Tobias 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 | $352K | Sell |
725
-11
| -1% | -$5.34K | 0.06% | 92 |
|
|
2025
Q1 | $392K | Buy |
736
+64
| +10% | +$34.1K | 0.08% | 79 |
|
|
2024
Q4 | $305K | Hold |
672
| – | – | 0.06% | 87 |
|
|
2024
Q3 | $309K | Buy |
672
+55
| +9% | +$25.3K | 0.06% | 85 |
|
|
2024
Q2 | $251K | Sell |
617
-211
| -25% | -$85.8K | 0.05% | 88 |
|
|
2024
Q1 | $348K | Buy |
828
+35
| +4% | +$14.7K | 0.08% | 73 |
|
|
2023
Q4 | $283K | Buy |
793
+65
| +9% | +$23.2K | 0.07% | 78 |
|
|
2023
Q3 | $255K | Hold |
728
| – | – | 0.07% | 78 |
|
|
2023
Q2 | $248K | Sell |
728
-70
| -9% | -$23.9K | 0.07% | 83 |
|
|
2023
Q1 | $246K | Hold |
798
| – | – | 0.07% | 73 |
|
|
2022
Q4 | $247K | Buy |
798
+7
| +0.9% | +$2.16K | 0.08% | 71 |
|
|
2022
Q3 | $211K | Sell |
791
-19
| -2% | -$5.07K | 0.07% | 72 |
|
|
2022
Q2 | $221K | Buy |
+810
| New | +$221K | 0.07% | 70 |
|
|
2022
Q1 | – | Sell |
-50,953
| Closed | -$15.2M | – | 81 |
|
|
2021
Q4 | $15.2M | Buy |
+50,953
| New | +$15.2M | 1.2% | 36 |
|
|
2020
Q1 | – | Sell |
-298
| Closed | -$67K | – | 84 |
|
|
2019
Q4 | $67K | Buy |
+298
| New | +$67K | 0.04% | 85 |
|