Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $452K | Sell |
998
-3,382
| -77% | -$1.53M | 0.34% | 47 |
|
|
2024
Q3 | $2.02M | Sell |
4,380
-1,606
| -27% | -$739K | 0.59% | 32 |
|
|
2024
Q2 | $2.44M | Sell |
5,986
-386
| -6% | -$157K | 0.68% | 28 |
|
|
2024
Q1 | $2.68M | Buy |
6,372
+126
| +2% | +$53K | 0.8% | 25 |
|
|
2023
Q4 | $2.23M | Buy |
6,246
+433
| +7% | +$154K | 0.73% | 29 |
|
|
2023
Q3 | $2.04M | Buy |
+5,813
| New | +$2.04M | 0.73% | 27 |
|
|
2023
Q1 | $1.89M | Buy |
6,118
+592
| +11% | +$183K | 0.72% | 25 |
|
|
2022
Q4 | $1.71M | Sell |
5,526
-161
| -3% | -$49.7K | 2.55% | 7 |
|
|
2022
Q3 | $1.52M | Buy |
5,687
+281
| +5% | +$75K | 0.63% | 32 |
|
|
2022
Q2 | $1.48M | Buy |
5,406
+315
| +6% | +$86K | 0.66% | 38 |
|
|
2022
Q1 | $1.8M | Buy |
5,091
+45
| +0.9% | +$15.9K | 0.72% | 33 |
|
|
2021
Q4 | $1.51M | Buy |
+5,046
| New | +$1.51M | 0.56% | 44 |
|