Spectrum Investment 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 | $723K | Sell |
1,489
-426
| -22% | -$207K | 0.42% | 17 |
|
2025
Q1 | $1.02M | Sell |
1,915
-84
| -4% | -$44.7K | 0.66% | 14 |
|
2024
Q4 | $906K | Sell |
1,999
-20
| -1% | -$9.07K | 0.6% | 14 |
|
2024
Q3 | $929K | Sell |
2,019
-15
| -0.7% | -$6.9K | 0.64% | 13 |
|
2024
Q2 | $827K | Sell |
2,034
-203
| -9% | -$82.6K | 0.61% | 14 |
|
2024
Q1 | $941K | Buy |
2,237
+695
| +45% | +$292K | 0.69% | 14 |
|
2023
Q4 | $550K | Buy |
+1,542
| New | +$550K | 0.44% | 21 |
|