Inspirion Wealth 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 | $1.46M | Sell |
3,014
-50
| -2% | -$24.3K | 0.19% | 53 |
|
|
2025
Q1 | $1.63M | Sell |
3,064
-2
| -0.1% | -$1.07K | 0.23% | 44 |
|
|
2024
Q4 | $1.39M | Sell |
3,066
-200
| -6% | -$90.6K | 0.19% | 50 |
|
|
2024
Q3 | $1.5M | Hold |
3,266
| – | – | 0.21% | 47 |
|
|
2024
Q2 | $1.33M | Buy |
3,266
+40
| +1% | +$16.3K | 0.2% | 48 |
|
|
2024
Q1 | $1.36M | Sell |
3,226
-276
| -8% | -$116K | 0.22% | 49 |
|
|
2023
Q4 | $1.27M | Buy |
3,502
+4
| +0.1% | +$1.45K | 0.23% | 47 |
|
|
2023
Q3 | $1.23M | Buy |
3,498
+165
| +5% | +$57.8K | 0.24% | 45 |
|
|
2023
Q2 | $1.14M | Buy |
3,333
+50
| +2% | +$17.1K | 0.22% | 46 |
|
|
2023
Q1 | $1.01M | Buy |
3,283
+15
| +0.5% | +$4.63K | 0.2% | 50 |
|
|
2022
Q4 | $1.01M | Sell |
3,268
-40
| -1% | -$12.4K | 0.21% | 46 |
|
|
2022
Q3 | $883K | Buy |
3,308
+18
| +0.5% | +$4.81K | 0.2% | 51 |
|
|
2022
Q2 | $898K | Sell |
3,290
-300
| -8% | -$81.9K | 0.2% | 52 |
|
|
2022
Q1 | $1.27M | Buy |
3,590
+300
| +9% | +$106K | 0.26% | 40 |
|
|
2021
Q4 | $984K | Buy |
3,290
+166
| +5% | +$49.6K | 0.21% | 47 |
|
|
2021
Q3 | $853K | Sell |
3,124
-75
| -2% | -$20.5K | 0.2% | 45 |
|
|
2021
Q2 | $889K | Hold |
3,199
| – | – | 0.22% | 43 |
|
|
2021
Q1 | $817K | Hold |
3,199
| – | – | 0.22% | 43 |
|
|
2020
Q4 | $742K | Sell |
3,199
-56
| -2% | -$13K | 0.21% | 37 |
|
|
2020
Q3 | $693K | Hold |
3,255
| – | – | 0.24% | 37 |
|
|
2020
Q2 | $581K | Buy |
3,255
+300
| +10% | +$53.5K | 0.23% | 39 |
|
|
2020
Q1 | $540K | Sell |
2,955
-354
| -11% | -$64.7K | 0.27% | 36 |
|
|
2019
Q4 | $749K | Buy |
3,309
+94
| +3% | +$21.3K | 0.25% | 34 |
|
|
2019
Q3 | $669K | Hold |
3,215
| – | – | 0.29% | 34 |
|
|
2019
Q2 | $685K | Sell |
3,215
-28
| -0.9% | -$5.97K | 0.3% | 35 |
|
|
2019
Q1 | $651K | Sell |
3,243
-33
| -1% | -$6.62K | 0.29% | 35 |
|
|
2018
Q4 | $669K | Hold |
3,276
| – | – | 0.33% | 30 |
|
|
2018
Q3 | $701K | Buy |
3,276
+44
| +1% | +$9.42K | 0.3% | 33 |
|
|
2018
Q2 | $603K | Hold |
3,232
| – | – | 0.28% | 32 |
|
|
2018
Q1 | $645K | Hold |
3,232
| – | – | 0.32% | 34 |
|
|
2017
Q4 | $641K | Buy |
3,232
+37
| +1% | +$7.34K | 0.31% | 31 |
|
|
2017
Q3 | $586K | Hold |
3,195
| – | – | 0.3% | 32 |
|
|
2017
Q2 | $541K | Sell |
3,195
-320
| -9% | -$54.2K | 0.29% | 33 |
|
|
2017
Q1 | $586K | Buy |
3,515
+280
| +9% | +$46.7K | 0.33% | 31 |
|
|
2016
Q4 | $527K | Buy |
3,235
+50
| +2% | +$8.15K | 0.33% | 31 |
|
|
2016
Q3 | $460K | Hold |
3,185
| – | – | 0.3% | 37 |
|
|
2016
Q2 | $461K | Hold |
3,185
| – | – | 0.3% | 36 |
|
|
2016
Q1 | $452K | Hold |
3,185
| – | – | 0.32% | 36 |
|
|
2015
Q4 | $421K | Hold |
3,185
| – | – | 0.31% | 38 |
|
|
2015
Q3 | $415K | Hold |
3,185
| – | – | 0.33% | 35 |
|
|
2015
Q2 | $434K | Hold |
3,185
| – | – | 0.32% | 32 |
|
|
2015
Q1 | $460K | Hold |
3,185
| – | – | 0.37% | 31 |
|
|
2014
Q4 | $478K | Buy |
+3,185
| New | +$478K | 0.44% | 29 |
|