Northstar 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
Q1
Sell
-7,063
Closed -$3.2M 96
2024
Q4
$3.2M Sell
7,063
-2,019
-22% -$915K 1.63% 17
2024
Q3
$4.18M Buy
+9,082
New +$4.18M 2.17% 10
2023
Q1
Sell
-859
Closed -$265K 83
2022
Q4
$265K Sell
859
-134
-13% -$41.4K 0.21% 80
2022
Q3
$265K Sell
993
-381
-28% -$102K 0.24% 67
2022
Q2
$375K Sell
1,374
-250
-15% -$68.2K 0.28% 52
2022
Q1
$573K Sell
1,624
-2,985
-65% -$1.05M 0.37% 58
2021
Q4
$1.38M Buy
4,609
+2,724
+145% +$814K 0.82% 27
2021
Q3
$514K Sell
1,885
-3,929
-68% -$1.07M 0.5% 32
2021
Q2
$1.62M Buy
5,814
+415
+8% +$115K 1.01% 32
2021
Q1
$1.38M Sell
5,399
-109
-2% -$27.8K 1.05% 28
2020
Q4
$1.28M Buy
+5,508
New +$1.28M 1.07% 22