Souders 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 | $857K | Buy |
1,764
+205
| +13% | +$99.6K | 0.11% | 99 |
|
|
2025
Q1 | $830K | Buy |
1,559
+336
| +27% | +$179K | 0.12% | 103 |
|
|
2024
Q4 | $554K | Buy |
1,223
+181
| +17% | +$82K | 0.08% | 122 |
|
|
2024
Q3 | $480K | Buy |
1,042
+6
| +0.6% | +$2.76K | 0.07% | 127 |
|
|
2024
Q2 | $421K | Buy |
1,036
+77
| +8% | +$31.3K | 0.06% | 128 |
|
|
2024
Q1 | $403K | Sell |
959
-51
| -5% | -$21.4K | 0.06% | 134 |
|
|
2023
Q4 | $360K | Buy |
1,010
+2
| +0.2% | +$713 | 0.06% | 134 |
|
|
2023
Q3 | $353K | Buy |
1,008
+24
| +2% | +$8.41K | 0.07% | 130 |
|
|
2023
Q2 | $336K | Sell |
984
-234
| -19% | -$79.8K | 0.06% | 131 |
|
|
2023
Q1 | $376K | Buy |
1,218
+2
| +0.2% | +$618 | 0.08% | 123 |
|
|
2022
Q4 | $376K | Buy |
1,216
+45
| +4% | +$13.9K | 0.09% | 127 |
|
|
2022
Q3 | $313K | Sell |
1,171
-9
| -0.8% | -$2.41K | 0.09% | 130 |
|
|
2022
Q2 | $322K | Buy |
1,180
+14
| +1% | +$3.82K | 0.09% | 117 |
|
|
2022
Q1 | $411K | Buy |
1,166
+27
| +2% | +$9.52K | 0.12% | 111 |
|
|
2021
Q4 | $341K | Hold |
1,139
| – | – | 0.1% | 112 |
|
|
2021
Q3 | $311K | Hold |
1,139
| – | – | 0.1% | 109 |
|
|
2021
Q2 | $317K | Buy |
1,139
+66
| +6% | +$18.4K | 0.11% | 109 |
|
|
2021
Q1 | $274K | Hold |
1,073
| – | – | 0.11% | 105 |
|
|
2020
Q4 | $249K | Hold |
1,073
| – | – | 0.11% | 99 |
|
|
2020
Q3 | $245K | Buy |
+1,073
| New | +$245K | 0.12% | 94 |
|