-429
| -0.9% | -$129K | 1.9% | 8 |
|
|
2021
Q3 | $13.6M | Sell |
48,901
-1,256
| -3% | -$348K | 1.82% | 9 |
|
|
2021
Q2 | $13.9M | Sell |
50,157
-1,247
| -2% | -$345K | 1.97% | 8 |
|
|
2021
Q1 | $12.1M | Hold |
51,404
| – | – | 1.89% | 8 |
|
|
2020
Q4 | $12.1M | Sell |
51,404
-412
| -0.8% | -$96.6K | 1.89% | 8 |
|
|
2020
Q3 | $11M | Sell |
51,816
-473
| -0.9% | -$101K | 1.97% | 10 |
|
|
2020
Q2 | $9.27M | Sell |
52,289
-2,919
| -5% | -$517K | 1.79% | 9 |
|
|
2020
Q1 | $10.1M | Buy |
55,208
+733
| +1% | +$134K | 2.22% | 8 |
|
|
2019
Q4 | $12.3M | Sell |
54,475
-1,655
| -3% | -$375K | 1.55% | 8 |
|
|
2019
Q3 | $11.6M | Buy |
56,130
+8,954
| +19% | +$1.86M | 1.98% | 9 |
|
|
2019
Q2 | $10.1M | Sell |
47,176
-1,677
| -3% | -$357K | 1.72% | 11 |
|
|
2019
Q1 | $9.87K | Hold |
48,853
| – | – | 1.62% | 11 |
|
|
2018
Q4 | $9.87M | Sell |
48,853
-1,932
| -4% | -$390K | 1.85% | 11 |
|
|
2018
Q3 | $10.9M | Sell |
50,785
-1,249
| -2% | -$267K | 1.84% | 10 |
|
|
2018
Q2 | $9.71M | Sell |
52,034
-980
| -2% | -$183K | 1.64% | 13 |
|
|
2018
Q1 | $10.6M | Sell |
53,014
-2,808
| -5% | -$560K | 1.8% | 9 |
|
|
2017
Q4 | $11.1M | Buy |
55,822
+103
| +0.2% | +$20.4K | 1.93% | 10 |
|
|
2017
Q3 | $10.2M | Buy |
55,719
+427
| +0.8% | +$78.3K | 1.84% | 13 |
|
|
2017
Q2 | $9.36M | Buy |
55,292
+2,967
| +6% | +$502K | 1.78% | 15 |
|
|
2017
Q1 | $8.76M | Buy |
52,325
+2,960
| +6% | +$495K | 1.67% | 19 |
|
|
2016
Q4 | $8.05M | Buy |
49,365
+18,948
| +62% | +$3.09M | 1.64% | 22 |
|
|
2016
Q3 | $4.37M | Buy |
30,417
+912
| +3% | +$131K | 0.92% | 40 |
|
|
2016
Q2 | $4.19M | Sell |
29,505
-6,426
| -18% | -$913K | 0.92% | 40 |
|
|
2016
Q1 | $5.12M | Sell |
35,931
-2,085
| -5% | -$297K | 1.11% | 34 |
|
|
2015
Q4 | $5.07M | Buy |
38,016
+3,558
| +10% | +$474K | 1.16% | 31 |
|
|
2015
Q3 | $4.44M | Sell |
34,458
-2,944
| -8% | -$379K | 1.09% | 32 |
|
|
2015
Q2 | $5.11M | Buy |
37,402
+457
| +1% | +$62.4K | 1.11% | 30 |
|
|
2015
Q1 | $5.39M | Buy |
36,945
+810
| +2% | +$118K | 1.2% | 30 |
|
|
2014
Q4 | $5.5M | Buy |
36,135
+1,956
| +6% | +$297K | 1.14% | 28 |
|
|
2014
Q3 | $4.73M | Sell |
34,179
-27
| -0.1% | -$3.73K | 1.02% | 33 |
|
|
2014
Q2 | $4.36M | Buy |
34,206
+756
| +2% | +$96.3K | 0.96% | 33 |
|
|
2014
Q1 | $4.13M | Buy |
33,450
+620
| +2% | +$76.6K | 0.85% | 36 |
|
|
2013
Q4 | $3.88M | Buy |
32,830
+1,416
| +5% | +$167K | 0.75% | 38 |
|
|
2013
Q3 | $3.61M | Buy |
+31,414
| New | +$3.61M | 0.78% | 38 |
|