Optimist Retirement 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 | $664K | Sell |
1,367
-413
| -23% | -$201K | 0.32% | 47 |
|
|
2025
Q1 | $948K | Sell |
1,780
-4
| -0.2% | -$2.13K | 0.47% | 45 |
|
|
2024
Q4 | $809K | Hold |
1,784
| – | – | 0.38% | 42 |
|
|
2024
Q3 | $821K | Hold |
1,784
| – | – | 0.37% | 47 |
|
|
2024
Q2 | $726K | Buy |
1,784
+60
| +3% | +$24.4K | 0.38% | 45 |
|
|
2024
Q1 | $725K | Buy |
1,724
+63
| +4% | +$26.5K | 0.37% | 45 |
|
|
2023
Q4 | $592K | Buy |
+1,661
| New | +$592K | 0.38% | 42 |
|