Williams 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
Q1 | – | Sell |
-533
| Closed | -$242K | – | 18 |
|
|
2024
Q4 | $242K | Hold |
533
| – | – | 0.15% | 13 |
|
|
2024
Q3 | $245K | Hold |
533
| – | – | 0.15% | 13 |
|
|
2024
Q2 | $217K | Sell |
533
-85
| -14% | -$34.6K | 0.14% | 15 |
|
|
2024
Q1 | $260K | Buy |
+618
| New | +$260K | 0.17% | 15 |
|
|
2021
Q3 | – | Sell |
-1,662
| Closed | -$462K | – | 35 |
|
|
2021
Q2 | $462K | Buy |
1,662
+1
| +0.1% | +$278 | 0.38% | 29 |
|
|
2021
Q1 | $425K | Buy |
+1,661
| New | +$425K | 0.37% | 28 |
|