Colton Groome 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 | $451K | Sell |
929
-1
| -0.1% | -$486 | 0.15% | 85 |
|
|
2025
Q1 | $496K | Buy |
930
+9
| +1% | +$4.8K | 0.19% | 70 |
|
|
2024
Q4 | $417K | Sell |
921
-90
| -9% | -$40.8K | 0.16% | 76 |
|
|
2024
Q3 | $465K | Sell |
1,011
-2
| -0.2% | -$921 | 0.17% | 77 |
|
|
2024
Q2 | $412K | Sell |
1,013
-8
| -0.8% | -$3.25K | 0.16% | 75 |
|
|
2024
Q1 | $429K | Buy |
1,021
+77
| +8% | +$32.4K | 0.17% | 76 |
|
|
2023
Q4 | $337K | Buy |
944
+31
| +3% | +$11.1K | 0.15% | 85 |
|
|
2023
Q3 | $320K | Hold |
913
| – | – | 0.16% | 86 |
|
|
2023
Q2 | $311K | Sell |
913
-390
| -30% | -$133K | 0.15% | 95 |
|
|
2023
Q1 | $402K | Sell |
1,303
-100
| -7% | -$30.9K | 0.19% | 87 |
|
|
2022
Q4 | $433K | Buy |
1,403
+340
| +32% | +$105K | 0.21% | 78 |
|
|
2022
Q3 | $284K | Buy |
1,063
+25
| +2% | +$6.68K | 0.14% | 86 |
|
|
2022
Q2 | $283K | Hold |
1,038
| – | – | 0.14% | 77 |
|
|
2022
Q1 | $366K | Sell |
1,038
-2,340
| -69% | -$825K | 0.17% | 71 |
|
|
2021
Q4 | $1.01M | Buy |
3,378
+88
| +3% | +$26.3K | 0.41% | 50 |
|
|
2021
Q3 | $898K | Sell |
3,290
-60
| -2% | -$16.4K | 0.39% | 43 |
|
|
2021
Q2 | $931K | Buy |
+3,350
| New | +$931K | 0.43% | 42 |
|