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Goldstein Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$655K Sell
1,349
-53
-4% -$25.7K 0.09% 74
2025
Q1
$747K Buy
1,402
+188
+15% +$100K 0.11% 71
2024
Q4
$550K Buy
1,214
+265
+28% +$120K 0.08% 85
2024
Q3
$437K Buy
949
+40
+4% +$18.4K 0.07% 96
2024
Q2
$370K Sell
909
-46
-5% -$18.7K 0.06% 99
2024
Q1
$402K Sell
955
-31
-3% -$13K 0.07% 94
2023
Q4
$352K Buy
986
+5
+0.5% +$1.78K 0.06% 129
2023
Q3
$344K Buy
981
+137
+16% +$48K 0.07% 98
2023
Q2
$288K Sell
844
-16
-2% -$5.46K 0.06% 104
2023
Q1
$265K Sell
860
-100
-10% -$30.9K 0.06% 108
2022
Q4
$296K Buy
+960
New +$296K 0.07% 101