HTG Investment 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 | $341K | Buy |
702
+155
| +28% | +$75.3K | 0.13% | 53 |
|
|
2025
Q1 | $291K | Sell |
547
-20
| -4% | -$10.7K | 0.12% | 55 |
|
|
2024
Q4 | $257K | Sell |
567
-353
| -38% | -$160K | 0.12% | 59 |
|
|
2024
Q3 | $423K | Hold |
920
| – | – | 0.2% | 45 |
|
|
2024
Q2 | $374K | Buy |
920
+40
| +5% | +$16.3K | 0.2% | 46 |
|
|
2024
Q1 | $370K | Sell |
880
-78
| -8% | -$32.8K | 0.21% | 45 |
|
|
2023
Q4 | $342K | Hold |
958
| – | – | 0.22% | 45 |
|
|
2023
Q3 | $336K | Sell |
958
-127
| -12% | -$44.5K | 0.27% | 43 |
|
|
2023
Q2 | $370K | Buy |
1,085
+90
| +9% | +$30.7K | 0.31% | 40 |
|
|
2023
Q1 | $307K | Hold |
995
| – | – | 0.28% | 41 |
|
|
2022
Q4 | $307K | Buy |
+995
| New | +$307K | 0.31% | 40 |
|