GoalVest Advisory’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 | $3.05M | Buy |
6,270
+516
| +9% | +$251K | 0.75% | 22 |
|
|
2025
Q1 | $3.06M | Sell |
5,754
-57
| -1% | -$30.4K | 0.84% | 20 |
|
|
2024
Q4 | $2.63M | Buy |
5,811
+27
| +0.5% | +$12.2K | 0.72% | 24 |
|
|
2024
Q3 | $2.66M | Buy |
5,784
+291
| +5% | +$134K | 0.77% | 19 |
|
|
2024
Q2 | $2.23M | Sell |
5,493
-776
| -12% | -$316K | 0.71% | 17 |
|
|
2024
Q1 | $2.64M | Sell |
6,269
-204
| -3% | -$85.8K | 0.88% | 13 |
|
|
2023
Q4 | $2.31M | Buy |
6,473
+443
| +7% | +$158K | 1.02% | 12 |
|
|
2023
Q3 | $2.11M | Sell |
6,030
-83
| -1% | -$29.1K | 1.06% | 12 |
|
|
2023
Q2 | $2.08M | Sell |
6,113
-198
| -3% | -$67.5K | 1.08% | 10 |
|
|
2023
Q1 | $1.95M | Sell |
6,311
-133
| -2% | -$41.1K | 1.14% | 12 |
|
|
2022
Q4 | $1.99M | Buy |
6,444
+1,230
| +24% | +$380K | 1.28% | 17 |
|
|
2022
Q3 | $1.39M | Sell |
5,214
-2,276
| -30% | -$608K | 0.98% | 23 |
|
|
2022
Q2 | $2.07M | Buy |
7,490
+28
| +0.4% | +$7.72K | 1.31% | 18 |
|
|
2022
Q1 | $2.63M | Buy |
+7,462
| New | +$2.63M | 1.49% | 20 |
|
|
2021
Q2 | $2.12M | Buy |
7,613
+1,132
| +17% | +$315K | 1.31% | 20 |
|
|
2021
Q1 | $1.66M | Buy |
6,481
+393
| +6% | +$100K | 1.23% | 23 |
|
|
2020
Q4 | $1.41M | Buy |
+6,088
| New | +$1.41M | 1.19% | 23 |
|