Sax Wealth 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 | $5.94M | Sell |
12,223
-4
| -0% | -$1.94K | 0.36% | 48 |
|
|
2025
Q1 | $6.51M | Buy |
12,227
+2,241
| +22% | +$1.19M | 0.47% | 37 |
|
|
2024
Q4 | $4.53M | Buy |
+9,986
| New | +$4.53M | 0.35% | 46 |
|
|
2024
Q3 | – | Sell |
-9,957
| Closed | -$4.05M | – | 305 |
|
|
2024
Q2 | $4.05M | Buy |
+9,957
| New | +$4.05M | 0.39% | 40 |
|
|
2024
Q1 | – | Sell |
-8,347
| Closed | -$2.98M | – | 207 |
|
|
2023
Q4 | $2.98M | Buy |
8,347
+4,581
| +122% | +$1.63M | 0.49% | 38 |
|
|
2023
Q3 | $1.32M | Buy |
3,766
+85
| +2% | +$29.8K | 0.26% | 56 |
|
|
2023
Q2 | $1.26M | Sell |
3,681
-348
| -9% | -$119K | 0.25% | 57 |
|
|
2023
Q1 | $1.24M | Sell |
4,029
-8
| -0.2% | -$2.47K | 0.27% | 57 |
|
|
2022
Q4 | $1.25M | Buy |
4,037
+468
| +13% | +$145K | 0.29% | 52 |
|
|
2022
Q3 | $953K | Buy |
3,569
+101
| +3% | +$27K | 0.25% | 62 |
|
|
2022
Q2 | $947K | Buy |
3,468
+990
| +40% | +$270K | 0.24% | 64 |
|
|
2022
Q1 | $875K | Sell |
2,478
-4,789
| -66% | -$1.69M | 0.21% | 66 |
|
|
2021
Q4 | $2.17M | Buy |
7,267
+3,848
| +113% | +$1.15M | 0.45% | 42 |
|
|
2021
Q3 | $933K | Buy |
3,419
+749
| +28% | +$204K | 0.22% | 68 |
|
|
2021
Q2 | $742K | Hold |
2,670
| – | – | 0.25% | 69 |
|
|
2021
Q1 | $682K | Hold |
2,670
| – | – | 0.25% | 71 |
|
|
2020
Q4 | $619K | Buy |
+2,670
| New | +$619K | 0.28% | 64 |
|