Diversify Advisory Services’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 | $4.39M | Buy |
9,324
+1,921
| +26% | +$904K | 0.17% | 96 |
|
|
2025
Q1 | $3.96M | Buy |
7,403
+243
| +3% | +$130K | 0.25% | 67 |
|
|
2024
Q4 | $3.17M | Sell |
7,160
-1,116
| -13% | -$494K | 0.17% | 84 |
|
|
2024
Q3 | $3.82M | Buy |
8,276
+254
| +3% | +$117K | 0.21% | 90 |
|
|
2024
Q2 | $3.29M | Buy |
8,022
+181
| +2% | +$74.3K | 0.18% | 101 |
|
|
2024
Q1 | $3.29M | Buy |
+7,841
| New | +$3.29M | 0.19% | 110 |
|