Brown Financial Advisory’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 | $2.11M | Buy |
4,346
+169
| +4% | +$82.1K | 1.17% | 9 |
|
|
2025
Q1 | $2.22M | Buy |
4,177
+243
| +6% | +$129K | 1.39% | 8 |
|
|
2024
Q4 | $1.78M | Buy |
3,934
+7
| +0.2% | +$3.17K | 1.27% | 9 |
|
|
2024
Q3 | $1.81M | Hold |
3,927
| – | – | 1.28% | 10 |
|
|
2024
Q2 | $1.6M | Sell |
3,927
-80
| -2% | -$32.5K | 1.23% | 10 |
|
|
2024
Q1 | $1.69M | Hold |
4,007
| – | – | 1.31% | 10 |
|
|
2023
Q4 | $1.43M | Buy |
4,007
+80
| +2% | +$28.5K | 1.16% | 11 |
|
|
2023
Q3 | $1.38M | Hold |
3,927
| – | – | 1.22% | 9 |
|
|
2023
Q2 | $1.34M | Sell |
3,927
-50
| -1% | -$17.1K | 1.09% | 12 |
|
|
2023
Q1 | $1.23M | Buy |
3,977
+42
| +1% | +$13K | 1.18% | 12 |
|
|
2022
Q4 | $1.22M | Hold |
3,935
| – | – | 1.25% | 12 |
|
|
2022
Q3 | $1.05M | Hold |
3,935
| – | – | 1.01% | 13 |
|
|
2022
Q2 | $1.07M | Hold |
3,935
| – | – | 1.15% | 11 |
|
|
2022
Q1 | $1.39M | Sell |
3,935
-200
| -5% | -$70.6K | 1.13% | 12 |
|
|
2021
Q4 | $1.24M | Buy |
4,135
+525
| +15% | +$157K | 1.08% | 15 |
|
|
2021
Q3 | $985K | Hold |
3,610
| – | – | 0.81% | 17 |
|
|
2021
Q2 | $1M | Sell |
3,610
-2
| -0.1% | -$556 | 0.84% | 17 |
|
|
2021
Q1 | $923K | Sell |
3,612
-104
| -3% | -$26.6K | 0.82% | 17 |
|
|
2020
Q4 | $862K | Buy |
+3,716
| New | +$862K | 0.76% | 18 |
|