Jentner Corp’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 | $803K | Hold |
1,653
| – | – | 0.22% | 27 |
|
|
2025
Q1 | $880K | Hold |
1,653
| – | – | 0.26% | 23 |
|
|
2024
Q4 | $749K | Hold |
1,653
| – | – | 0.22% | 29 |
|
|
2024
Q3 | $761K | Hold |
1,653
| – | – | 0.23% | 29 |
|
|
2024
Q2 | $672K | Sell |
1,653
-548
| -25% | -$223K | 0.22% | 28 |
|
|
2024
Q1 | $926K | Hold |
2,201
| – | – | 0.33% | 22 |
|
|
2023
Q4 | $785K | Hold |
2,201
| – | – | 0.3% | 26 |
|
|
2023
Q3 | $771K | Buy |
2,201
+300
| +16% | +$105K | 0.48% | 22 |
|
|
2023
Q2 | $648K | Hold |
1,901
| – | – | 0.4% | 28 |
|
|
2023
Q1 | $587K | Hold |
1,901
| – | – | 0.4% | 26 |
|
|
2022
Q4 | $587K | Buy |
1,901
+548
| +41% | +$169K | 0.43% | 25 |
|
|
2022
Q3 | $361K | Hold |
1,353
| – | – | 0.29% | 27 |
|
|
2022
Q2 | $369K | Hold |
1,353
| – | – | 0.28% | 28 |
|
|
2022
Q1 | $477K | Buy |
+1,353
| New | +$477K | 0.35% | 23 |
|
|
2019
Q4 | – | Sell |
-1,203
| Closed | -$250K | – | 36 |
|
|
2019
Q3 | $250K | Buy |
+1,203
| New | +$250K | 0.2% | 31 |
|