Client 1st Advisory 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 | $666K | Buy |
1,372
+59
| +4% | +$28.7K | 0.24% | 54 |
|
|
2025
Q1 | $699K | Buy |
1,313
+64
| +5% | +$34.1K | 0.27% | 48 |
|
|
2024
Q4 | $566K | Sell |
1,249
-10
| -0.8% | -$4.53K | 0.22% | 58 |
|
|
2024
Q3 | $579K | Buy |
1,259
+78
| +7% | +$35.9K | 0.23% | 52 |
|
|
2024
Q2 | $480K | Sell |
1,181
-20
| -2% | -$8.14K | 0.21% | 64 |
|
|
2024
Q1 | $505K | Sell |
1,201
-20
| -2% | -$8.41K | 0.23% | 55 |
|
|
2023
Q4 | $435K | Hold |
1,221
| – | – | 0.21% | 62 |
|
|
2023
Q3 | $428K | Sell |
1,221
-30
| -2% | -$10.5K | 0.23% | 59 |
|
|
2023
Q2 | $427K | Buy |
1,251
+30
| +2% | +$10.2K | 0.22% | 58 |
|
|
2023
Q1 | $377K | Hold |
1,221
| – | – | 0.2% | 62 |
|
|
2022
Q4 | $377K | Hold |
1,221
| – | – | 0.22% | 55 |
|
|
2022
Q3 | $326K | Hold |
1,221
| – | – | 0.2% | 58 |
|
|
2022
Q2 | $333K | Sell |
1,221
-67
| -5% | -$18.3K | 0.2% | 54 |
|
|
2022
Q1 | $455K | Hold |
1,288
| – | – | 0.22% | 54 |
|
|
2021
Q4 | $385K | Hold |
1,288
| – | – | 0.19% | 53 |
|
|
2021
Q3 | $352K | Buy |
1,288
+52
| +4% | +$14.2K | 0.18% | 52 |
|
|
2021
Q2 | $344K | Buy |
+1,236
| New | +$344K | 0.18% | 50 |
|