Horizon Family Wealth’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 | $5M | Sell |
10,293
-8
| -0.1% | -$3.89K | 3.05% | 8 |
|
|
2025
Q1 | $5.49M | Sell |
10,301
-145
| -1% | -$77.2K | 3.66% | 7 |
|
|
2024
Q4 | $4.73M | Buy |
10,446
+7,909
| +312% | +$3.58M | 3.15% | 8 |
|
|
2024
Q3 | $1.17M | Buy |
2,537
+18
| +0.7% | +$8.29K | 0.83% | 24 |
|
|
2024
Q2 | $1.02M | Hold |
2,519
| – | – | 0.78% | 23 |
|
|
2024
Q1 | $1.06M | Buy |
2,519
+17
| +0.7% | +$7.15K | 0.82% | 24 |
|
|
2023
Q4 | $892K | Buy |
2,502
+20
| +0.8% | +$7.13K | 0.75% | 23 |
|
|
2023
Q3 | $869K | Buy |
2,482
+98
| +4% | +$34.3K | 0.84% | 21 |
|
|
2023
Q2 | $813K | Buy |
2,384
+64
| +3% | +$21.8K | 0.78% | 21 |
|
|
2023
Q1 | $716K | Buy |
2,320
+21
| +0.9% | +$6.48K | 0.76% | 22 |
|
|
2022
Q4 | $710K | Buy |
2,299
+9
| +0.4% | +$2.78K | 0.82% | 22 |
|
|
2022
Q3 | $611K | Hold |
2,290
| – | – | 0.75% | 28 |
|
|
2022
Q2 | $625K | Buy |
2,290
+13
| +0.6% | +$3.55K | 0.73% | 28 |
|
|
2022
Q1 | $804K | Buy |
2,277
+748
| +49% | +$264K | 0.8% | 30 |
|
|
2021
Q4 | $457K | Buy |
+1,529
| New | +$457K | 0.47% | 34 |
|