Oxford Financial 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 | $10.2M | Buy |
21,016
+6
| +0% | +$2.92K | 0.61% | 24 |
|
|
2025
Q1 | $11.2M | Sell |
21,010
-1,434
| -6% | -$764K | 0.78% | 21 |
|
|
2024
Q4 | $10.2M | Sell |
22,444
-6,767
| -23% | -$3.07M | 0.66% | 24 |
|
|
2024
Q3 | $13.4M | Sell |
29,211
-175
| -0.6% | -$80.5K | 0.85% | 21 |
|
|
2024
Q2 | $12M | Buy |
29,386
+3,644
| +14% | +$1.48M | 0.79% | 22 |
|
|
2024
Q1 | $10.8M | Sell |
25,742
-4,736
| -16% | -$1.99M | 0.75% | 21 |
|
|
2023
Q4 | $10.9M | Buy |
30,478
+3,836
| +14% | +$1.37M | 0.8% | 21 |
|
|
2023
Q3 | $9.33M | Buy |
26,642
+3,335
| +14% | +$1.17M | 0.81% | 21 |
|
|
2023
Q2 | $7.95M | Sell |
23,307
-248
| -1% | -$84.6K | 0.76% | 18 |
|
|
2023
Q1 | $7.27M | Sell |
23,555
-20
| -0.1% | -$6.18K | 0.82% | 20 |
|
|
2022
Q4 | $7.28M | Buy |
23,575
+1,489
| +7% | +$460K | 0.85% | 20 |
|
|
2022
Q3 | $5.9M | Sell |
22,086
-2,746
| -11% | -$733K | 0.89% | 18 |
|
|
2022
Q2 | $6.78M | Buy |
24,832
+1,426
| +6% | +$389K | 1% | 16 |
|
|
2022
Q1 | $8.26M | Buy |
23,406
+750
| +3% | +$265K | 1.05% | 13 |
|
|
2021
Q4 | $6.77M | Buy |
22,656
+6,545
| +41% | +$1.96M | 0.76% | 18 |
|
|
2021
Q3 | $4.4M | Sell |
16,111
-3,473
| -18% | -$948K | 0.56% | 24 |
|
|
2021
Q2 | $5.44M | Buy |
19,584
+63
| +0.3% | +$17.5K | 0.73% | 23 |
|
|
2021
Q1 | $4.99M | Sell |
19,521
-1,216
| -6% | -$311K | 0.69% | 22 |
|
|
2020
Q4 | $4.81M | Sell |
20,737
-1,324
| -6% | -$307K | 0.7% | 23 |
|
|
2020
Q3 | $4.7M | Sell |
22,061
-718
| -3% | -$153K | 0.76% | 22 |
|
|
2020
Q2 | $4.07M | Sell |
22,779
-4,202
| -16% | -$750K | 0.69% | 23 |
|
|
2020
Q1 | $4.93M | Buy |
+26,981
| New | +$4.93M | 0.99% | 18 |
|