Guardian Wealth Advisors (Minnesota)’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 | $298K | Sell |
613
-6
| -1% | -$2.92K | 0.18% | 54 |
|
|
2025
Q1 | $330K | Hold |
619
| – | – | 0.21% | 57 |
|
|
2024
Q4 | $281K | Sell |
619
-10
| -2% | -$4.53K | 0.18% | 60 |
|
|
2024
Q3 | $290K | Hold |
629
| – | – | 0.18% | 63 |
|
|
2024
Q2 | $256K | Hold |
629
| – | – | 0.17% | 64 |
|
|
2024
Q1 | $265K | Sell |
629
-20
| -3% | -$8.41K | 0.17% | 67 |
|
|
2023
Q4 | $231K | Sell |
649
-5
| -0.8% | -$1.78K | 0.16% | 68 |
|
|
2023
Q3 | $229K | Sell |
654
-20
| -3% | -$7.01K | 0.18% | 61 |
|
|
2023
Q2 | $230K | Hold |
674
| – | – | 0.17% | 64 |
|
|
2023
Q1 | $208K | Hold |
674
| – | – | 0.16% | 66 |
|
|
2022
Q4 | $208K | Buy |
+674
| New | +$208K | 0.18% | 63 |
|
|
2022
Q2 | – | Sell |
-654
| Closed | -$231K | – | 64 |
|
|
2022
Q1 | $231K | Sell |
654
-50
| -7% | -$17.7K | 0.19% | 60 |
|
|
2021
Q4 | $210K | Buy |
+704
| New | +$210K | 0.17% | 66 |
|
|
2021
Q3 | – | Sell |
-756
| Closed | -$210K | – | 64 |
|
|
2021
Q2 | $210K | Buy |
+756
| New | +$210K | 0.18% | 65 |
|