Greystone Financial 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 | $13.1M | Sell |
26,879
-185
| -0.7% | -$89.9K | 2.15% | 15 |
|
2025
Q1 | $14.4M | Sell |
27,064
-1,801
| -6% | -$959K | 2.62% | 9 |
|
2024
Q4 | $13.1M | Buy |
28,865
+2,922
| +11% | +$1.32M | 2.28% | 14 |
|
2024
Q3 | $11.9M | Buy |
25,943
+1,933
| +8% | +$890K | 2.13% | 17 |
|
2024
Q2 | $9.77M | Buy |
24,010
+21,728
| +952% | +$8.84M | 1.91% | 19 |
|
2024
Q1 | $960K | Buy |
2,282
+113
| +5% | +$47.5K | 0.19% | 60 |
|
2023
Q4 | $774K | Buy |
2,169
+15
| +0.7% | +$5.35K | 0.18% | 66 |
|
2023
Q3 | $755K | Sell |
2,154
-260
| -11% | -$91.1K | 0.19% | 63 |
|
2023
Q2 | $823K | Sell |
2,414
-366
| -13% | -$125K | 0.19% | 62 |
|
2023
Q1 | $858K | Sell |
2,780
-1,877
| -40% | -$580K | 0.22% | 55 |
|
2022
Q4 | $1.44M | Sell |
4,657
-124
| -3% | -$38.3K | 0.42% | 41 |
|
2022
Q3 | $1.28M | Sell |
4,781
-478
| -9% | -$128K | 0.43% | 42 |
|
2022
Q2 | $1.44M | Buy |
+5,259
| New | +$1.44M | 0.45% | 43 |
|
2022
Q1 | – | Sell |
-5,341
| Closed | -$1.6M | – | 85 |
|
2021
Q4 | $1.6M | Buy |
5,341
+1,166
| +28% | +$349K | 0.38% | 51 |
|
2021
Q3 | $1.14M | Sell |
4,175
-660
| -14% | -$180K | 0.34% | 56 |
|
2021
Q2 | $1.34M | Buy |
4,835
+171
| +4% | +$47.5K | 0.33% | 60 |
|
2021
Q1 | $1.33M | Buy |
4,664
+666
| +17% | +$190K | 0.33% | 56 |
|
2020
Q4 | $949K | Buy |
+3,998
| New | +$949K | 0.26% | 61 |
|