Holistic Financial Partners’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 | $673K | Buy |
1,386
+233
| +20% | +$113K | 0.29% | 44 |
|
|
2025
Q1 | $614K | Buy |
1,153
+39
| +4% | +$20.8K | 0.3% | 44 |
|
|
2024
Q4 | $505K | Buy |
1,114
+109
| +11% | +$49.4K | 0.25% | 52 |
|
|
2024
Q3 | $463K | Sell |
1,005
-65
| -6% | -$29.9K | 0.22% | 55 |
|
|
2024
Q2 | $435K | Buy |
1,070
+91
| +9% | +$37K | 0.22% | 56 |
|
|
2024
Q1 | $412K | Buy |
979
+72
| +8% | +$30.3K | 0.21% | 63 |
|
|
2023
Q4 | $323K | Buy |
+907
| New | +$323K | 0.19% | 70 |
|
|
2020
Q1 | – | Sell |
-1,093
| Closed | -$248K | – | 96 |
|
|
2019
Q4 | $248K | Buy |
+1,093
| New | +$248K | 0.15% | 88 |
|
|
2018
Q2 | – | Sell |
-517
| Closed | -$103K | – | 80 |
|
|
2018
Q1 | $103K | Buy |
517
+9
| +2% | +$1.79K | 0.09% | 109 |
|
|
2017
Q4 | $101K | Buy |
+508
| New | +$101K | 0.08% | 113 |
|