Founders Financial Securities’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 | $3.15M | Buy |
6,488
+4
| +0.1% | +$1.94K | 0.24% | 91 |
|
|
2025
Q1 | $3.44M | Buy |
6,484
+297
| +5% | +$158K | 0.29% | 73 |
|
|
2024
Q4 | $2.8M | Sell |
6,187
-7
| -0.1% | -$3.17K | 0.25% | 78 |
|
|
2024
Q3 | $2.85M | Sell |
6,194
-806
| -12% | -$371K | 0.26% | 80 |
|
|
2024
Q2 | $2.85M | Buy |
7,000
+1,010
| +17% | +$411K | 0.27% | 78 |
|
|
2024
Q1 | $2.52M | Buy |
5,990
+13
| +0.2% | +$5.47K | 0.26% | 82 |
|
|
2023
Q4 | $2.13M | Hold |
5,977
| – | – | 0.24% | 83 |
|
|
2023
Q3 | $2.09M | Buy |
5,977
+1,162
| +24% | +$407K | 0.27% | 75 |
|
|
2023
Q2 | $1.64M | Buy |
4,815
+86
| +2% | +$29.3K | 0.22% | 92 |
|
|
2023
Q1 | $1.46M | Sell |
4,729
-1,098
| -19% | -$339K | 0.21% | 93 |
|
|
2022
Q4 | $1.8M | Sell |
5,827
-220
| -4% | -$68K | 0.28% | 77 |
|
|
2022
Q3 | $1.62M | Sell |
6,047
-87
| -1% | -$23.2K | 0.29% | 78 |
|
|
2022
Q2 | $1.68M | Sell |
6,134
-247
| -4% | -$67.4K | 0.33% | 68 |
|
|
2022
Q1 | $2.25M | Buy |
6,381
+133
| +2% | +$46.9K | 0.4% | 58 |
|
|
2021
Q4 | $1.87M | Buy |
6,248
+15
| +0.2% | +$4.49K | 0.34% | 70 |
|
|
2021
Q3 | $1.7M | Sell |
6,233
-100
| -2% | -$27.3K | 0.34% | 62 |
|
|
2021
Q2 | $1.76M | Buy |
6,333
+249
| +4% | +$69.2K | 0.35% | 63 |
|
|
2021
Q1 | $1.55M | Buy |
6,084
+1,812
| +42% | +$463K | 0.36% | 53 |
|
|
2020
Q4 | $991K | Buy |
+4,272
| New | +$991K | 0.24% | 76 |
|
|
2020
Q3 | – | Sell |
-1,071
| Closed | -$205K | – | 169 |
|
|
2020
Q2 | $205K | Buy |
+1,071
| New | +$205K | 0.07% | 156 |
|