Northwest Financial Advisors’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 | – | Sell |
-978
| Closed | -$521K | – | 99 |
|
|
2025
Q1 | $521K | Hold |
978
| – | – | 0.43% | 56 |
|
|
2024
Q4 | $443K | Buy |
978
+183
| +23% | +$83K | 0.37% | 64 |
|
|
2024
Q3 | $366K | Sell |
795
-66
| -8% | -$30.4K | 0.29% | 66 |
|
|
2024
Q2 | $350K | Buy |
861
+10
| +1% | +$4.07K | 0.36% | 65 |
|
|
2024
Q1 | $358K | Hold |
851
| – | – | 0.39% | 63 |
|
|
2023
Q4 | $304K | Buy |
+851
| New | +$304K | 0.26% | 66 |
|