Golden State Equity Partners’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 | $6.69M | Sell |
13,773
-430
| -3% | -$209K | 1.24% | 10 |
|
|
2025
Q1 | $7.56M | Sell |
14,203
-468
| -3% | -$249K | 1.5% | 8 |
|
|
2024
Q4 | $6.65M | Buy |
14,671
+13,797
| +1,579% | +$6.25M | 1.27% | 11 |
|
|
2024
Q3 | $402K | Sell |
874
-14,257
| -94% | -$6.56M | 0.21% | 117 |
|
|
2024
Q2 | $6.16M | Buy |
+15,131
| New | +$6.16M | 1.28% | 10 |
|
|
2023
Q4 | $5.44M | Sell |
15,251
-20
| -0.1% | -$7.13K | 1.32% | 12 |
|
|
2023
Q3 | $5.35M | Buy |
15,271
+123
| +0.8% | +$43.1K | 1.49% | 8 |
|
|
2023
Q2 | $5.17M | Buy |
15,148
+1,911
| +14% | +$652K | 1.45% | 7 |
|
|
2023
Q1 | $4.09M | Buy |
+13,237
| New | +$4.09M | 2.21% | 4 |
|
|
2022
Q1 | $3.45M | Buy |
9,779
+30
| +0.3% | +$10.6K | 1.74% | 10 |
|
|
2021
Q4 | $2.92M | Sell |
9,749
-320
| -3% | -$95.7K | 1.47% | 20 |
|
|
2021
Q3 | $2.75M | Buy |
10,069
+125
| +1% | +$34.1K | 1.12% | 21 |
|
|
2021
Q2 | $2.76M | Sell |
9,944
-1,577
| -14% | -$438K | 1.07% | 22 |
|
|
2021
Q1 | $2.94M | Sell |
11,521
-4
| -0% | -$1.02K | 1.68% | 14 |
|
|
2020
Q4 | $2.67M | Buy |
+11,525
| New | +$2.67M | 1.84% | 6 |
|