US 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
Q1 | $717K | Buy |
1,346
+100
| +8% | +$53.3K | 0.21% | 48 |
|
|
2024
Q4 | $565K | Buy |
1,246
+736
| +144% | +$334K | 0.17% | 50 |
|
|
2024
Q3 | $235K | Sell |
510
-200
| -28% | -$92.1K | 0.07% | 81 |
|
|
2024
Q2 | $289K | Buy |
710
+200
| +39% | +$81.4K | 0.1% | 68 |
|
|
2024
Q1 | $214K | Buy |
+510
| New | +$214K | 0.07% | 76 |
|
|
2016
Q1 | – | Sell |
-250
| Closed | -$33K | – | 485 |
|
|
2015
Q4 | $33K | Buy |
+250
| New | +$33K | 0.03% | 180 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 567 |
|
|
2015
Q2 | – | Sell |
-250
| Closed | -$36K | – | 531 |
|
|
2015
Q1 | $36K | Hold |
250
| – | – | 0.03% | 139 |
|
|
2014
Q4 | $38K | Buy |
+250
| New | +$38K | 0.03% | 127 |
|