Journey 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 | $3.47M | Sell |
7,137
-332
| -4% | -$161K | 0.27% | 90 |
|
|
2025
Q1 | $3.98M | Sell |
7,469
-649
| -8% | -$346K | 0.33% | 79 |
|
|
2024
Q4 | $3.3M | Hold |
8,118
| – | – | 0.4% | 64 |
|
|
2024
Q3 | $3.3M | Hold |
8,118
| – | – | 0.4% | 64 |
|
|
2024
Q2 | $3.3M | Sell |
8,118
-173
| -2% | -$70.4K | 0.39% | 65 |
|
|
2024
Q1 | $3.49M | Sell |
8,291
-603
| -7% | -$254K | 0.43% | 63 |
|
|
2023
Q4 | $3.17M | Sell |
8,894
-450
| -5% | -$160K | 0.43% | 65 |
|
|
2023
Q3 | $3.27M | Buy |
9,344
+131
| +1% | +$45.9K | 0.49% | 63 |
|
|
2023
Q2 | $3.14M | Sell |
9,213
-266
| -3% | -$90.7K | 0.47% | 65 |
|
|
2023
Q1 | $2.93M | Buy |
9,479
+2,174
| +30% | +$671K | 0.46% | 62 |
|
|
2022
Q4 | $2.26M | Sell |
7,305
-1,220
| -14% | -$377K | 0.56% | 52 |
|
|
2022
Q3 | $2.28M | Buy |
8,525
+791
| +10% | +$211K | 0.58% | 46 |
|
|
2022
Q2 | $2.29M | Buy |
7,734
+10
| +0.1% | +$2.96K | 0.53% | 50 |
|
|
2022
Q1 | $2.73M | Buy |
7,724
+575
| +8% | +$203K | 0.69% | 33 |
|
|
2021
Q4 | $2.14M | Sell |
7,149
-965
| -12% | -$289K | 0.59% | 45 |
|
|
2021
Q3 | $2.22M | Sell |
8,114
-3,391
| -29% | -$926K | 0.72% | 33 |
|
|
2021
Q2 | $3.2M | Sell |
11,505
-111
| -1% | -$30.8K | 1.02% | 26 |
|
|
2021
Q1 | $2.97M | Buy |
11,616
+325
| +3% | +$83K | 1.04% | 24 |
|
|
2020
Q4 | $2.62M | Buy |
+11,291
| New | +$2.62M | 0.98% | 28 |
|