Guardian Wealth 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 | – | Sell |
-345
| Closed | -$184K | – | 81 |
|
|
2025
Q1 | $184K | Sell |
345
-10
| -3% | -$5.33K | 0.12% | 63 |
|
|
2024
Q4 | $161K | Sell |
355
-6
| -2% | -$2.72K | 0.11% | 69 |
|
|
2024
Q3 | $166K | Sell |
361
-1
| -0.3% | -$460 | 0.12% | 67 |
|
|
2024
Q2 | $147K | Hold |
362
| – | – | 0.11% | 70 |
|
|
2024
Q1 | $152K | Sell |
362
-3
| -0.8% | -$1.26K | 0.12% | 70 |
|
|
2023
Q4 | $130K | Hold |
365
| – | – | 0.11% | 74 |
|
|
2023
Q3 | $128K | Hold |
365
| – | – | 0.12% | 76 |
|
|
2023
Q2 | $124K | Buy |
365
+184
| +102% | +$62.7K | 0.11% | 75 |
|
|
2023
Q1 | $55.9K | Hold |
181
| – | – | 0.05% | 104 |
|
|
2022
Q4 | $55.9K | Buy |
181
+11
| +6% | +$3.4K | 0.06% | 111 |
|
|
2022
Q3 | $45K | Hold |
170
| – | – | 0.05% | 113 |
|
|
2022
Q2 | $46K | Hold |
170
| – | – | 0.05% | 114 |
|
|
2022
Q1 | $60K | Hold |
170
| – | – | 0.06% | 111 |
|
|
2021
Q4 | $51K | Buy |
+170
| New | +$51K | 0.05% | 120 |
|