Slocum, Gordon & Co’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 | $552K | Sell |
1,137
-60
| -5% | -$29.1K | 0.44% | 38 |
|
|
2025
Q1 | $637K | Hold |
1,197
| – | – | 0.47% | 35 |
|
|
2024
Q4 | $543K | Hold |
1,197
| – | – | 0.45% | 36 |
|
|
2024
Q3 | $551K | Buy |
1,197
+100
| +9% | +$46K | 0.22% | 40 |
|
|
2024
Q2 | $446K | Hold |
1,097
| – | – | 0.33% | 38 |
|
|
2024
Q1 | $461K | Sell |
1,097
-34
| -3% | -$14.3K | 0.34% | 37 |
|
|
2023
Q4 | $403K | Buy |
1,131
+54
| +5% | +$19.3K | 0.35% | 37 |
|
|
2023
Q3 | $377K | Hold |
1,077
| – | – | 0.33% | 39 |
|
|
2023
Q2 | $367K | Sell |
1,077
-1
| -0.1% | -$341 | 0.27% | 37 |
|
|
2023
Q1 | $333K | Hold |
1,078
| – | – | 0.28% | 39 |
|
|
2022
Q4 | $333K | Buy |
+1,078
| New | +$333K | 0.21% | 42 |
|