Davies 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 | $550K | Hold |
1,133
| – | – | 0.43% | 48 |
|
|
2025
Q1 | $603K | Sell |
1,133
-149
| -12% | -$79.4K | 0.51% | 39 |
|
|
2024
Q4 | $581K | Buy |
1,282
+275
| +27% | +$125K | 0.49% | 41 |
|
|
2024
Q3 | $463K | Sell |
1,007
-22
| -2% | -$10.1K | 0.4% | 49 |
|
|
2024
Q2 | $419K | Buy |
1,029
+206
| +25% | +$83.8K | 0.39% | 48 |
|
|
2024
Q1 | $346K | Buy |
+823
| New | +$346K | 0.35% | 44 |
|