Great Oak Capital 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 | $410K | Buy |
862
+231
| +37% | +$110K | 0.12% | 29 |
|
|
2025
Q1 | $280K | Hold |
631
| – | – | 0.09% | 31 |
|
|
2024
Q4 | $280K | Sell |
631
-107
| -14% | -$47.5K | 0.09% | 31 |
|
|
2024
Q3 | $341K | Sell |
738
-9
| -1% | -$4.16K | 0.12% | 30 |
|
|
2024
Q2 | $322K | Sell |
747
-186
| -20% | -$80.3K | 0.12% | 30 |
|
|
2024
Q1 | $392K | Sell |
933
-10
| -1% | -$4.21K | 0.17% | 25 |
|
|
2023
Q4 | $336K | Buy |
+943
| New | +$336K | 0.18% | 25 |
|