Beacon Investment 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 | $12.9M | Buy |
26,471
+103
| +0.4% | +$50K | 5.54% | 2 |
|
|
2025
Q1 | $14M | Sell |
26,368
-3
| -0% | -$1.6K | 6.63% | 1 |
|
|
2024
Q4 | $12M | Buy |
26,371
+76
| +0.3% | +$34.5K | 5.62% | 1 |
|
|
2024
Q3 | $12.1M | Buy |
26,295
+52
| +0.2% | +$23.9K | 5.73% | 1 |
|
|
2024
Q2 | $10.7M | Buy |
26,243
+2,553
| +11% | +$1.04M | 5.46% | 2 |
|
|
2024
Q1 | $9.96M | Buy |
23,690
+188
| +0.8% | +$79.1K | 5.68% | 1 |
|
|
2023
Q4 | $8.38M | Buy |
23,502
+145
| +0.6% | +$51.7K | 5.35% | 2 |
|
|
2023
Q3 | $8.18M | Buy |
23,357
+95
| +0.4% | +$33.3K | 5.79% | 1 |
|
|
2023
Q2 | $7.93M | Buy |
23,262
+256
| +1% | +$87.3K | 5.42% | 2 |
|
|
2023
Q1 | $7.1M | Buy |
23,006
+6,351
| +38% | +$1.96M | 5.18% | 1 |
|
|
2022
Q4 | $5.14M | Buy |
+16,655
| New | +$5.14M | 4.3% | 3 |
|