Private 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 | $13.5M | Sell |
27,739
-2,393
| -8% | -$1.16M | 1.22% | 21 |
|
|
2025
Q1 | $16M | Buy |
30,132
+3,629
| +14% | +$1.93M | 1.79% | 12 |
|
|
2024
Q4 | $12M | Buy |
26,503
+1,865
| +8% | +$845K | 1.35% | 18 |
|
|
2024
Q3 | $11.3M | Buy |
24,638
+1,425
| +6% | +$656K | 1.35% | 17 |
|
|
2024
Q2 | $9.44M | Buy |
23,213
+482
| +2% | +$196K | 1.23% | 17 |
|
|
2024
Q1 | $9.56M | Buy |
+22,731
| New | +$9.56M | 1.36% | 16 |
|
|
2023
Q1 | – | Sell |
-16,771
| Closed | -$5.18M | – | 203 |
|
|
2022
Q4 | $5.18M | Sell |
16,771
-178
| -1% | -$55K | 1.13% | 29 |
|
|
2022
Q3 | $4.53M | Buy |
16,949
+8,050
| +90% | +$2.15M | 1.03% | 32 |
|
|
2022
Q2 | $2.43M | Sell |
8,899
-698
| -7% | -$191K | 0.55% | 49 |
|
|
2022
Q1 | $3.39M | Sell |
9,597
-217
| -2% | -$76.6K | 0.66% | 47 |
|
|
2021
Q4 | $2.93M | Buy |
9,814
+1,443
| +17% | +$431K | 0.55% | 43 |
|
|
2021
Q3 | $2.29M | Buy |
8,371
+1,058
| +14% | +$289K | 0.56% | 47 |
|
|
2021
Q2 | $2.03M | Buy |
7,313
+1,952
| +36% | +$542K | 0.51% | 43 |
|
|
2021
Q1 | $1.37M | Buy |
5,361
+1,653
| +45% | +$422K | 0.39% | 51 |
|
|
2020
Q4 | $860K | Buy |
3,708
+1,974
| +114% | +$458K | 0.28% | 59 |
|
|
2020
Q3 | $369K | Buy |
1,734
+150
| +9% | +$31.9K | 0.15% | 89 |
|
|
2020
Q2 | $283K | Buy |
+1,584
| New | +$283K | 0.12% | 102 |
|