Stiles Financial Services’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 | $7.33M | Buy |
15,084
+136
| +0.9% | +$66.1K | 2.53% | 6 |
|
|
2025
Q1 | $7.96M | Sell |
14,948
-49
| -0.3% | -$26.1K | 3.06% | 3 |
|
|
2024
Q4 | $6.8M | Buy |
14,997
+33
| +0.2% | +$15K | 2.46% | 5 |
|
|
2024
Q3 | $6.89M | Sell |
14,964
-200
| -1% | -$92.1K | 2.43% | 5 |
|
|
2024
Q2 | $6.17M | Sell |
15,164
-142
| -0.9% | -$57.8K | 2.37% | 7 |
|
|
2024
Q1 | $6.4M | Buy |
15,306
+104
| +0.7% | +$43.5K | 2.57% | 4 |
|
|
2023
Q4 | $5.42M | Buy |
15,202
+616
| +4% | +$220K | 2.46% | 7 |
|
|
2023
Q3 | $5.11M | Buy |
14,586
+895
| +7% | +$314K | 2.65% | 4 |
|
|
2023
Q2 | $4.67M | Sell |
13,691
-190
| -1% | -$64.8K | 2.32% | 5 |
|
|
2023
Q1 | $4.29M | Sell |
13,881
-248
| -2% | -$76.6K | 2.3% | 4 |
|
|
2022
Q4 | $4.36M | Sell |
14,129
-86
| -0.6% | -$26.6K | 2.49% | 4 |
|
|
2022
Q3 | $3.8M | Buy |
14,215
+149
| +1% | +$39.8K | 2.31% | 6 |
|
|
2022
Q2 | $3.84M | Buy |
14,066
+236
| +2% | +$64.4K | 2.31% | 4 |
|
|
2022
Q1 | $4.88M | Buy |
13,830
+371
| +3% | +$131K | 2.45% | 5 |
|
|
2021
Q4 | $4.02M | Buy |
+13,459
| New | +$4.02M | 1.94% | 9 |
|