Financial Alternatives’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 | $1.36M | Buy |
2,793
+174
| +7% | +$84.5K | 0.88% | 23 |
|
|
2025
Q1 | $1.39M | Buy |
2,619
+408
| +18% | +$217K | 0.99% | 22 |
|
|
2024
Q4 | $1M | Hold |
2,211
| – | – | 0.71% | 27 |
|
|
2024
Q3 | $1.02M | Buy |
2,211
+100
| +5% | +$46K | 0.72% | 27 |
|
|
2024
Q2 | $859K | Buy |
2,111
+275
| +15% | +$112K | 0.65% | 29 |
|
|
2024
Q1 | $772K | Hold |
1,836
| – | – | 0.6% | 31 |
|
|
2023
Q4 | $655K | Sell |
1,836
-181
| -9% | -$64.6K | 0.55% | 35 |
|
|
2023
Q3 | $707K | Hold |
2,017
| – | – | 0.65% | 31 |
|
|
2023
Q2 | $688K | Sell |
2,017
-315
| -14% | -$107K | 0.62% | 31 |
|
|
2023
Q1 | $720K | Sell |
2,332
-680
| -23% | -$210K | 0.69% | 31 |
|
|
2022
Q4 | $930K | Buy |
+3,012
| New | +$930K | 0.92% | 27 |
|