Bright 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 | $1.55M | Buy |
3,188
+2,014
| +172% | +$978K | 0.86% | 23 |
|
|
2025
Q1 | $625K | Sell |
1,174
-30
| -2% | -$16K | 0.38% | 31 |
|
|
2024
Q4 | $546K | Sell |
1,204
-5
| -0.4% | -$2.27K | 0.34% | 31 |
|
|
2024
Q3 | $556K | Sell |
1,209
-5
| -0.4% | -$2.3K | 0.35% | 30 |
|
|
2024
Q2 | $494K | Hold |
1,214
| – | – | 0.35% | 31 |
|
|
2024
Q1 | $487K | Buy |
+1,214
| New | +$487K | 0.36% | 28 |
|