Beacon Investment Advisory Services’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 | $4.06M | Buy |
8,353
+343
| +4% | +$167K | 0.18% | 92 |
|
|
2025
Q1 | $4.27M | Sell |
8,010
-2,021
| -20% | -$1.08M | 0.2% | 92 |
|
|
2024
Q4 | $4.55M | Sell |
10,031
-40
| -0.4% | -$18.1K | 0.2% | 91 |
|
|
2024
Q3 | $4.64M | Buy |
10,071
+491
| +5% | +$226K | 0.19% | 91 |
|
|
2024
Q2 | $3.9M | Buy |
9,580
+285
| +3% | +$116K | 0.17% | 96 |
|
|
2024
Q1 | $3.91M | Buy |
9,295
+158
| +2% | +$66.4K | 0.17% | 97 |
|
|
2023
Q4 | $3.26M | Buy |
9,137
+212
| +2% | +$75.6K | 0.15% | 103 |
|
|
2023
Q3 | $3.13M | Hold |
8,925
| – | – | 0.15% | 100 |
|
|
2023
Q2 | $3.04M | Sell |
8,925
-150
| -2% | -$51.2K | 0.14% | 111 |
|
|
2023
Q1 | $2.8M | Sell |
9,075
-365
| -4% | -$113K | 0.14% | 114 |
|
|
2022
Q4 | $2.92M | Buy |
9,440
+133
| +1% | +$41.1K | 0.15% | 109 |
|
|
2022
Q3 | $2.49M | Sell |
9,307
-200
| -2% | -$53.4K | 0.14% | 111 |
|
|
2022
Q2 | $2.6M | Sell |
9,507
-1,777
| -16% | -$485K | 0.14% | 111 |
|
|
2022
Q1 | $3.98M | Sell |
11,284
-146
| -1% | -$51.5K | 0.17% | 99 |
|
|
2021
Q4 | $3.42M | Buy |
11,430
+341
| +3% | +$102K | 0.13% | 113 |
|
|
2021
Q3 | $3.03M | Sell |
11,089
-1,348
| -11% | -$368K | 0.13% | 118 |
|
|
2021
Q2 | $3.46M | Buy |
12,437
+190
| +2% | +$52.8K | 0.14% | 115 |
|
|
2021
Q1 | $3.13M | Sell |
12,247
-234
| -2% | -$59.8K | 0.14% | 115 |
|
|
2020
Q4 | $2.89M | Sell |
12,481
-536
| -4% | -$124K | 0.13% | 110 |
|
|
2020
Q3 | $2.77M | Buy |
13,017
+1,241
| +11% | +$264K | 0.14% | 108 |
|
|
2020
Q2 | $2.1M | Buy |
11,776
+385
| +3% | +$68.7K | 0.12% | 121 |
|
|
2020
Q1 | $2.08M | Sell |
11,391
-372
| -3% | -$68K | 0.15% | 111 |
|
|
2019
Q4 | $2.66M | Buy |
11,763
+6,061
| +106% | +$1.37M | 0.14% | 119 |
|
|
2019
Q3 | $1.19M | Buy |
5,702
+496
| +10% | +$103K | 0.12% | 108 |
|
|
2019
Q2 | $1.11M | Hold |
5,206
| – | – | 0.12% | 104 |
|
|
2019
Q1 | $1.05M | Sell |
5,206
-1,132
| -18% | -$227K | 0.11% | 112 |
|
|
2018
Q4 | $1.29M | Sell |
6,338
-25
| -0.4% | -$5.1K | 0.14% | 105 |
|
|
2018
Q3 | $1.36M | Sell |
6,363
-50
| -0.8% | -$10.7K | 0.13% | 106 |
|
|
2018
Q2 | $1.2M | Sell |
6,413
-1,194
| -16% | -$223K | 0.12% | 110 |
|
|
2018
Q1 | $1.52M | Buy |
7,607
+917
| +14% | +$183K | 0.16% | 102 |
|
|
2017
Q4 | $1.33M | Sell |
6,690
-4,310
| -39% | -$854K | 0.14% | 106 |
|
|
2017
Q3 | $2.02M | Buy |
11,000
+8,531
| +346% | +$1.56M | 0.17% | 102 |
|
|
2017
Q2 | $418K | Buy |
2,469
+60
| +2% | +$10.2K | 0.07% | 54 |
|
|
2017
Q1 | $402K | Buy |
2,409
+73
| +3% | +$12.2K | 0.08% | 49 |
|
|
2016
Q4 | $381K | Buy |
+2,336
| New | +$381K | 0.07% | 45 |
|
|
2016
Q3 | – | Sell |
-1,504
| Closed | -$218K | – | 72 |
|
|
2016
Q2 | $218K | Hold |
1,504
| – | – | 0.05% | 63 |
|
|
2016
Q1 | $213K | Buy |
+1,504
| New | +$213K | 0.05% | 59 |
|