Tanglewood Legacy 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 | $469K | Hold |
966
| – | – | 0.19% | 66 |
|
|
2025
Q1 | $514K | Sell |
966
-28
| -3% | -$14.9K | 0.23% | 58 |
|
|
2024
Q4 | $451K | Buy |
994
+478
| +93% | +$217K | 0.19% | 63 |
|
|
2024
Q3 | $237K | Hold |
516
| – | – | 0.11% | 79 |
|
|
2024
Q2 | $210K | Hold |
516
| – | – | 0.1% | 87 |
|
|
2024
Q1 | $217K | Buy |
516
+8
| +2% | +$3.36K | 0.11% | 85 |
|
|
2023
Q4 | $181K | Hold |
508
| – | – | 0.1% | 88 |
|
|
2023
Q3 | $178K | Hold |
508
| – | – | 0.11% | 88 |
|
|
2023
Q2 | $173K | Hold |
508
| – | – | 0.1% | 87 |
|
|
2023
Q1 | $157K | Hold |
508
| – | – | 0.1% | 82 |
|
|
2022
Q4 | $157K | Buy |
+508
| New | +$157K | 0.11% | 70 |
|