JMG 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 | $2.06M | Sell |
4,242
-30
| -0.7% | -$14.6K | 0.06% | 51 |
|
|
2025
Q1 | $2.28M | Buy |
4,272
+342
| +9% | +$182K | 0.08% | 50 |
|
|
2024
Q4 | $1.78M | Hold |
3,930
| – | – | 0.06% | 52 |
|
|
2024
Q3 | $1.81M | Sell |
3,930
-2
| -0.1% | -$921 | 0.06% | 52 |
|
|
2024
Q2 | $1.6M | Hold |
3,932
| – | – | 0.06% | 52 |
|
|
2024
Q1 | $1.65M | Buy |
3,932
+102
| +3% | +$42.9K | 0.06% | 53 |
|
|
2023
Q4 | $1.37M | Hold |
3,830
| – | – | 0.06% | 58 |
|
|
2023
Q3 | $1.34M | Sell |
3,830
-41
| -1% | -$14.4K | 0.06% | 56 |
|
|
2023
Q2 | $1.32M | Sell |
3,871
-200
| -5% | -$68.2K | 0.06% | 56 |
|
|
2023
Q1 | $1.26M | Sell |
4,071
-200
| -5% | -$61.8K | 0.06% | 55 |
|
|
2022
Q4 | $1.32M | Sell |
4,271
-775
| -15% | -$239K | 0.07% | 52 |
|
|
2022
Q3 | $1.35M | Sell |
5,046
-20
| -0.4% | -$5.34K | 0.09% | 45 |
|
|
2022
Q2 | $1.38M | Buy |
+5,066
| New | +$1.38M | 0.09% | 45 |
|
|
2020
Q3 | – | Sell |
-3,680
| Closed | -$657K | – | 71 |
|
|
2020
Q2 | $657K | Sell |
3,680
-2,000
| -35% | -$357K | 0.06% | 49 |
|
|
2020
Q1 | $1.04M | Buy |
+5,680
| New | +$1.04M | 0.11% | 43 |
|