Benchmark 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
Q1 | $680K | Hold |
1,276
| – | – | 0.44% | 54 |
|
|
2024
Q4 | $578K | Hold |
1,276
| – | – | 0.38% | 55 |
|
|
2024
Q3 | $587K | Hold |
1,276
| – | – | 0.42% | 54 |
|
|
2024
Q2 | $519K | Sell |
1,276
-122
| -9% | -$49.6K | 0.38% | 58 |
|
|
2024
Q1 | $588K | Sell |
1,398
-177
| -11% | -$74.4K | 0.46% | 51 |
|
|
2023
Q4 | $562K | Buy |
1,575
+547
| +53% | +$195K | 0.52% | 51 |
|
|
2023
Q3 | $360K | Sell |
1,028
-25
| -2% | -$8.76K | 0.36% | 65 |
|
|
2023
Q2 | $359K | Hold |
1,053
| – | – | 0.33% | 66 |
|
|
2023
Q1 | $325K | Sell |
1,053
-25
| -2% | -$7.72K | 0.33% | 70 |
|
|
2022
Q4 | $333K | Hold |
1,078
| – | – | 0.35% | 71 |
|
|
2022
Q3 | $288K | Sell |
1,078
-325
| -23% | -$86.8K | 0.31% | 80 |
|
|
2022
Q2 | $383K | Sell |
1,403
-8
| -0.6% | -$2.18K | 0.4% | 70 |
|
|
2022
Q1 | $498K | Hold |
1,411
| – | – | 0.37% | 68 |
|
|
2021
Q4 | $422K | Buy |
+1,411
| New | +$422K | 0.35% | 75 |
|