Beaumont Asset Management’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 | $273K | Hold |
563
| – | – | 0.15% | 58 |
|
|
2025
Q1 | $300K | Sell |
563
-125
| -18% | -$66.6K | 0.18% | 60 |
|
|
2024
Q4 | $312K | Hold |
688
| – | – | 0.18% | 57 |
|
|
2024
Q3 | $317K | Hold |
688
| – | – | 0.18% | 55 |
|
|
2024
Q2 | $280K | Hold |
688
| – | – | 0.18% | 62 |
|
|
2024
Q1 | $289K | Sell |
688
-70
| -9% | -$29.4K | 0.19% | 62 |
|
|
2023
Q4 | $270K | Sell |
758
-30
| -4% | -$10.7K | 0.19% | 61 |
|
|
2023
Q3 | $276K | Hold |
788
| – | – | 0.23% | 58 |
|
|
2023
Q2 | $269K | Hold |
788
| – | – | 0.2% | 62 |
|
|
2023
Q1 | $243K | Sell |
788
-85
| -10% | -$26.2K | 0.18% | 69 |
|
|
2022
Q4 | $270K | Buy |
+873
| New | +$270K | 0.2% | 70 |
|
|
2020
Q2 | – | Sell |
-7,039
| Closed | -$1.29M | – | 55 |
|
|
2020
Q1 | $1.29M | Sell |
7,039
-219
| -3% | -$40K | 1.54% | 17 |
|
|
2019
Q4 | $1.64M | Buy |
+7,258
| New | +$1.64M | 1.57% | 15 |
|