Ehrlich Financial Group’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 | $424K | Buy |
872
+111
| +15% | +$53.9K | 0.27% | 70 |
|
2025
Q1 | $405K | Sell |
761
-36
| -5% | -$19.2K | 0.3% | 67 |
|
2024
Q4 | $361K | Sell |
797
-30
| -4% | -$13.6K | 0.26% | 75 |
|
2024
Q3 | $381K | Sell |
827
-5
| -0.6% | -$2.3K | 0.27% | 65 |
|
2024
Q2 | $338K | Buy |
832
+7
| +0.8% | +$2.85K | 0.27% | 66 |
|
2024
Q1 | $347K | Hold |
825
| – | – | 0.29% | 71 |
|
2023
Q4 | $294K | Buy |
+825
| New | +$294K | 0.3% | 73 |
|