Jackson Grant Investment Advisers’s Berkshire Hathaway Class B BRK.B Stock Holding History

Jackson Grant Investment Advisers’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.79M	Hold	3,680	–	–	0.66%	27
2025 Q1	$1.96M	Sell	3,680 -250	-6%	-$133K	0.76%	25
2024 Q4	$1.78M	Sell	3,930 -16	-0.4%	-$7.25K	0.69%	26
2024 Q3	$1.82M	Hold	3,946	–	–	0.68%	26
2024 Q2	$1.61M	Sell	3,946 -142	-3%	-$57.8K	0.65%	27
2024 Q1	$1.72M	Hold	4,088	–	–	0.7%	27
2023 Q4	$1.46M	Hold	4,088	–	–	0.65%	27
2023 Q3	$1.43M	Hold	4,088	–	–	0.69%	28
2023 Q2	$1.39M	Hold	4,088	–	–	0.65%	28
2023 Q1	$1.26M	Buy	4,088 +138	+3%	+$42.6K	0.59%	32
2022 Q4	$1.22M	Hold	3,950	–	–	0.59%	32
2022 Q3	$1.06M	Hold	3,950	–	–	0.55%	33
2022 Q2	$1.08M	Hold	3,950	–	–	0.53%	33
2022 Q1	$1.39M	Hold	3,950	–	–	0.59%	27
2021 Q4	$1.18M	Hold	3,950	–	–	0.6%	27
2021 Q3	$1.08M	Buy	3,950 +160	+4%	+$43.7K	0.48%	35
2021 Q2	$1.05M	Buy	3,790 +5	+0.1%	+$1.39K	0.46%	37
2021 Q1	$967K	Buy	3,785 +40	+1%	+$10.2K	0.44%	37
2020 Q4	$868K	Hold	3,745	–	–	0.44%	36
2020 Q3	$797K	Hold	3,745	–	–	0.48%	34
2020 Q2	$669K	Hold	3,745	–	–	0.43%	37
2020 Q1	$685K	Sell	3,745 -695	-16%	-$127K	0.51%	33
2019 Q4	$1.01M	Sell	4,440 -164	-4%	-$37.2K	0.54%	30
2019 Q3	$958K	Hold	4,604	–	–	0.54%	30
2019 Q2	$981K	Hold	4,604	–	–	0.57%	30
2019 Q1	$925K	Sell	4,604 -405	-8%	-$81.4K	0.56%	30
2018 Q4	$1.02M	Buy	5,009 +164	+3%	+$33.5K	0.72%	26
2018 Q3	$1.04M	Hold	4,845	–	–	0.65%	28
2018 Q2	$904K	Hold	4,845	–	–	0.62%	28
2018 Q1	$966K	Buy	4,845 +49	+1%	+$9.77K	0.68%	28
2017 Q4	$951K	Buy	4,796 +1,050	+28%	+$208K	0.64%	27
2017 Q3	$687K	Buy	3,746 +1,271	+51%	+$233K	0.5%	32
2017 Q2	$419K	Hold	2,475	–	–	0.33%	41
2017 Q1	$413K	Buy	2,475 +266	+12%	+$44.4K	0.33%	41
2016 Q4	$360K	Hold	2,209	–	–	0.31%	44
2016 Q3	$319K	Hold	2,209	–	–	0.26%	45
2016 Q2	$320K	Hold	2,209	–	–	0.28%	40
2016 Q1	$313K	Buy	2,209 +425	+24%	+$60.2K	0.29%	42
2015 Q4	$236K	Buy	+1,784	New	+$236K	0.22%	52