True Link 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 | $1.25M | Sell |
2,578
-235
| -8% | -$114K | 0.09% | 34 |
|
|
2025
Q1 | $1.5M | Buy |
2,813
+770
| +38% | +$410K | 0.11% | 28 |
|
|
2024
Q4 | $926K | Buy |
2,043
+68
| +3% | +$30.8K | 0.08% | 25 |
|
|
2024
Q3 | $909K | Buy |
1,975
+9
| +0.5% | +$4.14K | 0.08% | 27 |
|
|
2024
Q2 | $800K | Sell |
1,966
-24
| -1% | -$9.76K | 0.07% | 30 |
|
|
2024
Q1 | $837K | Buy |
+1,990
| New | +$837K | 0.08% | 31 |
|
|
2021
Q4 | – | Sell |
-562
| Closed | -$153K | – | 762 |
|
|
2021
Q3 | $153K | Buy |
562
+555
| +7,929% | +$151K | 0.02% | 283 |
|
|
2021
Q2 | $2K | Sell |
7
-3,193
| -100% | -$912K | ﹤0.01% | 671 |
|
|
2021
Q1 | $818K | Hold |
3,200
| – | – | 0.12% | 78 |
|
|
2020
Q4 | $742K | Buy |
+3,200
| New | +$742K | 0.12% | 75 |
|