Sandy Cove 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 | $12.1M | Buy |
24,937
+997
| +4% | +$484K | 4.38% | 7 |
|
2025
Q1 | $12.7M | Buy |
23,940
+5,341
| +29% | +$2.84M | 5.12% | 5 |
|
2024
Q4 | $8.43M | Buy |
18,599
+691
| +4% | +$313K | 3.31% | 9 |
|
2024
Q3 | $8.24M | Buy |
17,908
+1,275
| +8% | +$587K | 3.36% | 9 |
|
2024
Q2 | $6.77M | Buy |
16,633
+1,072
| +7% | +$436K | 3.01% | 12 |
|
2024
Q1 | $6.54M | Buy |
15,561
+3,537
| +29% | +$1.49M | 3.02% | 11 |
|
2023
Q4 | $4.29M | Buy |
12,024
+964
| +9% | +$344K | 2.2% | 14 |
|
2023
Q3 | $3.87M | Buy |
11,060
+160
| +1% | +$56K | 2.24% | 15 |
|
2023
Q2 | $3.72M | Buy |
10,900
+242
| +2% | +$82.5K | 2.12% | 14 |
|
2023
Q1 | $3.29M | Buy |
10,658
+487
| +5% | +$150K | 2.38% | 12 |
|
2022
Q4 | $3.14M | Buy |
10,171
+871
| +9% | +$269K | 2.53% | 10 |
|
2022
Q3 | $2.48M | Buy |
9,300
+4,218
| +83% | +$1.13M | 2.23% | 10 |
|
2022
Q2 | $1.39M | Sell |
5,082
-433
| -8% | -$118K | 1.26% | 16 |
|
2022
Q1 | $1.95M | Buy |
5,515
+553
| +11% | +$195K | 1.62% | 11 |
|
2021
Q4 | $1.48M | Buy |
+4,962
| New | +$1.48M | 1.25% | 13 |
|