Concord Asset Management (Virginia)’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 | $4.57M | Buy |
9,400
+1,341
| +17% | +$651K | 0.69% | 30 |
|
|
2025
Q1 | $4.25M | Sell |
8,059
-1,569
| -16% | -$827K | 0.94% | 25 |
|
|
2024
Q4 | $4.36M | Buy |
9,628
+65
| +0.7% | +$29.5K | 0.96% | 26 |
|
|
2024
Q3 | $4.4M | Buy |
9,563
+865
| +10% | +$398K | 0.99% | 27 |
|
|
2024
Q2 | $3.54M | Buy |
8,698
+1,173
| +16% | +$477K | 0.88% | 31 |
|
|
2024
Q1 | $3.16M | Buy |
7,525
+1,022
| +16% | +$430K | 0.83% | 34 |
|
|
2023
Q4 | $2.32M | Buy |
6,503
+5,641
| +654% | +$2.01M | 0.68% | 39 |
|
|
2023
Q3 | $302K | Sell |
862
-84
| -9% | -$29.4K | 0.1% | 103 |
|
|
2023
Q2 | $323K | Buy |
946
+52
| +6% | +$17.7K | 0.11% | 95 |
|
|
2023
Q1 | $276K | Buy |
894
+130
| +17% | +$40.1K | 0.11% | 88 |
|
|
2022
Q4 | $236K | Buy |
+764
| New | +$236K | 0.16% | 52 |
|
|
2022
Q2 | – | Sell |
-675
| Closed | -$238K | – | 47 |
|
|
2022
Q1 | $238K | Buy |
+675
| New | +$238K | 0.16% | 43 |
|