Helen Stephens Group’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 | $1.59M | Buy |
3,278
+165
| +5% | +$80.2K | 0.4% | 34 |
|
|
2025
Q1 | $1.66M | Hold |
3,113
| – | – | 0.47% | 31 |
|
|
2024
Q4 | $1.41M | Sell |
3,113
-261
| -8% | -$118K | 0.42% | 34 |
|
|
2024
Q3 | $1.55M | Buy |
3,374
+45
| +1% | +$20.7K | 0.47% | 31 |
|
|
2024
Q2 | $1.35M | Sell |
3,329
-12
| -0.4% | -$4.88K | 0.47% | 31 |
|
|
2024
Q1 | $1.4M | Sell |
3,341
-129
| -4% | -$54.2K | 0.54% | 28 |
|
|
2023
Q4 | $1.24M | Buy |
3,470
+132
| +4% | +$47.1K | 0.55% | 28 |
|
|
2023
Q3 | $1.17M | Hold |
3,338
| – | – | 0.6% | 28 |
|
|
2023
Q2 | $1.14M | Buy |
3,338
+37
| +1% | +$12.6K | 0.58% | 28 |
|
|
2023
Q1 | $1.02M | Buy |
3,301
+42
| +1% | +$13K | 0.53% | 31 |
|
|
2022
Q4 | $1.01M | Sell |
3,259
-42
| -1% | -$13K | 0.6% | 29 |
|
|
2022
Q3 | $881K | Hold |
3,301
| – | – | 0.62% | 28 |
|
|
2022
Q2 | $901K | Hold |
3,301
| – | – | 0.64% | 25 |
|
|
2022
Q1 | $1.17M | Sell |
3,301
-16
| -0.5% | -$5.65K | 0.8% | 20 |
|
|
2021
Q4 | $992K | Buy |
+3,317
| New | +$992K | 0.8% | 21 |
|