Retirement Guys Formula’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 | $264K | Buy |
543
+22
| +4% | +$10.7K | 0.1% | 119 |
|
|
2025
Q1 | $277K | Buy |
521
+61
| +13% | +$32.5K | 0.14% | 112 |
|
|
2024
Q4 | $209K | Sell |
460
-96
| -17% | -$43.5K | 0.11% | 129 |
|
|
2024
Q3 | $256K | Sell |
556
-75
| -12% | -$34.5K | 0.12% | 107 |
|
|
2024
Q2 | $257K | Buy |
+631
| New | +$257K | 0.12% | 114 |
|
|
2024
Q1 | – | Sell |
-1,618
| Closed | -$577K | – | 129 |
|
|
2023
Q4 | $577K | Sell |
1,618
-134
| -8% | -$47.8K | 0.31% | 74 |
|
|
2023
Q3 | $614K | Sell |
1,752
-1,864
| -52% | -$653K | 0.43% | 65 |
|
|
2023
Q2 | $1.23M | Sell |
3,616
-168
| -4% | -$57.3K | 0.71% | 34 |
|
|
2023
Q1 | $1.17M | Buy |
3,784
+125
| +3% | +$38.6K | 0.84% | 31 |
|
|
2022
Q4 | $1.13M | Buy |
3,659
+602
| +20% | +$186K | 0.93% | 26 |
|
|
2022
Q3 | $817K | Buy |
3,057
+503
| +20% | +$134K | 0.86% | 22 |
|
|
2022
Q2 | $697K | Buy |
2,554
+1,337
| +110% | +$365K | 0.72% | 24 |
|
|
2022
Q1 | $429K | Buy |
+1,217
| New | +$429K | 0.29% | 66 |
|