Global Financial Private Client’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 | $768K | Buy |
1,580
+99
| +7% | +$48.1K | 0.29% | 100 |
|
|
2025
Q1 | $789K | Buy |
1,481
+46
| +3% | +$24.5K | 0.3% | 93 |
|
|
2024
Q4 | $650K | Sell |
1,435
-128
| -8% | -$58K | 0.24% | 111 |
|
|
2024
Q3 | $719K | Buy |
1,563
+254
| +19% | +$117K | 0.28% | 97 |
|
|
2024
Q2 | $533K | Hold |
1,309
| – | – | 0.22% | 108 |
|
|
2024
Q1 | $550K | Hold |
1,309
| – | – | 0.24% | 109 |
|
|
2023
Q4 | $467K | Hold |
1,309
| – | – | 0.22% | 121 |
|
|
2023
Q3 | $456K | Buy |
1,309
+3
| +0.2% | +$1.04K | 0.24% | 98 |
|
|
2023
Q2 | $447K | Hold |
1,306
| – | – | 0.22% | 109 |
|
|
2023
Q1 | $405K | Hold |
1,306
| – | – | 0.21% | 107 |
|
|
2022
Q4 | $403K | Sell |
1,306
-1,359
| -51% | -$420K | 0.23% | 97 |
|
|
2022
Q3 | $727K | Sell |
2,665
-24
| -0.9% | -$6.55K | 0.42% | 60 |
|
|
2022
Q2 | $746K | Buy |
2,689
+1,295
| +93% | +$359K | 0.42% | 62 |
|
|
2022
Q1 | $491K | Buy |
1,394
+1,051
| +306% | +$370K | 0.24% | 92 |
|
|
2021
Q4 | $103K | Buy |
343
+128
| +60% | +$38.3K | 0.05% | 201 |
|
|
2021
Q3 | $59.3K | Sell |
215
-191
| -47% | -$52.7K | 0.03% | 233 |
|
|
2021
Q2 | $114K | Sell |
406
-1
| -0.2% | -$280 | 0.06% | 157 |
|
|
2021
Q1 | $105K | Buy |
407
+383
| +1,596% | +$98.9K | 0.08% | 145 |
|
|
2020
Q4 | $5.57K | Buy |
+24
| New | +$5.57K | ﹤0.01% | 346 |
|