Investmark Advisory 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 | $1.24M | Hold |
2,546
| – | – | 0.58% | 43 |
|
|
2025
Q1 | $1.36M | Hold |
2,546
| – | – | 0.67% | 37 |
|
|
2024
Q4 | $1.15M | Hold |
2,546
| – | – | 0.57% | 43 |
|
|
2024
Q3 | $1.17M | Hold |
2,546
| – | – | 0.57% | 43 |
|
|
2024
Q2 | $1.04M | Hold |
2,546
| – | – | 0.55% | 43 |
|
|
2024
Q1 | $1.07M | Hold |
2,546
| – | – | 0.59% | 42 |
|
|
2023
Q4 | $908K | Hold |
2,546
| – | – | 0.53% | 44 |
|
|
2023
Q3 | $892K | Hold |
2,546
| – | – | 0.6% | 41 |
|
|
2023
Q2 | $868K | Hold |
2,546
| – | – | 0.58% | 40 |
|
|
2023
Q1 | $786K | Buy |
2,546
+14
| +0.6% | +$4.32K | 0.58% | 37 |
|
|
2022
Q4 | $782K | Buy |
2,532
+200
| +9% | +$61.8K | 0.58% | 42 |
|
|
2022
Q3 | $622K | Buy |
2,332
+490
| +27% | +$131K | 0.56% | 40 |
|
|
2022
Q2 | $502K | Hold |
1,842
| – | – | 0.5% | 39 |
|
|
2022
Q1 | $650K | Hold |
1,842
| – | – | 0.67% | 30 |
|
|
2021
Q4 | $550K | Buy |
+1,842
| New | +$550K | 0.51% | 33 |
|