Ethos 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 | $5.15M | Buy |
10,607
+4,644
| +78% | +$2.26M | 0.44% | 59 |
|
2025
Q1 | $2.72M | Buy |
5,963
+199
| +3% | +$90.8K | 0.26% | 93 |
|
2024
Q4 | $2.61M | Buy |
5,764
+67
| +1% | +$30.4K | 0.34% | 67 |
|
2024
Q3 | $2.62M | Sell |
5,697
-103
| -2% | -$47.4K | 0.43% | 50 |
|
2024
Q2 | $2.37M | Buy |
5,800
+2,295
| +65% | +$936K | 0.42% | 52 |
|
2024
Q1 | $1.47M | Buy |
3,505
+91
| +3% | +$38.3K | 0.28% | 60 |
|
2023
Q4 | $1.22M | Sell |
3,414
-46
| -1% | -$16.4K | 0.26% | 65 |
|
2023
Q3 | $1.21M | Buy |
3,460
+268
| +8% | +$93.9K | 0.31% | 51 |
|
2023
Q2 | $986K | Hold |
3,192
| – | – | 0.33% | 49 |
|
2023
Q1 | $986K | Buy |
3,192
+160
| +5% | +$49.4K | 0.31% | 54 |
|
2022
Q4 | $937K | Buy |
+3,032
| New | +$937K | 0.32% | 50 |
|