Guardian Wealth Advisors (North Carolina)’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 | $12.7M | Buy |
26,160
+4,108
| +19% | +$2M | 0.89% | 25 |
|
|
2025
Q1 | $11.7M | Buy |
22,052
+1,101
| +5% | +$586K | 0.94% | 25 |
|
|
2024
Q4 | $9.5M | Buy |
20,951
+8,075
| +63% | +$3.66M | 0.75% | 31 |
|
|
2024
Q3 | $5.93M | Sell |
12,876
-97
| -0.7% | -$44.6K | 0.63% | 26 |
|
|
2024
Q2 | $5.28M | Sell |
12,973
-861
| -6% | -$350K | 0.62% | 30 |
|
|
2024
Q1 | $5.82M | Buy |
13,834
+3,108
| +29% | +$1.31M | 0.71% | 25 |
|
|
2023
Q4 | $3.83M | Buy |
10,726
+63
| +0.6% | +$22.5K | 0.58% | 31 |
|
|
2023
Q3 | $3.74M | Buy |
10,663
+1,116
| +12% | +$391K | 0.64% | 28 |
|
|
2023
Q2 | $3.26M | Buy |
9,547
+788
| +9% | +$269K | 0.56% | 25 |
|
|
2023
Q1 | $2.7M | Buy |
8,759
+440
| +5% | +$136K | 0.47% | 23 |
|
|
2022
Q4 | $2.57M | Sell |
8,319
-35
| -0.4% | -$10.8K | 0.49% | 24 |
|
|
2022
Q3 | $2.23M | Sell |
8,354
-51
| -0.6% | -$13.6K | 0.42% | 25 |
|
|
2022
Q2 | $2.3M | Buy |
+8,405
| New | +$2.3M | 0.42% | 24 |
|