OFA
Oak Family Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Sell |
8,572
-473
| -5% | -$230K | 1.31% | 26 |
|
|
2025
Q1 | $4.82M | Sell |
9,045
-1,892
| -17% | -$1.01M | 1.62% | 17 |
|
|
2024
Q4 | $4.96M | Sell |
10,937
-85
| -0.8% | -$38.5K | 1.8% | 20 |
|
|
2024
Q3 | $5.07M | Sell |
11,022
-80
| -0.7% | -$36.8K | 1.56% | 19 |
|
|
2024
Q2 | $4.52M | Sell |
11,102
-76
| -0.7% | -$30.9K | 1.55% | 21 |
|
|
2024
Q1 | $4.7M | Sell |
11,178
-6,504
| -37% | -$2.74M | 1.81% | 20 |
|
|
2023
Q4 | $6.31M | Sell |
17,682
-297
| -2% | -$106K | 2.65% | 9 |
|
|
2023
Q3 | $6.3M | Buy |
17,979
+1,147
| +7% | +$402K | 2.98% | 9 |
|
|
2023
Q2 | $5.74M | Sell |
16,832
-558
| -3% | -$190K | 2.72% | 12 |
|
|
2023
Q1 | $5.37M | Buy |
17,390
+129
| +0.7% | +$39.8K | 2.65% | 12 |
|
|
2022
Q4 | $5.33M | Buy |
17,261
+2,463
| +17% | +$761K | 2.85% | 8 |
|
|
2022
Q3 | $3.95M | Buy |
14,798
+13,652
| +1,191% | +$3.65M | 2.11% | 10 |
|
|
2022
Q2 | $313K | Hold |
1,146
| – | – | 0.16% | 91 |
|
|
2022
Q1 | $404K | Buy |
1,146
+20
| +2% | +$7.05K | 0.16% | 89 |
|
|
2021
Q4 | $337K | Buy |
1,126
+1
| +0.1% | +$299 | 0.13% | 108 |
|
|
2021
Q3 | $307K | Buy |
1,125
+6
| +0.5% | +$1.64K | 0.11% | 110 |
|
|
2021
Q2 | $311K | Sell |
1,119
-97
| -8% | -$27K | 0.13% | 80 |
|
|
2021
Q1 | $311K | Buy |
1,216
+10
| +0.8% | +$2.56K | 0.14% | 78 |
|
|
2020
Q4 | $280K | Buy |
+1,206
| New | +$280K | 0.14% | 84 |
|