Hurlow Wealth Management 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 | $3.7M | Hold |
7,607
| – | – | 1.04% | 25 |
|
2025
Q1 | $4.05M | Sell |
7,607
-100
| -1% | -$53.3K | 1.27% | 22 |
|
2024
Q4 | $3.49M | Sell |
7,707
-12
| -0.2% | -$5.44K | 1.09% | 23 |
|
2024
Q3 | $3.55M | Hold |
7,719
| – | – | 1.11% | 22 |
|
2024
Q2 | $3.14M | Buy |
7,719
+387
| +5% | +$157K | 1.08% | 22 |
|
2024
Q1 | $3.08M | Sell |
7,332
-1
| -0% | -$421 | 1.09% | 21 |
|
2023
Q4 | $2.62M | Sell |
7,333
-3
| -0% | -$1.07K | 0.99% | 23 |
|
2023
Q3 | $2.57M | Sell |
7,336
-90
| -1% | -$31.5K | 1.12% | 21 |
|
2023
Q2 | $2.53M | Sell |
7,426
-2
| -0% | -$682 | 1.08% | 21 |
|
2023
Q1 | $2.29M | Sell |
7,428
-29
| -0.4% | -$8.96K | 1.06% | 21 |
|
2022
Q4 | $2.3M | Buy |
7,457
+34
| +0.5% | +$10.5K | 1.2% | 21 |
|
2022
Q3 | $1.98M | Sell |
7,423
-142
| -2% | -$37.9K | 1.16% | 23 |
|
2022
Q2 | $2.07M | Sell |
7,565
-61
| -0.8% | -$16.7K | 1.19% | 20 |
|
2022
Q1 | $2.69M | Sell |
7,626
-331
| -4% | -$117K | 1.65% | 14 |
|
2021
Q4 | $1.81M | Buy |
7,957
+413
| +5% | +$94.1K | 1.42% | 16 |
|
2021
Q3 | $2.06M | Sell |
7,544
-128
| -2% | -$34.9K | 1.22% | 17 |
|
2021
Q2 | $2.13M | Sell |
7,672
-470
| -6% | -$131K | 1.4% | 16 |
|
2021
Q1 | $2.08M | Buy |
8,142
+57
| +0.7% | +$14.6K | 1.5% | 16 |
|
2020
Q4 | $1.88M | Sell |
8,085
-332
| -4% | -$77K | 1.47% | 16 |
|
2020
Q3 | $1.79M | Sell |
8,417
-171
| -2% | -$36.4K | 1.64% | 14 |
|
2020
Q2 | $1.58M | Buy |
8,588
+1,566
| +22% | +$288K | 1.53% | 15 |
|
2020
Q1 | $1.32M | Buy |
7,022
+115
| +2% | +$21.7K | 1.42% | 16 |
|
2019
Q4 | $1.57M | Buy |
6,907
+552
| +9% | +$126K | 1.54% | 15 |
|
2019
Q3 | $1.32M | Sell |
6,355
-867
| -12% | -$180K | 1.4% | 17 |
|
2019
Q2 | $1.53M | Sell |
7,222
-22
| -0.3% | -$4.66K | 1.61% | 14 |
|
2019
Q1 | $1.57M | Buy |
7,244
+1,379
| +24% | +$299K | 1.69% | 14 |
|
2018
Q4 | $1.18M | Buy |
+5,865
| New | +$1.18M | 1.42% | 17 |
|