JDM Financial 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 | $360K | Hold |
742
| – | – | 0.17% | 45 |
|
|
2025
Q1 | $395K | Sell |
742
-31
| -4% | -$16.5K | 0.2% | 39 |
|
|
2024
Q4 | $350K | Sell |
773
-66
| -8% | -$29.9K | 0.18% | 40 |
|
|
2024
Q3 | $386K | Buy |
839
+93
| +12% | +$42.8K | 0.21% | 35 |
|
|
2024
Q2 | $303K | Hold |
746
| – | – | 0.21% | 37 |
|
|
2024
Q1 | $314K | Buy |
746
+204
| +38% | +$85.8K | 0.23% | 36 |
|
|
2023
Q4 | $193K | Hold |
542
| – | – | 0.16% | 38 |
|
|
2023
Q3 | $190K | Sell |
542
-204
| -27% | -$71.5K | 0.18% | 36 |
|
|
2023
Q2 | $254K | Sell |
746
-125
| -14% | -$42.6K | 0.22% | 34 |
|
|
2023
Q1 | $269K | Sell |
871
-75
| -8% | -$23.2K | 0.25% | 30 |
|
|
2022
Q4 | $292K | Buy |
+946
| New | +$292K | 0.28% | 26 |
|