DHJJ 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,681
| Closed | -$828K | – | 136 |
|
|
2023
Q1 | $828K | Sell |
2,681
-7
| -0.3% | -$2.16K | 0.45% | 47 |
|
|
2022
Q4 | $830K | Sell |
2,688
-45
| -2% | -$13.9K | 0.48% | 47 |
|
|
2022
Q3 | $730K | Sell |
2,733
-10
| -0.4% | -$2.67K | 0.43% | 53 |
|
|
2022
Q2 | $749K | Hold |
2,743
| – | – | 0.42% | 54 |
|
|
2022
Q1 | $965K | Hold |
2,743
| – | – | 0.46% | 45 |
|
|
2021
Q4 | $820K | Buy |
2,743
+296
| +12% | +$88.5K | 0.38% | 55 |
|
|
2021
Q3 | $668K | Sell |
2,447
-30
| -1% | -$8.19K | 0.35% | 58 |
|
|
2021
Q2 | $688K | Sell |
2,477
-18
| -0.7% | -$5K | 0.36% | 55 |
|
|
2021
Q1 | $638K | Buy |
2,495
+5
| +0.2% | +$1.28K | 0.37% | 53 |
|
|
2020
Q4 | $577K | Buy |
+2,490
| New | +$577K | 0.36% | 53 |
|