Convergence Financial’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 | $2.86M | Buy |
5,880
+480
| +9% | +$233K | 0.49% | 41 |
|
|
2025
Q1 | $2.88M | Buy |
5,400
+307
| +6% | +$164K | 0.56% | 36 |
|
|
2024
Q4 | $2.31M | Buy |
5,093
+367
| +8% | +$166K | 0.46% | 36 |
|
|
2024
Q3 | $2.18M | Buy |
4,726
+1,668
| +55% | +$768K | 0.46% | 37 |
|
|
2024
Q2 | $1.24M | Buy |
3,058
+1,829
| +149% | +$744K | 0.33% | 41 |
|
|
2024
Q1 | $517K | Sell |
1,229
-79
| -6% | -$33.2K | 0.21% | 30 |
|
|
2023
Q4 | $467K | Buy |
1,308
+24
| +2% | +$8.56K | 0.21% | 26 |
|
|
2023
Q3 | $450K | Hold |
1,284
| – | – | 0.27% | 19 |
|
|
2023
Q2 | $438K | Hold |
1,284
| – | – | 0.27% | 22 |
|
|
2023
Q1 | $396K | Buy |
1,284
+109
| +9% | +$33.7K | 0.29% | 20 |
|
|
2022
Q4 | $363K | Buy |
+1,175
| New | +$363K | 0.32% | 18 |
|
|
2022
Q3 | – | Sell |
-2,126
| Closed | -$580K | – | 22 |
|
|
2022
Q2 | $580K | Buy |
2,126
+529
| +33% | +$144K | 0.6% | 13 |
|
|
2022
Q1 | $564K | Hold |
1,597
| – | – | 0.6% | 12 |
|
|
2021
Q4 | $478K | Buy |
+1,597
| New | +$478K | 0.5% | 15 |
|