Francis Financial’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 | $1.41M | Buy |
2,904
+82
| +3% | +$39.8K | 0.32% | 37 |
|
|
2025
Q1 | $1.5M | Sell |
2,822
-513
| -15% | -$273K | 0.36% | 34 |
|
|
2024
Q4 | $1.14M | Buy |
3,335
+676
| +25% | +$230K | 0.29% | 34 |
|
|
2024
Q3 | $1.22M | Buy |
2,659
+343
| +15% | +$158K | 0.32% | 33 |
|
|
2024
Q2 | $942K | Buy |
2,316
+123
| +6% | +$50K | 0.29% | 33 |
|
|
2024
Q1 | $922K | Buy |
2,193
+151
| +7% | +$63.5K | 0.3% | 29 |
|
|
2023
Q4 | $728K | Buy |
2,042
+72
| +4% | +$25.7K | 0.31% | 27 |
|
|
2023
Q3 | $690K | Buy |
1,970
+197
| +11% | +$69K | 0.36% | 25 |
|
|
2023
Q2 | $605K | Hold |
1,773
| – | – | 0.33% | 27 |
|
|
2023
Q1 | $547K | Sell |
1,773
-329
| -16% | -$102K | 0.37% | 26 |
|
|
2022
Q4 | $649K | Buy |
2,102
+36
| +2% | +$11.1K | 0.6% | 17 |
|
|
2022
Q3 | $552K | Sell |
2,066
-150
| -7% | -$40.1K | 0.56% | 16 |
|
|
2022
Q2 | $638K | Buy |
+2,216
| New | +$638K | 0.56% | 17 |
|