Values Added Financial’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 | $668K | Buy |
1,375
+51
| +4% | +$24.8K | 0.32% | 58 |
|
|
2025
Q1 | $705K | Buy |
1,324
+10
| +0.8% | +$5.33K | 0.39% | 50 |
|
|
2024
Q4 | $596K | Sell |
1,314
-25
| -2% | -$11.3K | 0.34% | 53 |
|
|
2024
Q3 | $616K | Hold |
1,339
| – | – | 0.39% | 46 |
|
|
2024
Q2 | $545K | Hold |
1,339
| – | – | 0.39% | 47 |
|
|
2024
Q1 | $563K | Hold |
1,339
| – | – | 0.44% | 46 |
|
|
2023
Q4 | $478K | Hold |
1,339
| – | – | 0.39% | 49 |
|
|
2023
Q3 | $469K | Sell |
1,339
-73
| -5% | -$25.6K | 0.43% | 47 |
|
|
2023
Q2 | $481K | Buy |
+1,412
| New | +$481K | 0.45% | 47 |
|