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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Buy |
1,323
+6
| +0.5% | +$2.92K | 0.12% | 40 |
|
|
2025
Q1 | $701K | Sell |
1,317
-109
| -8% | -$58.1K | 0.14% | 34 |
|
|
2024
Q4 | $646K | Buy |
1,426
+4
| +0.3% | +$1.81K | 0.12% | 35 |
|
|
2024
Q3 | $654K | Hold |
1,422
| – | – | 0.12% | 34 |
|
|
2024
Q2 | $578K | Hold |
1,422
| – | – | 0.12% | 35 |
|
|
2024
Q1 | $598K | Hold |
1,422
| – | – | 0.12% | 36 |
|
|
2023
Q4 | $507K | Hold |
1,422
| – | – | 0.11% | 41 |
|
|
2023
Q3 | $498K | Hold |
1,422
| – | – | 0.12% | 37 |
|
|
2023
Q2 | $485K | Hold |
1,422
| – | – | 0.12% | 43 |
|
|
2023
Q1 | $439K | Buy |
1,422
+200
| +16% | +$61.8K | 0.11% | 47 |
|
|
2022
Q4 | $377K | Sell |
1,222
-84
| -6% | -$25.9K | 0.1% | 49 |
|
|
2022
Q3 | $345K | Buy |
1,306
+30
| +2% | +$7.93K | 0.12% | 47 |
|
|
2022
Q2 | $348K | Buy |
1,276
+105
| +9% | +$28.6K | 0.12% | 48 |
|
|
2022
Q1 | $413K | Sell |
1,171
-128
| -10% | -$45.1K | 0.13% | 51 |
|
|
2021
Q4 | $388K | Sell |
1,299
-109
| -8% | -$32.6K | 0.12% | 55 |
|
|
2021
Q3 | $384K | Hold |
1,408
| – | – | 0.13% | 51 |
|
|
2021
Q2 | $391K | Buy |
1,408
+5
| +0.4% | +$1.39K | 0.14% | 55 |
|
|
2021
Q1 | $358K | Buy |
1,403
+74
| +6% | +$18.9K | 0.14% | 54 |
|
|
2020
Q4 | $308K | Sell |
1,329
-52
| -4% | -$12.1K | 0.14% | 55 |
|
|
2020
Q3 | $294K | Hold |
1,381
| – | – | 0.15% | 54 |
|
|
2020
Q2 | $247K | Buy |
1,381
+52
| +4% | +$9.3K | 0.14% | 56 |
|
|
2020
Q1 | $243K | Hold |
1,329
| – | – | 0.16% | 53 |
|
|
2019
Q4 | $301K | Hold |
1,329
| – | – | 0.17% | 47 |
|
|
2019
Q3 | $276K | Sell |
1,329
-199
| -13% | -$41.3K | 0.17% | 50 |
|
|
2019
Q2 | $326K | Hold |
1,528
| – | – | 0.21% | 43 |
|
|
2019
Q1 | $307K | Hold |
1,528
| – | – | 0.21% | 46 |
|
|
2018
Q4 | $312K | Buy |
+1,528
| New | +$312K | 0.25% | 42 |
|