Guardian Financial 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 | $3.62M | Buy |
7,460
+143
| +2% | +$69.5K | 1.63% | 18 |
|
|
2025
Q1 | $3.9M | Buy |
7,317
+224
| +3% | +$119K | 1.86% | 19 |
|
|
2024
Q4 | $3.22M | Buy |
7,093
+268
| +4% | +$121K | 1.91% | 18 |
|
|
2024
Q3 | $3.14M | Buy |
6,825
+77
| +1% | +$35.4K | 1.96% | 18 |
|
|
2024
Q2 | $2.75M | Buy |
6,748
+23
| +0.3% | +$9.36K | 1.82% | 18 |
|
|
2024
Q1 | $2.83M | Buy |
6,725
+15
| +0.2% | +$6.31K | 1.94% | 16 |
|
|
2023
Q4 | $2.39M | Buy |
6,710
+15
| +0.2% | +$5.35K | 1.96% | 18 |
|
|
2023
Q3 | $2.35M | Buy |
6,695
+135
| +2% | +$47.3K | 2.2% | 16 |
|
|
2023
Q2 | $2.24M | Buy |
6,560
+70
| +1% | +$23.9K | 6.51% | 7 |
|
|
2023
Q1 | $2M | Hold |
6,490
| – | – | 2.01% | 15 |
|
|
2022
Q4 | $2M | Sell |
6,490
-26
| -0.4% | -$8.03K | 2.13% | 12 |
|
|
2022
Q3 | $1.74M | Buy |
6,516
+221
| +4% | +$59K | 2.02% | 13 |
|
|
2022
Q2 | $1.72M | Buy |
6,295
+26
| +0.4% | +$7.1K | 1.93% | 11 |
|
|
2022
Q1 | $2.11M | Buy |
6,269
+152
| +2% | +$51K | 2.17% | 10 |
|
|
2021
Q4 | $1.83M | Buy |
+6,117
| New | +$1.83M | 1.75% | 10 |
|