HAFS
Hapanowicz & Associates Financial Services’s Berkshire Hathaway Class B BRK.B Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $692K | Sell |
1,424
-7
| -0.5% | -$3.4K | 0.35% | 13 |
|
2025
Q1 | $762K | Hold |
1,431
| – | – | 0.42% | 13 |
|
2024
Q4 | $649K | Hold |
1,431
| – | – | 0.33% | 15 |
|
2024
Q3 | $659K | Buy |
1,431
+24
| +2% | +$11K | 0.33% | 15 |
|
2024
Q2 | $572K | Hold |
1,407
| – | – | 0.33% | 17 |
|
2024
Q1 | $592K | Hold |
1,407
| – | – | 0.34% | 18 |
|
2023
Q4 | $502K | Hold |
1,407
| – | – | 0.31% | 19 |
|
2023
Q3 | $493K | Hold |
1,407
| – | – | 0.35% | 19 |
|
2023
Q2 | $480K | Hold |
1,407
| – | – | 0.32% | 17 |
|
2023
Q1 | $434K | Hold |
1,407
| – | – | 0.3% | 16 |
|
2022
Q4 | $435K | Sell |
1,407
-145
| -9% | -$44.8K | 0.32% | 16 |
|
2022
Q3 | $414K | Hold |
1,552
| – | – | 0.38% | 14 |
|
2022
Q2 | $424K | Hold |
1,552
| – | – | 0.33% | 18 |
|
2022
Q1 | $548K | Buy |
1,552
+7
| +0.5% | +$2.47K | 0.25% | 15 |
|
2021
Q4 | $462K | Hold |
1,545
| – | – | 0.21% | 17 |
|
2021
Q3 | $422K | Hold |
1,545
| – | – | 0.18% | 19 |
|
2021
Q2 | $429K | Hold |
1,545
| – | – | 0.19% | 18 |
|
2021
Q1 | $395K | Buy |
+1,545
| New | +$395K | 0.19% | 17 |
|