Houlihan Financial Resource 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 | $668K | Buy |
1,402
+340
| +32% | +$162K | 0.28% | 62 |
|
|
2025
Q1 | $566K | Buy |
1,062
+30
| +3% | +$16K | 0.25% | 63 |
|
|
2024
Q4 | $468K | Hold |
1,032
| – | – | 0.2% | 72 |
|
|
2024
Q3 | $475K | Buy |
1,032
+75
| +8% | +$34.5K | 0.2% | 74 |
|
|
2024
Q2 | $389K | Hold |
957
| – | – | 0.27% | 48 |
|
|
2024
Q1 | $402K | Sell |
957
-68
| -7% | -$28.6K | 0.18% | 78 |
|
|
2023
Q4 | $366K | Buy |
1,025
+68
| +7% | +$24.3K | 0.18% | 77 |
|
|
2023
Q3 | $327K | Buy |
+957
| New | +$327K | 0.18% | 76 |
|
|
2023
Q2 | – | Sell |
-957
| Closed | -$295K | – | 142 |
|
|
2023
Q1 | $295K | Sell |
957
-68
| -7% | -$21K | 0.16% | 79 |
|
|
2022
Q4 | $315K | Buy |
1,025
+68
| +7% | +$20.9K | 0.18% | 77 |
|
|
2022
Q3 | $291K | Buy |
+957
| New | +$291K | 0.18% | 70 |
|
|
2020
Q3 | $285K | Buy |
+1,252
| New | +$285K | 0.16% | 83 |
|
|
2020
Q1 | $618K | Hold |
3,382
| – | – | 0.54% | 45 |
|
|
2019
Q4 | $766K | Buy |
+3,382
| New | +$766K | 0.5% | 48 |
|