McCollum Christoferson 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 | $340K | Buy |
700
+100
| +17% | +$48.6K | 0.1% | 57 |
|
|
2025
Q1 | $320K | Hold |
600
| – | – | 0.1% | 59 |
|
|
2024
Q4 | $272K | Hold |
600
| – | – | 0.08% | 61 |
|
|
2024
Q3 | $276K | Hold |
600
| – | – | 0.08% | 62 |
|
|
2024
Q2 | $244K | Hold |
600
| – | – | 0.07% | 63 |
|
|
2024
Q1 | $252K | Hold |
600
| – | – | 0.07% | 58 |
|
|
2023
Q4 | $214K | Sell |
600
-180
| -23% | -$64.2K | 0.06% | 62 |
|
|
2023
Q3 | $273K | Sell |
780
-420
| -35% | -$147K | 0.08% | 59 |
|
|
2023
Q2 | $409K | Sell |
1,200
-730
| -38% | -$249K | 0.12% | 51 |
|
|
2023
Q1 | $596K | Buy |
+1,930
| New | +$596K | 0.18% | 47 |
|
|
2020
Q4 | – | Sell |
-3,597
| Closed | -$766K | – | 70 |
|
|
2020
Q3 | $766K | Buy |
+3,597
| New | +$766K | 0.22% | 48 |
|
|
2020
Q2 | – | Sell |
-1,658
| Closed | -$303K | – | 67 |
|
|
2020
Q1 | $303K | Hold |
1,658
| – | – | 0.12% | 57 |
|
|
2019
Q4 | $376K | Hold |
1,658
| – | – | 0.13% | 57 |
|
|
2019
Q3 | $344K | Hold |
1,658
| – | – | 0.12% | 57 |
|
|
2019
Q2 | $353K | Buy |
1,658
+100
| +6% | +$21.3K | 0.12% | 58 |
|
|
2019
Q1 | $313K | Buy |
+1,558
| New | +$313K | 0.12% | 60 |
|
|
2018
Q4 | – | Sell |
-932
| Closed | -$200K | – | 67 |
|
|
2018
Q3 | $200K | Buy |
+932
| New | +$200K | 0.07% | 73 |
|