Concord Wealth Partners’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 | Sell |
9,400
-897
| -9% | -$436K | 0.67% | 30 |
|
|
2025
Q1 | $5.48M | Sell |
10,297
-394
| -4% | -$210K | 0.9% | 27 |
|
|
2024
Q4 | $4.85M | Sell |
10,691
-133
| -1% | -$60.3K | 0.79% | 28 |
|
|
2024
Q3 | $4.98M | Buy |
10,824
+748
| +7% | +$344K | 0.83% | 30 |
|
|
2024
Q2 | $4.1M | Buy |
10,076
+394
| +4% | +$160K | 0.72% | 36 |
|
|
2024
Q1 | $4.07M | Buy |
9,682
+250
| +3% | +$105K | 0.73% | 36 |
|
|
2023
Q4 | $3.36M | Buy |
9,432
+4,971
| +111% | +$1.77M | 0.67% | 34 |
|
|
2023
Q3 | $1.56M | Sell |
4,461
-103
| -2% | -$36.1K | 0.33% | 52 |
|
|
2023
Q2 | $1.56M | Buy |
4,564
+75
| +2% | +$25.6K | 0.34% | 51 |
|
|
2023
Q1 | $1.39M | Sell |
4,489
-424
| -9% | -$131K | 0.39% | 39 |
|
|
2022
Q4 | $1.52M | Sell |
4,913
-1,234
| -20% | -$381K | 0.46% | 35 |
|
|
2022
Q3 | $1.64M | Buy |
6,147
+126
| +2% | +$33.6K | 0.52% | 34 |
|
|
2022
Q2 | $1.64M | Sell |
6,021
-297
| -5% | -$81.1K | 0.45% | 34 |
|
|
2022
Q1 | $2.23M | Buy |
6,318
+2,620
| +71% | +$925K | 0.58% | 28 |
|
|
2021
Q4 | $1.11M | Buy |
3,698
+2,061
| +126% | +$616K | 0.27% | 45 |
|
|
2021
Q3 | $447K | Sell |
1,637
-1,397
| -46% | -$381K | 0.18% | 38 |
|
|
2021
Q2 | $843K | Buy |
3,034
+101
| +3% | +$28.1K | 0.24% | 37 |
|
|
2021
Q1 | $749K | Buy |
2,933
+86
| +3% | +$22K | 0.25% | 38 |
|
|
2020
Q4 | $660K | Buy |
+2,847
| New | +$660K | 0.51% | 24 |
|