Orin Green Financial’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 | $570K | Hold |
1,173
| – | – | 0.24% | 53 |
|
|
2025
Q1 | $595K | Buy |
+1,173
| New | +$595K | 0.28% | 46 |
|
|
2024
Q4 | – | Sell |
-1,226
| Closed | -$564K | – | 51 |
|
|
2024
Q3 | $564K | Buy |
1,226
+50
| +4% | +$23K | 0.24% | 51 |
|
|
2024
Q2 | $478K | Hold |
1,176
| – | – | 0.22% | 51 |
|
|
2024
Q1 | $495K | Hold |
1,176
| – | – | 0.23% | 50 |
|
|
2023
Q4 | $419K | Hold |
1,176
| – | – | 0.21% | 54 |
|
|
2023
Q3 | $412K | Hold |
1,176
| – | – | 0.23% | 50 |
|
|
2023
Q2 | $401K | Hold |
1,176
| – | – | 0.21% | 49 |
|
|
2023
Q1 | $363K | Hold |
1,176
| – | – | 0.2% | 50 |
|
|
2022
Q4 | $363K | Hold |
1,176
| – | – | 0.21% | 49 |
|
|
2022
Q3 | $315K | Hold |
1,176
| – | – | 0.2% | 50 |
|
|
2022
Q2 | $326K | Hold |
1,176
| – | – | 0.2% | 51 |
|
|
2022
Q1 | $415K | Hold |
1,176
| – | – | 0.27% | 46 |
|
|
2021
Q4 | $376K | Hold |
1,176
| – | – | 0.27% | 42 |
|
|
2021
Q3 | $321K | Hold |
1,176
| – | – | 0.22% | 53 |
|
|
2021
Q2 | $327K | Buy |
1,176
+388
| +49% | +$108K | 0.23% | 51 |
|
|
2021
Q1 | $201K | Buy |
+788
| New | +$201K | 0.16% | 62 |
|