Toth Financial Advisory’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 | $494K | Buy |
1,017
+50
| +5% | +$24.3K | 0.06% | 163 |
|
|
2025
Q1 | $515K | Sell |
967
-7
| -0.7% | -$3.73K | 0.06% | 152 |
|
|
2024
Q4 | $441K | Hold |
974
| – | – | 0.05% | 162 |
|
|
2024
Q3 | $448K | Buy |
974
+86
| +10% | +$39.6K | 0.05% | 165 |
|
|
2024
Q2 | $361K | Sell |
888
-51
| -5% | -$20.7K | 0.05% | 170 |
|
|
2024
Q1 | $395K | Buy |
939
+25
| +3% | +$10.5K | 0.05% | 170 |
|
|
2023
Q4 | $326K | Buy |
914
+183
| +25% | +$65.3K | 0.04% | 182 |
|
|
2023
Q3 | $256K | Sell |
731
-5
| -0.7% | -$1.75K | 0.04% | 182 |
|
|
2023
Q2 | $251K | Sell |
736
-10
| -1% | -$3.41K | 0.04% | 181 |
|
|
2023
Q1 | $230K | Buy |
746
+25
| +3% | +$7.72K | 0.04% | 180 |
|
|
2022
Q4 | $223K | Sell |
721
-271
| -27% | -$83.7K | 0.04% | 182 |
|
|
2022
Q3 | $265K | Buy |
992
+45
| +5% | +$12K | 0.05% | 159 |
|
|
2022
Q2 | $259K | Sell |
947
-199
| -17% | -$54.4K | 0.05% | 162 |
|
|
2022
Q1 | $404K | Buy |
1,146
+623
| +119% | +$220K | 0.06% | 165 |
|
|
2021
Q4 | $156K | Buy |
523
+26
| +5% | +$7.76K | 0.02% | 211 |
|
|
2021
Q3 | $136K | Hold |
497
| – | – | 0.02% | 215 |
|
|
2021
Q2 | $138K | Sell |
497
-10
| -2% | -$2.78K | 0.02% | 202 |
|
|
2021
Q1 | $130K | Buy |
507
+40
| +9% | +$10.3K | 0.02% | 216 |
|
|
2020
Q4 | $108K | Sell |
467
-81
| -15% | -$18.7K | 0.02% | 216 |
|
|
2020
Q3 | $117K | Sell |
548
-24
| -4% | -$5.12K | 0.02% | 205 |
|
|
2020
Q2 | $102K | Buy |
+572
| New | +$102K | 0.02% | 194 |
|
|
2020
Q1 | – | Sell |
-317
| Closed | -$72K | – | 450 |
|
|
2019
Q4 | $72K | Buy |
317
+74
| +30% | +$16.8K | 0.01% | 193 |
|
|
2019
Q3 | $51K | Hold |
243
| – | – | 0.01% | 226 |
|
|
2019
Q2 | $52K | Buy |
243
+30
| +14% | +$6.42K | 0.01% | 220 |
|
|
2019
Q1 | $43K | Buy |
213
+63
| +42% | +$12.7K | 0.01% | 222 |
|
|
2018
Q4 | $31K | Hold |
150
| – | – | 0.01% | 211 |
|
|
2018
Q3 | $32K | Hold |
150
| – | – | 0.01% | 223 |
|
|
2018
Q2 | $28K | Hold |
150
| – | – | 0.01% | 240 |
|
|
2018
Q1 | $30K | Buy |
150
+50
| +50% | +$10K | 0.01% | 236 |
|
|
2017
Q4 | $20K | Buy |
+100
| New | +$20K | ﹤0.01% | 273 |
|