Heritage Investment 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 | $2.48M | Sell |
5,107
-504
| -9% | -$245K | 0.43% | 24 |
|
|
2025
Q1 | $2.92M | Sell |
5,611
-522
| -9% | -$271K | 0.55% | 22 |
|
|
2024
Q4 | $5.28M | Buy |
6,133
+3,463
| +130% | +$2.98M | 0.99% | 17 |
|
|
2024
Q3 | $3.81M | Sell |
2,670
-1,767
| -40% | -$2.52M | 0.72% | 19 |
|
|
2024
Q2 | $1.81M | Hold |
4,437
| – | – | 0.37% | 25 |
|
|
2024
Q1 | $1.87M | Sell |
4,437
-682
| -13% | -$287K | 0.38% | 24 |
|
|
2023
Q4 | $3.85M | Buy |
5,119
+400
| +8% | +$301K | 0.86% | 16 |
|
|
2023
Q3 | $3.64M | Buy |
4,719
+2,482
| +111% | +$1.91M | 0.99% | 15 |
|
|
2023
Q2 | $763K | Sell |
2,237
-2,479
| -53% | -$846K | 0.21% | 36 |
|
|
2023
Q1 | $1.46M | Buy |
4,716
+2,435
| +107% | +$752K | 0.44% | 18 |
|
|
2022
Q4 | $705K | Sell |
2,281
-400
| -15% | -$124K | 0.22% | 32 |
|
|
2022
Q3 | $716K | Buy |
2,681
+400
| +18% | +$107K | 0.44% | 28 |
|
|
2022
Q2 | $623K | Hold |
2,281
| – | – | 0.36% | 31 |
|
|
2022
Q1 | $805K | Sell |
2,281
-114
| -5% | -$40.2K | 0.58% | 25 |
|
|
2021
Q4 | $716K | Buy |
+2,395
| New | +$716K | 0.56% | 29 |
|