Global Retirement Partners’s Berkshire Hathaway Class B BRK.B Stock Holding History

Global Retirement Partners’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$24.2M	Buy	+49,891	New	+$24.2M	0.6%	33
2024 Q4	$15.9M	Buy	35,015 +1,646	+5%	+$746K	0.45%	39
2024 Q3	$15.4M	Buy	33,369 +81	+0.2%	+$37.3K	0.46%	40
2024 Q2	$13.5M	Buy	33,288 +3,494	+12%	+$1.42M	0.42%	45
2024 Q1	$12.5M	Buy	29,794 +330	+1%	+$139K	0.47%	42
2023 Q4	$10.6M	Buy	29,464 +3,264	+12%	+$1.18M	0.45%	43
2023 Q3	$9M	Buy	26,200 +582	+2%	+$200K	0.45%	42
2023 Q2	$8.74M	Buy	25,618 +1,600	+7%	+$546K	0.43%	46
2023 Q1	$7.76M	Buy	24,018 +2,171	+10%	+$702K	0.41%	47
2022 Q4	$6.75M	Buy	21,847 +1,906	+10%	+$589K	0.46%	37
2022 Q3	$5.88M	Buy	19,941 +3,124	+19%	+$922K	0.45%	41
2022 Q2	$4.59M	Buy	16,817 +2,091	+14%	+$571K	0.37%	56
2022 Q1	$4.55M	Buy	+14,726	New	+$4.55M	0.36%	61
2021 Q4	–	Sell	-9,181	Closed	-$2.51M	–	425
2021 Q3	$2.51M	Buy	9,181 +1,170	+15%	+$319K	0.25%	88
2021 Q2	$2.23M	Buy	8,011 +618	+8%	+$172K	0.23%	99
2021 Q1	$1.89M	Sell	7,393 -121	-2%	-$30.9K	0.22%	98
2020 Q4	$1.74M	Sell	7,514 -643	-8%	-$149K	0.22%	92
2020 Q3	$1.74M	Sell	8,157 -549	-6%	-$117K	0.25%	80
2020 Q2	$1.55M	Buy	8,706 +1,309	+18%	+$234K	0.25%	87
2020 Q1	$1.35M	Sell	7,397 -1,417	-16%	-$259K	0.26%	88
2019 Q4	$2M	Buy	8,814 +763	+9%	+$173K	0.31%	73
2019 Q3	$1.68M	Sell	8,051 -583	-7%	-$121K	0.28%	80
2019 Q2	$1.84M	Buy	8,634 +780	+10%	+$166K	0.35%	55
2019 Q1	$1.58M	Buy	7,854 +268	+4%	+$53.8K	0.38%	52
2018 Q4	$1.55M	Sell	7,586 -977	-11%	-$199K	0.4%	55
2018 Q3	$1.83M	Buy	8,563 +357	+4%	+$76.4K	0.41%	52
2018 Q2	$1.53M	Buy	8,206 +1,532	+23%	+$286K	0.39%	55
2018 Q1	$1.33M	Buy	6,674 +965	+17%	+$192K	0.37%	51
2017 Q4	$1.13M	Buy	5,709 +654	+13%	+$130K	0.31%	59
2017 Q3	$927K	Buy	5,055 +82	+2%	+$15K	0.38%	44
2017 Q2	$842K	Buy	4,973 +1,264	+34%	+$214K	0.4%	48
2017 Q1	$618K	Sell	3,709 -34	-0.9%	-$5.67K	0.35%	57
2016 Q4	$610K	Buy	+3,743	New	+$610K	0.41%	41