ROI 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 | $2.03M | Buy |
4,180
+1,044
| +33% | +$507K | 1.29% | 21 |
|
|
2025
Q1 | $1.67M | Buy |
3,136
+791
| +34% | +$421K | 1.21% | 23 |
|
|
2024
Q4 | $1.06M | Buy |
2,345
+654
| +39% | +$296K | 0.72% | 32 |
|
|
2024
Q3 | $778K | Buy |
1,691
+822
| +95% | +$378K | 0.54% | 37 |
|
|
2024
Q2 | $354K | Buy |
869
+240
| +38% | +$97.6K | 0.26% | 47 |
|
|
2024
Q1 | $265K | Hold |
629
| – | – | 0.21% | 53 |
|
|
2023
Q4 | $224K | Buy |
+629
| New | +$224K | 0.19% | 61 |
|