Geometric 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 | $549K | Buy |
1,130
+16
| +1% | +$7.77K | 0.08% | 41 |
|
|
2025
Q1 | $593K | Sell |
1,114
-18
| -2% | -$9.59K | 0.1% | 38 |
|
|
2024
Q4 | $513K | Buy |
1,132
+23
| +2% | +$10.4K | 0.09% | 41 |
|
|
2024
Q3 | $510K | Hold |
1,109
| – | – | 0.09% | 38 |
|
|
2024
Q2 | $451K | Hold |
1,109
| – | – | 0.09% | 38 |
|
|
2024
Q1 | $466K | Hold |
1,109
| – | – | 0.11% | 23 |
|
|
2023
Q4 | $396K | Sell |
1,109
-35
| -3% | -$12.5K | 0.11% | 27 |
|
|
2023
Q3 | $401K | Buy |
1,144
+300
| +36% | +$105K | 0.12% | 22 |
|
|
2023
Q2 | $288K | Hold |
844
| – | – | 0.09% | 27 |
|
|
2023
Q1 | $275K | Hold |
844
| – | – | 0.1% | 27 |
|
|
2022
Q4 | $261K | Sell |
844
-39
| -4% | -$12K | 0.11% | 25 |
|
|
2022
Q3 | $236K | Hold |
883
| – | – | 0.11% | 24 |
|
|
2022
Q2 | $241K | Sell |
883
-9
| -1% | -$2.46K | 0.12% | 27 |
|
|
2022
Q1 | $315K | Buy |
892
+9
| +1% | +$3.18K | 0.94% | 21 |
|
|
2021
Q4 | $264K | Buy |
+883
| New | +$264K | 0.13% | 17 |
|