GM Advisory Group’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 | $3.56M | Buy |
7,338
+1,575
| +27% | +$765K | 0.18% | 65 |
|
|
2025
Q1 | $3.07M | Buy |
5,763
+56
| +1% | +$29.8K | 0.17% | 65 |
|
|
2024
Q4 | $2.59M | Buy |
5,707
+1,370
| +32% | +$621K | 0.14% | 69 |
|
|
2024
Q3 | $2M | Buy |
4,337
+333
| +8% | +$153K | 0.12% | 80 |
|
|
2024
Q2 | $1.63M | Buy |
4,004
+35
| +0.9% | +$14.2K | 0.11% | 87 |
|
|
2024
Q1 | $1.67M | Sell |
3,969
-239
| -6% | -$101K | 0.12% | 82 |
|
|
2023
Q4 | $1.5M | Buy |
4,208
+328
| +8% | +$117K | 0.11% | 74 |
|
|
2023
Q3 | $1.36M | Buy |
3,880
+488
| +14% | +$171K | 0.11% | 69 |
|
|
2023
Q2 | $1.16M | Buy |
3,392
+107
| +3% | +$36.5K | 0.1% | 73 |
|
|
2023
Q1 | $1.01M | Buy |
3,285
+345
| +12% | +$107K | 0.09% | 74 |
|
|
2022
Q4 | $908K | Sell |
2,940
-4
| -0.1% | -$1.24K | 0.1% | 76 |
|
|
2022
Q3 | $786K | Buy |
2,944
+884
| +43% | +$236K | 0.1% | 75 |
|
|
2022
Q2 | $562K | Buy |
2,060
+567
| +38% | +$155K | 0.09% | 104 |
|
|
2022
Q1 | $527K | Buy |
1,493
+592
| +66% | +$209K | 0.06% | 120 |
|
|
2021
Q4 | $269K | Buy |
901
+38
| +4% | +$11.3K | 0.02% | 171 |
|
|
2021
Q3 | $236K | Sell |
863
-150
| -15% | -$41K | 0.02% | 177 |
|
|
2021
Q2 | $282K | Buy |
+1,013
| New | +$282K | 0.03% | 167 |
|
|
2020
Q4 | – | Sell |
-1,098
| Closed | -$234K | – | 179 |
|
|
2020
Q3 | $234K | Buy |
+1,098
| New | +$234K | 0.04% | 143 |
|
|
2020
Q2 | – | Sell |
-5,079
| Closed | -$929K | – | 177 |
|
|
2020
Q1 | $929K | Buy |
+5,079
| New | +$929K | 0.25% | 53 |
|
|
2019
Q4 | – | Sell |
-1,191
| Closed | -$248K | – | 100 |
|
|
2019
Q3 | $248K | Buy |
1,191
+156
| +15% | +$32.5K | 0.08% | 92 |
|
|
2019
Q2 | $221K | Hold |
1,035
| – | – | 0.07% | 100 |
|
|
2019
Q1 | $208K | Sell |
1,035
-420
| -29% | -$84.4K | 0.07% | 100 |
|
|
2018
Q4 | $297K | Buy |
1,455
+22
| +2% | +$4.49K | 0.11% | 77 |
|
|
2018
Q3 | $307K | Sell |
1,433
-1,100
| -43% | -$236K | 0.1% | 83 |
|
|
2018
Q2 | $473K | Buy |
2,533
+103
| +4% | +$19.2K | 0.14% | 69 |
|
|
2018
Q1 | $485K | Buy |
2,430
+300
| +14% | +$59.9K | 0.15% | 63 |
|
|
2017
Q4 | $422K | Buy |
2,130
+50
| +2% | +$9.91K | 0.11% | 76 |
|
|
2017
Q3 | $381K | Sell |
2,080
-94
| -4% | -$17.2K | 0.12% | 74 |
|
|
2017
Q2 | $368K | Sell |
2,174
-750
| -26% | -$127K | 0.12% | 77 |
|
|
2017
Q1 | $487K | Buy |
2,924
+100
| +4% | +$16.7K | 0.17% | 61 |
|
|
2016
Q4 | $460K | Buy |
+2,824
| New | +$460K | 0.16% | 69 |
|
|
2015
Q1 | – | Sell |
-2,469
| Closed | -$371K | – | 48 |
|
|
2014
Q4 | $371K | Hold |
2,469
| – | – | 0.2% | 42 |
|
|
2014
Q3 | $341K | Sell |
2,469
-47
| -2% | -$6.49K | 0.26% | 41 |
|
|
2014
Q2 | $318K | Buy |
2,516
+47
| +2% | +$5.94K | 0.28% | 45 |
|
|
2014
Q1 | $306K | Buy |
+2,469
| New | +$306K | 0.24% | 47 |
|