Elwood & Goetz Wealth Advisory 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 | $2.63M | Sell |
5,415
-8
| -0.1% | -$3.89K | 0.57% | 24 |
|
|
2025
Q1 | $2.89M | Sell |
5,423
-8
| -0.1% | -$4.26K | 0.71% | 18 |
|
|
2024
Q4 | $2.46M | Buy |
5,431
+2
| +0% | +$907 | 0.6% | 19 |
|
|
2024
Q3 | $2.5M | Buy |
5,429
+3,341
| +160% | +$1.54M | 0.62% | 19 |
|
|
2024
Q2 | $849K | Sell |
2,088
-4
| -0.2% | -$1.63K | 0.24% | 29 |
|
|
2024
Q1 | $880K | Sell |
2,092
-13
| -0.6% | -$5.47K | 0.21% | 37 |
|
|
2023
Q4 | $751K | Buy |
2,105
+53
| +3% | +$18.9K | 0.16% | 38 |
|
|
2023
Q3 | $719K | Buy |
2,052
+139
| +7% | +$48.7K | 0.17% | 39 |
|
|
2023
Q2 | $652K | Hold |
1,913
| – | – | 0.15% | 38 |
|
|
2023
Q1 | $591K | Hold |
1,913
| – | – | 0.14% | 39 |
|
|
2022
Q4 | $591K | Sell |
1,913
-20
| -1% | -$6.18K | 0.18% | 37 |
|
|
2022
Q3 | $516K | Sell |
1,933
-11
| -0.6% | -$2.94K | 0.17% | 37 |
|
|
2022
Q2 | $531K | Sell |
1,944
-69
| -3% | -$18.8K | 0.18% | 36 |
|
|
2022
Q1 | $710K | Hold |
2,013
| – | – | 0.22% | 30 |
|
|
2021
Q4 | $602K | Hold |
2,013
| – | – | 0.19% | 35 |
|
|
2021
Q3 | $549K | Hold |
2,013
| – | – | 0.19% | 34 |
|
|
2021
Q2 | $559K | Buy |
+2,013
| New | +$559K | 0.21% | 30 |
|