Worth Financial Advisory Group’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 | $480K | Sell |
988
-35
| -3% | -$17K | 0.29% | 84 |
|
|
2025
Q1 | $545K | Buy |
1,023
+151
| +17% | +$80.4K | 0.35% | 73 |
|
|
2024
Q4 | $395K | Sell |
872
-25
| -3% | -$11.3K | 0.24% | 92 |
|
|
2024
Q3 | $413K | Buy |
897
+81
| +10% | +$37.3K | 0.24% | 99 |
|
|
2024
Q2 | $332K | Buy |
816
+105
| +15% | +$42.7K | 0.22% | 102 |
|
|
2024
Q1 | $299K | Sell |
711
-9
| -1% | -$3.79K | 0.21% | 109 |
|
|
2023
Q4 | $257K | Hold |
720
| – | – | 0.21% | 110 |
|
|
2023
Q3 | $252K | Hold |
720
| – | – | 0.23% | 103 |
|
|
2023
Q2 | $246K | Sell |
720
-6
| -0.8% | -$2.05K | 0.23% | 102 |
|
|
2023
Q1 | $224K | Buy |
726
+14
| +2% | +$4.32K | 0.21% | 111 |
|
|
2022
Q4 | $220K | Buy |
+712
| New | +$220K | 0.26% | 97 |
|