Carr Financial Group’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 | $831K | Buy |
1,711
+68
| +4% | +$33K | 0.25% | 69 |
|
|
2025
Q1 | $875K | Buy |
1,643
+164
| +11% | +$87.3K | 0.29% | 67 |
|
|
2024
Q4 | $670K | Sell |
1,479
-5
| -0.3% | -$2.27K | 0.21% | 77 |
|
|
2024
Q3 | $683K | Hold |
1,484
| – | – | 0.2% | 85 |
|
|
2024
Q2 | $604K | Buy |
1,484
+5
| +0.3% | +$2.03K | 0.19% | 89 |
|
|
2024
Q1 | $622K | Buy |
1,479
+10
| +0.7% | +$4.21K | 0.21% | 84 |
|
|
2023
Q4 | $524K | Buy |
1,469
+15
| +1% | +$5.35K | 0.19% | 86 |
|
|
2023
Q3 | $512K | Buy |
1,454
+10
| +0.7% | +$3.52K | 0.2% | 84 |
|
|
2023
Q2 | $492K | Buy |
1,444
+39
| +3% | +$13.3K | 0.2% | 90 |
|
|
2023
Q1 | $434K | Sell |
1,405
-533
| -28% | -$165K | 0.19% | 97 |
|
|
2022
Q4 | $599K | Buy |
+1,938
| New | +$599K | 0.32% | 70 |
|