Herold Advisors’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 | $2.83M | Sell |
5,829
-1,271
| -18% | -$617K | 0.59% | 44 |
|
|
2025
Q1 | $3.78M | Sell |
7,100
-864
| -11% | -$460K | 0.83% | 29 |
|
|
2024
Q4 | $3.61M | Buy |
7,964
+880
| +12% | +$399K | 0.79% | 29 |
|
|
2024
Q3 | $3.26M | Buy |
7,084
+696
| +11% | +$320K | 0.71% | 34 |
|
|
2024
Q2 | $2.6M | Buy |
6,388
+350
| +6% | +$142K | 0.6% | 47 |
|
|
2024
Q1 | $2.54M | Buy |
6,038
+3,063
| +103% | +$1.29M | 0.61% | 45 |
|
|
2023
Q4 | $1.06M | Buy |
2,975
+31
| +1% | +$11.1K | 0.29% | 99 |
|
|
2023
Q3 | $1.03M | Buy |
2,944
+8
| +0.3% | +$2.8K | 0.31% | 93 |
|
|
2023
Q2 | $1M | Buy |
2,936
+433
| +17% | +$148K | 0.31% | 94 |
|
|
2023
Q1 | $773K | Sell |
2,503
-447
| -15% | -$138K | 0.27% | 104 |
|
|
2022
Q4 | $911K | Hold |
2,950
| – | – | 0.39% | 81 |
|
|
2022
Q3 | $787K | Buy |
2,950
+100
| +4% | +$26.7K | 0.38% | 86 |
|
|
2022
Q2 | $778K | Hold |
2,850
| – | – | 0.35% | 90 |
|
|
2022
Q1 | $1.01M | Hold |
2,850
| – | – | 0.36% | 87 |
|
|
2021
Q4 | $852K | Sell |
2,850
-200
| -7% | -$59.8K | 0.33% | 98 |
|
|
2021
Q3 | $832K | Buy |
+3,050
| New | +$832K | 0.32% | 90 |
|