Financial Synergies Wealth 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 | $1.22M | Buy |
2,503
+775
| +45% | +$376K | 0.13% | 45 |
|
|
2025
Q1 | $920K | Buy |
1,728
+500
| +41% | +$266K | 0.11% | 44 |
|
|
2024
Q4 | $557K | Hold |
1,228
| – | – | 0.07% | 51 |
|
|
2024
Q3 | $565K | Hold |
1,228
| – | – | 0.07% | 53 |
|
|
2024
Q2 | $500K | Hold |
1,228
| – | – | 0.07% | 53 |
|
|
2024
Q1 | $516K | Hold |
1,228
| – | – | 0.07% | 52 |
|
|
2023
Q4 | $379K | Hold |
1,228
| – | – | 0.06% | 55 |
|
|
2023
Q3 | $430K | Hold |
1,228
| – | – | 0.06% | 55 |
|
|
2023
Q2 | $419K | Hold |
1,228
| – | – | 0.06% | 57 |
|
|
2023
Q1 | $379K | Hold |
1,228
| – | – | 0.06% | 57 |
|
|
2022
Q4 | $379K | Sell |
1,228
-14
| -1% | -$4.33K | 0.06% | 55 |
|
|
2022
Q3 | $332K | Hold |
1,242
| – | – | 0.06% | 57 |
|
|
2022
Q2 | $339K | Sell |
1,242
-250
| -17% | -$68.3K | 0.06% | 57 |
|
|
2022
Q1 | $527K | Hold |
1,492
| – | – | 0.08% | 45 |
|
|
2021
Q4 | $446K | Hold |
1,492
| – | – | 0.06% | 51 |
|
|
2021
Q3 | $407K | Buy |
1,492
+16
| +1% | +$4.37K | 0.06% | 48 |
|
|
2021
Q2 | $410K | Hold |
1,476
| – | – | 0.06% | 48 |
|
|
2021
Q1 | $377K | Buy |
+1,476
| New | +$377K | 0.05% | 46 |
|
|
2020
Q1 | – | Sell |
-1,239
| Closed | -$281K | – | 36 |
|
|
2019
Q4 | $281K | Buy |
1,239
+31
| +3% | +$7.02K | 0.13% | 27 |
|
|
2019
Q3 | $251K | Buy |
1,208
+24
| +2% | +$4.99K | 0.12% | 25 |
|
|
2019
Q2 | $252K | Buy |
+1,184
| New | +$252K | 0.13% | 24 |
|