Financial Consulate’s Berkshire Hathaway Class B BRK.B Stock Holding History

Financial Consulate’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.06M	Buy	+2,188	New	+$1.06M	0.21%	26
2023 Q2	–	Sell	-2,995	Closed	-$925K	–	52
2023 Q1	$925K	Sell	2,995 -240	-7%	-$74.1K	0.32%	35
2022 Q4	$999K	Hold	3,235	–	–	0.35%	38
2022 Q3	$864K	Hold	3,235	–	–	0.36%	38
2022 Q2	$883K	Hold	3,235	–	–	0.41%	37
2022 Q1	$1.14M	Buy	3,235 +525	+19%	+$185K	0.44%	35
2021 Q4	$810K	Buy	2,710 +264	+11%	+$78.9K	0.28%	48
2021 Q3	$668K	Buy	2,446 +196	+9%	+$53.5K	0.24%	49
2021 Q2	$625K	Sell	2,250 -750	-25%	-$208K	0.23%	53
2021 Q1	$766K	Sell	3,000 -65	-2%	-$16.6K	0.31%	45
2020 Q4	$711K	Sell	3,065 -30	-1%	-$6.96K	0.31%	44
2020 Q3	$659K	Sell	3,095 -4	-0.1%	-$852	0.31%	43
2020 Q2	$553K	Sell	3,099 -9	-0.3%	-$1.61K	0.28%	48
2020 Q1	$568K	Sell	3,108 -778	-20%	-$142K	0.34%	46
2019 Q4	$880K	Buy	3,886 +60	+2%	+$13.6K	0.39%	41
2019 Q3	$796K	Buy	3,826 +599	+19%	+$125K	0.35%	44
2019 Q2	$688K	Sell	3,227 -2	-0.1%	-$426	0.31%	49
2019 Q1	$649K	Hold	3,229	–	–	0.3%	54
2018 Q4	$659K	Buy	3,229 +13	+0.4%	+$2.65K	0.4%	53
2018 Q3	$689K	Sell	3,216 -290	-8%	-$62.1K	0.39%	52
2018 Q2	$654K	Buy	3,506 +616	+21%	+$115K	0.33%	56
2018 Q1	$576K	Buy	2,890 +10	+0.3%	+$1.99K	0.31%	59
2017 Q4	$571K	Buy	2,880 +35	+1%	+$6.94K	0.29%	60
2017 Q3	$522K	Sell	2,845 -60	-2%	-$11K	0.28%	61
2017 Q2	$492K	Hold	2,905	–	–	0.29%	59
2017 Q1	$484K	Buy	2,905 +131	+5%	+$21.8K	0.31%	58
2016 Q4	$452K	Buy	2,774 +90	+3%	+$14.7K	0.33%	52
2016 Q3	$388K	Hold	2,684	–	–	0.35%	44
2016 Q2	$389K	Buy	2,684 +5	+0.2%	+$725	0.3%	44
2016 Q1	$380K	Buy	2,679 +10	+0.4%	+$1.42K	0.26%	51
2015 Q4	$352K	Buy	2,669 +10	+0.4%	+$1.32K	0.25%	51
2015 Q3	$347K	Hold	2,659	–	–	0.3%	46
2015 Q2	$362K	Buy	+2,659	New	+$362K	0.27%	47
2015 Q1	–	Sell	-2,659	Closed	-$399K	–	57
2014 Q4	$399K	Buy	+2,659	New	+$399K	0.26%	46