Benchmark Financial Wealth 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 | $1.04M | Buy |
2,131
+205
| +11% | +$99.6K | 0.34% | 43 |
|
|
2025
Q1 | $1.03M | Buy |
1,926
+146
| +8% | +$77.8K | 0.39% | 40 |
|
|
2024
Q4 | $807K | Hold |
1,780
| – | – | 0.26% | 46 |
|
|
2024
Q3 | $819K | Buy |
1,780
+264
| +17% | +$122K | 0.27% | 41 |
|
|
2024
Q2 | $617K | Sell |
1,516
-52
| -3% | -$21.2K | 0.23% | 46 |
|
|
2024
Q1 | $659K | Buy |
1,568
+86
| +6% | +$36.2K | 0.25% | 43 |
|
|
2023
Q4 | $529K | Buy |
1,482
+52
| +4% | +$18.6K | 0.23% | 44 |
|
|
2023
Q3 | $501K | Sell |
1,430
-18
| -1% | -$6.31K | 0.24% | 38 |
|
|
2023
Q2 | $494K | Buy |
1,448
+35
| +2% | +$11.9K | 0.23% | 37 |
|
|
2023
Q1 | $436K | Buy |
1,413
+17
| +1% | +$5.25K | 0.22% | 37 |
|
|
2022
Q4 | $431K | Buy |
1,396
+80
| +6% | +$24.7K | 0.23% | 38 |
|
|
2022
Q3 | $351K | Buy |
1,316
+254
| +24% | +$67.7K | 0.21% | 45 |
|
|
2022
Q2 | $290K | Buy |
1,062
+70
| +7% | +$19.1K | 0.15% | 50 |
|
|
2022
Q1 | $350K | Buy |
992
+16
| +2% | +$5.65K | 0.15% | 53 |
|
|
2021
Q4 | $292K | Buy |
976
+40
| +4% | +$12K | 0.12% | 58 |
|
|
2021
Q3 | $255K | Buy |
936
+39
| +4% | +$10.6K | 0.12% | 57 |
|
|
2021
Q2 | $249K | Buy |
897
+82
| +10% | +$22.8K | 0.12% | 55 |
|
|
2021
Q1 | $208K | Buy |
+815
| New | +$208K | 0.11% | 55 |
|