Guardian Investment Management’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 | $1.42M | Sell |
2,930
-2,050
| -41% | -$996K | 1.43% | 21 |
|
|
2025
Q1 | $2.44M | Hold |
4,980
| – | – | 2.05% | 14 |
|
|
2024
Q4 | $2.26M | Hold |
4,980
| – | – | 1.61% | 15 |
|
|
2024
Q3 | $2.29M | Sell |
4,980
-1,810
| -27% | -$833K | 1.97% | 13 |
|
|
2024
Q2 | $2.76M | Hold |
6,790
| – | – | 1.98% | 18 |
|
|
2024
Q1 | $2.86M | Buy |
6,790
+4
| +0.1% | +$1.68K | 2.3% | 15 |
|
|
2023
Q4 | $2.42M | Sell |
6,786
-400
| -6% | -$143K | 2.04% | 17 |
|
|
2023
Q3 | $2.52M | Buy |
7,186
+23
| +0.3% | +$8.06K | 2.29% | 15 |
|
|
2023
Q2 | $2.44M | Sell |
7,163
-4,938
| -41% | -$1.68M | 2.08% | 17 |
|
|
2023
Q1 | $3.09M | Buy |
12,101
+4,965
| +70% | +$1.27M | 2.32% | 15 |
|
|
2022
Q4 | $2.2M | Sell |
7,136
-100
| -1% | -$30.9K | 2.08% | 18 |
|
|
2022
Q3 | $1.93M | Hold |
7,236
| – | – | 1.96% | 20 |
|
|
2022
Q2 | $1.98M | Buy |
7,236
+100
| +1% | +$27.3K | 1.72% | 23 |
|
|
2022
Q1 | $2.52M | Sell |
7,136
-2,864
| -29% | -$1.01M | 1.96% | 19 |
|
|
2021
Q4 | $2.99M | Sell |
10,000
-2,101
| -17% | -$628K | 2.08% | 16 |
|
|
2021
Q3 | $3.38M | Hold |
12,101
| – | – | 2.5% | 11 |
|
|
2021
Q2 | $3.38M | Hold |
12,101
| – | – | 2.31% | 15 |
|
|
2021
Q1 | $3.09M | Buy |
+12,101
| New | +$3.09M | 2.19% | 17 |
|