Investment 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 | $1.81M | Buy |
3,717
+29
| +0.8% | +$14.1K | 0.55% | 47 |
|
|
2025
Q1 | $1.96M | Buy |
3,688
+26
| +0.7% | +$13.8K | 0.66% | 38 |
|
|
2024
Q4 | $1.66M | Buy |
3,662
+248
| +7% | +$112K | 0.56% | 45 |
|
|
2024
Q3 | $1.57M | Buy |
3,414
+21
| +0.6% | +$9.67K | 0.55% | 46 |
|
|
2024
Q2 | $1.38M | Buy |
3,393
+79
| +2% | +$32.1K | 0.53% | 44 |
|
|
2024
Q1 | $1.39M | Buy |
3,314
+111
| +3% | +$46.7K | 0.58% | 43 |
|
|
2023
Q4 | $1.14M | Sell |
3,203
-20
| -0.6% | -$7.13K | 0.53% | 45 |
|
|
2023
Q3 | $1.13M | Buy |
3,223
+254
| +9% | +$89K | 0.59% | 42 |
|
|
2023
Q2 | $1.01M | Buy |
2,969
+242
| +9% | +$82.5K | 0.52% | 44 |
|
|
2023
Q1 | $842K | Buy |
2,727
+63
| +2% | +$19.5K | 0.48% | 47 |
|
|
2022
Q4 | $823K | Buy |
2,664
+375
| +16% | +$116K | 0.51% | 44 |
|
|
2022
Q3 | $611K | Sell |
2,289
-13
| -0.6% | -$3.47K | 0.42% | 51 |
|
|
2022
Q2 | $629K | Hold |
2,302
| – | – | 0.43% | 49 |
|
|
2022
Q1 | $813K | Sell |
2,302
-22
| -0.9% | -$7.77K | 0.49% | 48 |
|
|
2021
Q4 | $743K | Buy |
+2,324
| New | +$743K | 0.48% | 46 |
|