Bragg Financial 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 | $5.97M | Sell |
12,291
-90
| -0.7% | -$43.7K | 0.21% | 130 |
|
|
2025
Q1 | $6.59M | Sell |
12,381
-339
| -3% | -$181K | 0.27% | 118 |
|
|
2024
Q4 | $5.77M | Sell |
12,720
-491
| -4% | -$223K | 0.23% | 126 |
|
|
2024
Q3 | $6.08M | Sell |
13,211
-56
| -0.4% | -$25.8K | 0.25% | 121 |
|
|
2024
Q2 | $5.4M | Sell |
13,267
-1,226
| -8% | -$499K | 0.24% | 121 |
|
|
2024
Q1 | $6.09M | Sell |
14,493
-125
| -0.9% | -$52.6K | 0.27% | 115 |
|
|
2023
Q4 | $5.21M | Sell |
14,618
-664
| -4% | -$237K | 0.25% | 119 |
|
|
2023
Q3 | $5.35M | Sell |
15,282
-233
| -2% | -$81.6K | 0.28% | 116 |
|
|
2023
Q2 | $5.29M | Sell |
15,515
-329
| -2% | -$112K | 0.29% | 115 |
|
|
2023
Q1 | $4.89M | Buy |
15,844
+1,450
| +10% | +$448K | 0.29% | 116 |
|
|
2022
Q4 | $4.45M | Buy |
14,394
+1,287
| +10% | +$398K | 0.27% | 119 |
|
|
2022
Q3 | $3.5M | Buy |
13,107
+9
| +0.1% | +$2.4K | 0.24% | 123 |
|
|
2022
Q2 | $3.58M | Buy |
13,098
+32
| +0.2% | +$8.74K | 0.24% | 123 |
|
|
2022
Q1 | $4.61M | Buy |
13,066
+789
| +6% | +$278K | 0.27% | 118 |
|
|
2021
Q4 | $3.35M | Hold |
12,277
| – | – | 0.21% | 125 |
|
|
2021
Q3 | $3.35M | Sell |
12,277
-68
| -0.6% | -$18.6K | 0.21% | 125 |
|
|
2021
Q2 | $3.43M | Buy |
12,345
+5
| +0% | +$1.39K | 0.22% | 124 |
|
|
2021
Q1 | $3.15M | Sell |
12,340
-112
| -0.9% | -$28.6K | 0.21% | 126 |
|
|
2020
Q4 | $2.89M | Sell |
12,452
-73
| -0.6% | -$16.9K | 0.25% | 116 |
|
|
2020
Q3 | $2.67M | Buy |
12,525
+250
| +2% | +$53.2K | 0.27% | 108 |
|
|
2020
Q2 | $2.19M | Sell |
12,275
-855
| -7% | -$153K | 0.24% | 112 |
|
|
2020
Q1 | $2.4M | Buy |
13,130
+291
| +2% | +$53.2K | 0.32% | 103 |
|
|
2019
Q4 | $2.91M | Buy |
12,839
+1,235
| +11% | +$280K | 0.33% | 106 |
|
|
2019
Q3 | $2.41M | Sell |
11,604
-365
| -3% | -$75.9K | 0.29% | 112 |
|
|
2019
Q2 | $2.55M | Sell |
11,969
-97
| -0.8% | -$20.7K | 0.31% | 109 |
|
|
2019
Q1 | $2.42M | Hold |
12,066
| – | – | 0.31% | 104 |
|
|
2018
Q4 | $2.46M | Sell |
12,066
-127
| -1% | -$25.9K | 0.37% | 96 |
|
|
2018
Q3 | $2.61M | Sell |
12,193
-100
| -0.8% | -$21.4K | 0.35% | 99 |
|
|
2018
Q2 | $2.29M | Buy |
12,293
+25
| +0.2% | +$4.67K | 0.33% | 113 |
|
|
2018
Q1 | $2.45M | Sell |
12,268
-1,335
| -10% | -$266K | 0.36% | 107 |
|
|
2017
Q4 | $2.7M | Buy |
13,603
+7
| +0.1% | +$1.39K | 0.39% | 96 |
|
|
2017
Q3 | $2.49M | Buy |
13,596
+337
| +3% | +$61.8K | 0.38% | 99 |
|
|
2017
Q2 | $2.25M | Buy |
13,259
+400
| +3% | +$67.8K | 0.35% | 112 |
|
|
2017
Q1 | $2.14M | Buy |
12,859
+1,014
| +9% | +$169K | 0.34% | 111 |
|
|
2016
Q4 | $1.93M | Buy |
11,845
+600
| +5% | +$97.8K | 0.32% | 119 |
|
|
2016
Q3 | $1.63M | Hold |
11,245
| – | – | 0.29% | 123 |
|
|
2016
Q2 | $1.63M | Buy |
11,245
+359
| +3% | +$52K | 0.29% | 122 |
|
|
2016
Q1 | $1.55M | Sell |
10,886
-709
| -6% | -$101K | 0.3% | 126 |
|
|
2015
Q4 | $1.53M | Buy |
11,595
+1,250
| +12% | +$165K | 0.33% | 107 |
|
|
2015
Q3 | $1.35M | Buy |
10,345
+344
| +3% | +$44.9K | 0.32% | 111 |
|
|
2015
Q2 | $1.36M | Sell |
10,001
-620
| -6% | -$84.4K | 0.31% | 109 |
|
|
2015
Q1 | $1.53M | Buy |
10,621
+2,250
| +27% | +$325K | 0.35% | 106 |
|
|
2014
Q4 | $1.26M | Hold |
8,371
| – | – | 0.3% | 107 |
|
|
2014
Q3 | $1.16M | Hold |
8,371
| – | – | 0.29% | 113 |
|
|
2014
Q2 | $1.06M | Hold |
8,371
| – | – | 0.25% | 131 |
|
|
2014
Q1 | $1.05M | Hold |
8,371
| – | – | 0.26% | 132 |
|
|
2013
Q4 | $992K | Sell |
8,371
-250
| -3% | -$29.6K | 0.24% | 140 |
|
|
2013
Q3 | $979K | Buy |
8,621
+50
| +0.6% | +$5.68K | 0.25% | 134 |
|
|
2013
Q2 | $959K | Buy |
+8,571
| New | +$959K | 0.26% | 135 |
|