Valley Forge Investment Consultants’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 | $365K | Sell |
752
-59
| -7% | -$28.7K | 0.12% | 58 |
|
|
2025
Q1 | $432K | Sell |
811
-150
| -16% | -$79.9K | 0.15% | 51 |
|
|
2024
Q4 | $436K | Sell |
961
-50
| -5% | -$22.7K | 0.15% | 54 |
|
|
2024
Q3 | $465K | Buy |
1,011
+50
| +5% | +$23K | 0.16% | 51 |
|
|
2024
Q2 | $391K | Buy |
961
+250
| +35% | +$102K | 0.15% | 51 |
|
|
2024
Q1 | $299K | Hold |
711
| – | – | 0.12% | 59 |
|
|
2023
Q4 | $254K | Hold |
711
| – | – | 0.11% | 59 |
|
|
2023
Q3 | $249K | Buy |
711
+48
| +7% | +$16.8K | 0.11% | 60 |
|
|
2023
Q2 | $226K | Hold |
663
| – | – | 0.11% | 54 |
|
|
2023
Q1 | $205K | Sell |
663
-778
| -54% | -$240K | 0.11% | 59 |
|
|
2022
Q4 | $445K | Hold |
1,441
| – | – | 0.23% | 39 |
|
|
2022
Q3 | $385K | Hold |
1,441
| – | – | 0.21% | 47 |
|
|
2022
Q2 | $393K | Hold |
1,441
| – | – | 0.2% | 47 |
|
|
2022
Q1 | $509K | Hold |
1,441
| – | – | 0.21% | 48 |
|
|
2021
Q4 | $431K | Buy |
1,441
+440
| +44% | +$132K | 0.19% | 46 |
|
|
2021
Q3 | $273K | Sell |
1,001
-318
| -24% | -$86.7K | 0.15% | 56 |
|
|
2021
Q2 | $367K | Hold |
1,319
| – | – | 0.2% | 49 |
|
|
2021
Q1 | $337K | Sell |
1,319
-28
| -2% | -$7.15K | 0.23% | 49 |
|
|
2020
Q4 | $312K | Buy |
+1,347
| New | +$312K | 0.27% | 44 |
|