Braun-Bostich & Associates’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 | $706K | Sell |
1,453
-103
| -7% | -$50K | 0.48% | 48 |
|
2025
Q1 | $829K | Sell |
1,556
-5
| -0.3% | -$2.66K | 0.61% | 41 |
|
2024
Q4 | $708K | Sell |
1,561
-51
| -3% | -$23.1K | 0.51% | 42 |
|
2024
Q3 | $742K | Buy |
1,612
+150
| +10% | +$69K | 0.52% | 38 |
|
2024
Q2 | $595K | Sell |
1,462
-166
| -10% | -$67.5K | 0.44% | 45 |
|
2024
Q1 | $685K | Buy |
1,628
+133
| +9% | +$55.9K | 0.57% | 51 |
|
2023
Q4 | $533K | Buy |
1,495
+881
| +143% | +$314K | 0.48% | 51 |
|
2023
Q3 | $215K | Sell |
614
-460
| -43% | -$161K | 0.4% | 49 |
|
2023
Q2 | $366K | Buy |
1,074
+6
| +0.6% | +$2.05K | 0.78% | 49 |
|
2023
Q1 | $330K | Buy |
1,068
+6
| +0.6% | +$1.85K | 0.78% | 47 |
|
2022
Q4 | $328K | Sell |
1,062
-9
| -0.8% | -$2.78K | 0.95% | 40 |
|
2022
Q3 | $286K | Buy |
1,071
+23
| +2% | +$6.14K | 0.88% | 48 |
|
2022
Q2 | $286K | Buy |
1,048
+384
| +58% | +$105K | 0.74% | 48 |
|
2022
Q1 | $234K | Sell |
664
-256
| -28% | -$90.2K | 0.5% | 63 |
|
2021
Q4 | $294K | Buy |
+920
| New | +$294K | 0.07% | 85 |
|
2020
Q4 | – | Sell |
-1,041
| Closed | -$222K | – | 82 |
|
2020
Q3 | $222K | Hold |
1,041
| – | – | 0.22% | 82 |
|
2020
Q2 | $186K | Hold |
1,041
| – | – | 0.18% | 77 |
|
2020
Q1 | $183K | Hold |
1,041
| – | – | 0.23% | 76 |
|
2019
Q4 | $238K | Hold |
1,041
| – | – | 0.23% | 70 |
|
2019
Q3 | $217K | Hold |
1,041
| – | – | 0.25% | 81 |
|
2019
Q2 | $222K | Hold |
1,041
| – | – | 0.23% | 90 |
|
2019
Q1 | $209K | Sell |
1,041
-60
| -5% | -$12K | 0.22% | 95 |
|
2018
Q4 | $225K | Hold |
1,101
| – | – | 0.24% | 93 |
|
2018
Q3 | $236K | Hold |
1,101
| – | – | 0.23% | 93 |
|
2018
Q2 | $206K | Hold |
1,101
| – | – | 0.21% | 99 |
|
2018
Q1 | $220K | Hold |
1,101
| – | – | 0.19% | 103 |
|
2017
Q4 | $218K | Buy |
+1,101
| New | +$218K | 0.18% | 110 |
|