Mason & Associates (California)’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 | $7.74M | Buy |
15,926
+669
| +4% | +$325K | 1.79% | 15 |
|
2025
Q1 | $8.13M | Buy |
15,257
+392
| +3% | +$209K | 2.02% | 13 |
|
2024
Q4 | $6.74M | Buy |
14,865
+2,692
| +22% | +$1.22M | 1.59% | 14 |
|
2024
Q3 | $5.6M | Sell |
12,173
-70
| -0.6% | -$32.2K | 1.4% | 16 |
|
2024
Q2 | $4.98M | Buy |
12,243
+771
| +7% | +$314K | 1.32% | 18 |
|
2024
Q1 | $4.82M | Buy |
11,472
+1,911
| +20% | +$804K | 1.29% | 19 |
|
2023
Q4 | $3.41M | Sell |
9,561
-68
| -0.7% | -$24.3K | 1% | 15 |
|
2023
Q3 | $3.37M | Buy |
9,629
+4,686
| +95% | +$1.64M | 1.08% | 16 |
|
2023
Q2 | $1.69M | Buy |
4,943
+1,062
| +27% | +$362K | 0.5% | 24 |
|
2023
Q1 | $1.2M | Buy |
3,881
+402
| +12% | +$124K | 0.37% | 28 |
|
2022
Q4 | $1.07M | Buy |
3,479
+157
| +5% | +$48.5K | 0.34% | 27 |
|
2022
Q3 | $887K | Buy |
3,322
+131
| +4% | +$35K | 0.31% | 28 |
|
2022
Q2 | $871K | Buy |
3,191
+408
| +15% | +$111K | 0.31% | 34 |
|
2022
Q1 | $982K | Buy |
2,783
+1,620
| +139% | +$572K | 0.3% | 41 |
|
2021
Q4 | $348K | Buy |
+1,163
| New | +$348K | 0.11% | 69 |
|