Paragon Financial Partners’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 | $756K | Buy |
1,557
+53
| +4% | +$25.7K | 0.52% | 30 |
|
|
2025
Q1 | $801K | Buy |
1,504
+137
| +10% | +$73K | 0.63% | 27 |
|
|
2024
Q4 | $620K | Sell |
1,367
-503
| -27% | -$228K | 0.47% | 30 |
|
|
2024
Q3 | $861K | Hold |
1,870
| – | – | 0.63% | 29 |
|
|
2024
Q2 | $761K | Hold |
1,870
| – | – | 0.59% | 30 |
|
|
2024
Q1 | $786K | Hold |
1,870
| – | – | 0.65% | 28 |
|
|
2023
Q4 | $667K | Sell |
1,870
-25
| -1% | -$8.92K | 0.64% | 25 |
|
|
2023
Q3 | $664K | Hold |
1,895
| – | – | 0.69% | 26 |
|
|
2023
Q2 | $646K | Hold |
1,895
| – | – | 0.61% | 30 |
|
|
2023
Q1 | $585K | Buy |
1,895
+18
| +1% | +$5.56K | 0.61% | 30 |
|
|
2022
Q4 | $580K | Hold |
1,877
| – | – | 0.64% | 28 |
|
|
2022
Q3 | $501K | Hold |
1,877
| – | – | 0.56% | 30 |
|
|
2022
Q2 | $512K | Buy |
1,877
+256
| +16% | +$69.8K | 0.53% | 32 |
|
|
2022
Q1 | $572K | Hold |
1,621
| – | – | 0.5% | 37 |
|
|
2021
Q4 | $485K | Buy |
+1,621
| New | +$485K | 0.4% | 53 |
|