Quantum Financial Advisors’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 | $1.11M | Sell |
2,278
-338
| -13% | -$164K | 0.15% | 66 |
|
|
2025
Q1 | $1.39M | Sell |
2,616
-674
| -20% | -$359K | 0.21% | 60 |
|
|
2024
Q4 | $1.49M | Buy |
3,290
+9
| +0.3% | +$4.08K | 0.23% | 56 |
|
|
2024
Q3 | $1.51M | Buy |
3,281
+1,012
| +45% | +$466K | 0.24% | 54 |
|
|
2024
Q2 | $923K | Hold |
2,269
| – | – | 0.16% | 63 |
|
|
2024
Q1 | $954K | Buy |
2,269
+601
| +36% | +$253K | 0.18% | 60 |
|
|
2023
Q4 | $595K | Buy |
1,668
+7
| +0.4% | +$2.5K | 0.15% | 45 |
|
|
2023
Q3 | $582K | Hold |
1,661
| – | – | 0.17% | 48 |
|
|
2023
Q2 | $566K | Hold |
1,661
| – | – | 0.17% | 41 |
|
|
2023
Q1 | $513K | Hold |
1,661
| – | – | 0.16% | 41 |
|
|
2022
Q4 | $513K | Buy |
1,661
+402
| +32% | +$124K | 0.23% | 33 |
|
|
2022
Q3 | $336K | Buy |
1,259
+89
| +8% | +$23.8K | 0.15% | 46 |
|
|
2022
Q2 | $345K | Buy |
+1,170
| New | +$345K | 0.13% | 49 |
|