Paladin Advisory 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 | $247K | Hold |
509
| – | – | 0.19% | 73 |
|
|
2025
Q1 | $271K | Sell |
509
-40
| -7% | -$21.3K | 0.22% | 71 |
|
|
2024
Q4 | $249K | Sell |
549
-60
| -10% | -$27.2K | 0.19% | 73 |
|
|
2024
Q3 | $280K | Sell |
609
-17
| -3% | -$7.82K | 0.21% | 72 |
|
|
2024
Q2 | $254K | Buy |
626
+54
| +9% | +$21.9K | 0.2% | 76 |
|
|
2024
Q1 | $240K | Sell |
572
-21
| -4% | -$8.82K | 0.19% | 75 |
|
|
2023
Q4 | $211K | Sell |
593
-281
| -32% | -$100K | 0.17% | 80 |
|
|
2023
Q3 | $306K | Hold |
874
| – | – | 0.26% | 68 |
|
|
2023
Q2 | $298K | Hold |
874
| – | – | 0.24% | 70 |
|
|
2023
Q1 | $270K | Buy |
+874
| New | +$270K | 0.22% | 78 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 34 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 34 |
|
|
2022
Q2 | – | Sell |
-874
| Closed | -$307K | – | 34 |
|
|
2022
Q1 | $307K | Buy |
+874
| New | +$307K | 0.25% | 70 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 32 |
|