FRG Family 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 | $14M | Sell |
28,871
-63
| -0.2% | -$30.6K | 2.44% | 11 |
|
|
2025
Q1 | $15.4M | Sell |
28,934
-229
| -0.8% | -$122K | 2.98% | 7 |
|
|
2024
Q4 | $13.2M | Sell |
29,163
-1,149
| -4% | -$521K | 2.4% | 11 |
|
|
2024
Q3 | $14M | Sell |
30,312
-1,107
| -4% | -$510K | 2.5% | 11 |
|
|
2024
Q2 | $13.3M | Sell |
31,419
-50
| -0.2% | -$21.1K | 2.57% | 11 |
|
|
2024
Q1 | $12.5M | Sell |
31,469
-546
| -2% | -$217K | 2.45% | 11 |
|
|
2023
Q4 | $11.4M | Sell |
32,015
-46
| -0.1% | -$16.4K | 2.32% | 10 |
|
|
2023
Q3 | $11.2M | Sell |
32,061
-30
| -0.1% | -$10.5K | 2.54% | 10 |
|
|
2023
Q2 | $10.9M | Sell |
32,091
-60
| -0.2% | -$20.5K | 2.4% | 11 |
|
|
2023
Q1 | $9.93M | Sell |
32,151
-550
| -2% | -$170K | 2.27% | 11 |
|
|
2022
Q4 | $10.1M | Sell |
32,701
-566
| -2% | -$175K | 2.41% | 9 |
|
|
2022
Q3 | $8.88M | Sell |
33,267
-85
| -0.3% | -$22.7K | 2.19% | 11 |
|
|
2022
Q2 | $9.11M | Hold |
33,352
| – | – | 2.1% | 13 |
|
|
2022
Q1 | $11.8M | Sell |
33,352
-131
| -0.4% | -$46.2K | 2.29% | 12 |
|
|
2021
Q4 | $10M | Sell |
33,483
-1,685
| -5% | -$504K | 1.87% | 13 |
|
|
2021
Q3 | $9.6M | Sell |
35,168
-1,010
| -3% | -$276K | 1.89% | 11 |
|
|
2021
Q2 | $10.1M | Buy |
36,178
+572
| +2% | +$159K | 1.91% | 11 |
|
|
2021
Q1 | $9.1M | Sell |
35,606
-227
| -0.6% | -$58K | 1.85% | 11 |
|
|
2020
Q4 | $8.31M | Sell |
35,833
-220
| -0.6% | -$51K | 1.81% | 14 |
|
|
2020
Q3 | $7.68M | Sell |
36,053
-245
| -0.7% | -$52.2K | 1.87% | 11 |
|
|
2020
Q2 | $6.48M | Sell |
36,298
-65
| -0.2% | -$11.6K | 1.71% | 16 |
|
|
2020
Q1 | $6.65M | Sell |
36,363
-290
| -0.8% | -$53K | 2.02% | 9 |
|
|
2019
Q4 | $8.3M | Sell |
36,653
-655
| -2% | -$148K | 2.01% | 9 |
|
|
2019
Q3 | $7.76M | Sell |
37,308
-650
| -2% | -$135K | 2% | 6 |
|
|
2019
Q2 | $8.09M | Sell |
37,958
-1,377
| -4% | -$294K | 2.13% | 5 |
|
|
2019
Q1 | $7.9M | Buy |
39,335
+764
| +2% | +$153K | 2.24% | 4 |
|
|
2018
Q4 | $7.88M | Sell |
38,571
-950
| -2% | -$194K | 2.57% | 4 |
|
|
2018
Q3 | $8.46M | Buy |
39,521
+1,055
| +3% | +$226K | 2.32% | 4 |
|
|
2018
Q2 | $7.18M | Buy |
38,466
+1,550
| +4% | +$289K | 2.15% | 4 |
|
|
2018
Q1 | $7.36M | Buy |
36,916
+986
| +3% | +$197K | 2.45% | 5 |
|
|
2017
Q4 | $7.12M | Sell |
35,930
-555
| -2% | -$110K | 2.3% | 5 |
|
|
2017
Q3 | $6.69M | Buy |
36,485
+1,139
| +3% | +$209K | 2.31% | 6 |
|
|
2017
Q2 | $5.99M | Buy |
35,346
+1,179
| +3% | +$200K | 2.21% | 6 |
|
|
2017
Q1 | $5.72M | Buy |
34,167
+405
| +1% | +$67.8K | 2.23% | 6 |
|
|
2016
Q4 | $5.5M | Buy |
33,762
+875
| +3% | +$143K | 2.3% | 5 |
|
|
2016
Q3 | $4.75M | Sell |
32,887
-30
| -0.1% | -$4.33K | 2.14% | 6 |
|
|
2016
Q2 | $4.77M | Buy |
32,917
+195
| +0.6% | +$28.2K | 2.15% | 6 |
|
|
2016
Q1 | $4.66M | Sell |
32,722
-100
| -0.3% | -$14.2K | 2.26% | 7 |
|
|
2015
Q4 | $4.33M | Buy |
+32,822
| New | +$4.33M | 2.11% | 8 |
|