Novak & Powell Financial Services’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 | $2.2M | Sell |
4,519
-3,169
| -41% | -$1.54M | 1.52% | 16 |
|
|
2025
Q1 | $4.09M | Sell |
7,688
-340
| -4% | -$181K | 2.55% | 8 |
|
|
2024
Q4 | $3.64M | Buy |
8,028
+52
| +0.7% | +$23.6K | 2.17% | 9 |
|
|
2024
Q3 | $3.67M | Sell |
7,976
-88
| -1% | -$40.5K | 2.13% | 10 |
|
|
2024
Q2 | $3.28M | Buy |
8,064
+289
| +4% | +$118K | 2.04% | 10 |
|
|
2024
Q1 | $1.78M | Sell |
7,775
-96
| -1% | -$22K | 1.33% | 17 |
|
|
2023
Q4 | $2.81M | Buy |
+7,871
| New | +$2.81M | 1.87% | 12 |
|