Carson 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 | $7.02M | Buy |
14,444
+63
| +0.4% | +$30.6K | 4.46% | 2 |
|
|
2025
Q1 | $7.66M | Buy |
14,381
+535
| +4% | +$285K | 5.16% | 1 |
|
|
2024
Q4 | $6.28M | Sell |
13,846
-167
| -1% | -$75.7K | 4.36% | 2 |
|
|
2024
Q3 | $6.45M | Buy |
14,013
+235
| +2% | +$108K | 4.05% | 2 |
|
|
2024
Q2 | $5.6M | Sell |
13,778
-291
| -2% | -$118K | 3.93% | 2 |
|
|
2024
Q1 | $5.92M | Buy |
14,069
+48
| +0.3% | +$20.2K | 4.16% | 1 |
|
|
2023
Q4 | $5M | Buy |
14,021
+191
| +1% | +$68.1K | 3.89% | 1 |
|
|
2023
Q3 | $4.84M | Buy |
13,830
+509
| +4% | +$178K | 4.25% | 1 |
|
|
2023
Q2 | $4.54M | Buy |
13,321
+190
| +1% | +$64.8K | 3.84% | 2 |
|
|
2023
Q1 | $4.05M | Sell |
13,131
-307
| -2% | -$94.8K | 3.6% | 2 |
|
|
2022
Q4 | $4.15M | Buy |
13,438
+244
| +2% | +$75.4K | 3.98% | 2 |
|
|
2022
Q3 | $3.52M | Hold |
13,194
| – | – | 3.9% | 2 |
|
|
2022
Q2 | $3.6M | Hold |
13,194
| – | – | 4.02% | 3 |
|
|
2022
Q1 | $4.66M | Sell |
13,194
-254
| -2% | -$89.6K | 4.63% | 2 |
|
|
2021
Q4 | $4.02M | Buy |
+13,448
| New | +$4.02M | 4.07% | 2 |
|