Halpern Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.35M | Sell |
2,953
-148
| -5% | -$67.6K | 0.35% | 30 |
|
|
2024
Q2 | $1.26M | Buy |
3,101
+37
| +1% | +$15.1K | 0.35% | 30 |
|
|
2024
Q1 | $1.29M | Hold |
3,064
| – | – | 0.37% | 29 |
|
|
2023
Q4 | $1.12M | Buy |
3,064
+3,034
| +10,113% | +$1.11M | 0.35% | 29 |
|
|
2023
Q3 | $10.5K | Hold |
30
| – | – | ﹤0.01% | 155 |
|
|
2023
Q2 | $10.2K | Hold |
30
| – | – | ﹤0.01% | 152 |
|
|
2023
Q1 | $9.26K | Hold |
30
| – | – | ﹤0.01% | 133 |
|
|
2022
Q4 | $9.27K | Sell |
30
-43
| -59% | -$13.3K | ﹤0.01% | 139 |
|
|
2022
Q3 | $19.5K | Buy |
73
+9
| +14% | +$2.4K | 0.01% | 116 |
|
|
2022
Q2 | $17.5K | Sell |
64
-41
| -39% | -$11.2K | 0.01% | 130 |
|
|
2022
Q1 | $37.1K | Hold |
105
| – | – | 0.01% | 107 |
|
|
2021
Q4 | $31.4K | Buy |
105
+10
| +11% | +$2.99K | 0.01% | 108 |
|
|
2021
Q3 | $25.9K | Sell |
95
-25
| -21% | -$6.82K | 0.01% | 104 |
|
|
2021
Q2 | $33.4K | Buy |
120
+25
| +26% | +$6.95K | 0.02% | 79 |
|
|
2021
Q1 | $24.3K | Buy |
+95
| New | +$24.3K | 0.01% | 88 |
|