M3 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 | $547K | Sell |
1,126
-67
| -6% | -$32.6K | 0.38% | 51 |
|
|
2025
Q1 | $636K | Sell |
1,193
-205
| -15% | -$109K | 0.5% | 40 |
|
|
2024
Q4 | $634K | Buy |
1,398
+23
| +2% | +$10.4K | 0.45% | 46 |
|
|
2024
Q3 | $633K | Buy |
1,375
+36
| +3% | +$16.6K | 0.46% | 46 |
|
|
2024
Q2 | $545K | Buy |
1,339
+114
| +9% | +$46.4K | 0.45% | 48 |
|
|
2024
Q1 | $515K | Buy |
1,225
+360
| +42% | +$151K | 0.47% | 47 |
|
|
2023
Q4 | $309K | Buy |
+865
| New | +$309K | 0.36% | 65 |
|