Delta 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 | $5.3M | Buy |
10,915
+280
| +3% | +$136K | 1.86% | 12 |
|
|
2025
Q1 | $5.66M | Buy |
10,635
+12
| +0.1% | +$6.39K | 2.13% | 9 |
|
|
2024
Q4 | $4.82M | Buy |
10,623
+30
| +0.3% | +$13.6K | 1.79% | 13 |
|
|
2024
Q3 | $4.88M | Sell |
10,593
-180
| -2% | -$82.8K | 1.77% | 12 |
|
|
2024
Q2 | $4.38M | Sell |
10,773
-100
| -0.9% | -$40.7K | 1.7% | 13 |
|
|
2024
Q1 | $4.57M | Buy |
10,873
+90
| +0.8% | +$37.8K | 1.81% | 13 |
|
|
2023
Q4 | $3.85M | Buy |
10,783
+11
| +0.1% | +$3.92K | 1.67% | 14 |
|
|
2023
Q3 | $3.77M | Sell |
10,772
-50
| -0.5% | -$17.5K | 1.7% | 12 |
|
|
2023
Q2 | $3.69M | Sell |
10,822
-85
| -0.8% | -$29K | 1.63% | 13 |
|
|
2023
Q1 | $3.37M | Sell |
10,907
-120
| -1% | -$37.1K | 1.62% | 14 |
|
|
2022
Q4 | $3.41M | Sell |
11,027
-25
| -0.2% | -$7.72K | 1.65% | 15 |
|
|
2022
Q3 | $2.95M | Buy |
11,052
+180
| +2% | +$48.1K | 1.57% | 16 |
|
|
2022
Q2 | $2.97M | Sell |
10,872
-60
| -0.5% | -$16.4K | 1.48% | 17 |
|
|
2022
Q1 | $3.86M | Hold |
10,932
| – | – | 1.65% | 11 |
|
|
2021
Q4 | $3.27M | Buy |
10,932
+91
| +0.8% | +$27.2K | 1.33% | 20 |
|
|
2021
Q3 | $2.96M | Hold |
10,841
| – | – | 1.32% | 19 |
|
|
2021
Q2 | $3.01M | Buy |
10,841
+27
| +0.2% | +$7.5K | 1.32% | 19 |
|
|
2021
Q1 | $2.76M | Buy |
10,814
+2
| +0% | +$511 | 1.29% | 21 |
|
|
2020
Q4 | $2.51M | Sell |
10,812
-47
| -0.4% | -$10.9K | 1.26% | 21 |
|
|
2020
Q3 | $2.31M | Sell |
10,859
-689
| -6% | -$147K | 1.28% | 21 |
|
|
2020
Q2 | $2.06M | Buy |
11,548
+649
| +6% | +$116K | 1.21% | 26 |
|
|
2020
Q1 | $1.99M | Sell |
10,899
-2,660
| -20% | -$486K | 1.37% | 21 |
|
|
2019
Q4 | $3.07M | Sell |
13,559
-13
| -0.1% | -$2.94K | 1.2% | 32 |
|
|
2019
Q3 | $2.82M | Sell |
13,572
-10
| -0.1% | -$2.08K | 1.14% | 31 |
|
|
2019
Q2 | $2.9M | Buy |
+13,582
| New | +$2.9M | 1.2% | 30 |
|