ORBA Wealth 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 |
-1,402
| Closed | -$747K | – | 78 |
|
|
2025
Q1 | $747K | Buy |
1,402
+60
| +4% | +$32K | 0.38% | 50 |
|
|
2024
Q4 | $608K | Buy |
1,342
+7
| +0.5% | +$3.17K | 0.32% | 54 |
|
|
2024
Q3 | $614K | Hold |
1,335
| – | – | 0.31% | 54 |
|
|
2024
Q2 | $543K | Buy |
1,335
+20
| +2% | +$8.14K | 0.28% | 58 |
|
|
2024
Q1 | $553K | Buy |
1,315
+367
| +39% | +$154K | 0.31% | 51 |
|
|
2023
Q4 | $338K | Buy |
+948
| New | +$338K | 0.2% | 70 |
|