Zhang 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 | $11.9M | Sell |
24,587
-100
| -0.4% | -$48.6K | 0.55% | 35 |
|
|
2025
Q1 | $13.1M | Sell |
24,687
-121
| -0.5% | -$64.4K | 0.7% | 32 |
|
|
2024
Q4 | $11.2M | Buy |
24,808
+1,109
| +5% | +$503K | 0.64% | 31 |
|
|
2024
Q3 | $10.9M | Sell |
23,699
-601
| -2% | -$277K | 0.69% | 26 |
|
|
2024
Q2 | $9.89M | Buy |
24,300
+28
| +0.1% | +$11.4K | 0.69% | 26 |
|
|
2024
Q1 | $10.2M | Buy |
24,272
+40
| +0.2% | +$16.8K | 0.76% | 24 |
|
|
2023
Q4 | $8.64M | Sell |
24,232
-126
| -0.5% | -$44.9K | 0.74% | 24 |
|
|
2023
Q3 | $8.53M | Sell |
24,358
-335
| -1% | -$117K | 0.86% | 21 |
|
|
2023
Q2 | $8.43M | Sell |
24,693
-158
| -0.6% | -$53.9K | 0.86% | 20 |
|
|
2023
Q1 | $7.67M | Buy |
24,851
+262
| +1% | +$80.9K | 0.88% | 22 |
|
|
2022
Q4 | $7.6M | Sell |
24,589
-700
| -3% | -$216K | 0.97% | 24 |
|
|
2022
Q3 | $6.75M | Buy |
25,289
+164
| +0.7% | +$43.8K | 1.02% | 20 |
|
|
2022
Q2 | $6.86M | Buy |
25,125
+714
| +3% | +$195K | 1.1% | 18 |
|
|
2022
Q1 | $8.61M | Buy |
24,411
+320
| +1% | +$113K | 1.45% | 14 |
|
|
2021
Q4 | $7.2M | Sell |
24,091
-398
| -2% | -$119K | 1.28% | 17 |
|
|
2021
Q3 | $6.68M | Buy |
24,489
+1,652
| +7% | +$451K | 1.55% | 13 |
|
|
2021
Q2 | $6.35M | Sell |
22,837
-148
| -0.6% | -$41.1K | 1.56% | 14 |
|
|
2021
Q1 | $5.91M | Sell |
22,985
-579
| -2% | -$149K | 1.58% | 12 |
|
|
2020
Q4 | $5.47M | Buy |
23,564
+275
| +1% | +$63.8K | 1.68% | 12 |
|
|
2020
Q3 | $4.97M | Sell |
23,289
-231
| -1% | -$49.3K | 1.79% | 12 |
|
|
2020
Q2 | $4.23M | Sell |
23,520
-575
| -2% | -$103K | 1.63% | 14 |
|
|
2020
Q1 | $4.39M | Buy |
24,095
+2,168
| +10% | +$395K | 1.94% | 11 |
|
|
2019
Q4 | $4.97M | Buy |
21,927
+2,814
| +15% | +$638K | 1.89% | 11 |
|
|
2019
Q3 | $3.98M | Sell |
19,113
-1,211
| -6% | -$252K | 1.68% | 11 |
|
|
2019
Q2 | $4.33M | Buy |
20,324
+478
| +2% | +$102K | 1.81% | 11 |
|
|
2019
Q1 | $3.99M | Sell |
19,846
-422
| -2% | -$84.8K | 1.72% | 12 |
|
|
2018
Q4 | $4.14M | Sell |
20,268
-186
| -0.9% | -$38K | 2% | 11 |
|
|
2018
Q3 | $4.39M | Buy |
20,454
+1,028
| +5% | +$221K | 2.1% | 11 |
|
|
2018
Q2 | $3.65M | Buy |
19,426
+97
| +0.5% | +$18.2K | 1.86% | 12 |
|
|
2018
Q1 | $3.77M | Sell |
19,329
-990
| -5% | -$193K | 1.97% | 12 |
|
|
2017
Q4 | $4.12M | Buy |
20,319
+10
| +0% | +$2.03K | 2.01% | 11 |
|
|
2017
Q3 | $3.81M | Sell |
20,309
-114
| -0.6% | -$21.4K | 1.94% | 11 |
|
|
2017
Q2 | $3.48M | Buy |
20,423
+1,152
| +6% | +$196K | 1.85% | 11 |
|
|
2017
Q1 | $3.91M | Sell |
19,271
-2,517
| -12% | -$510K | 1.94% | 11 |
|
|
2016
Q4 | $3.49M | Sell |
21,788
-843
| -4% | -$135K | 1.89% | 10 |
|
|
2016
Q3 | $3.27M | Sell |
22,631
-654
| -3% | -$94.5K | 1.8% | 12 |
|
|
2016
Q2 | $3.37M | Sell |
23,285
-1,453
| -6% | -$210K | 1.85% | 12 |
|
|
2016
Q1 | $3.51M | Buy |
24,738
+380
| +2% | +$53.9K | 1.98% | 10 |
|
|
2015
Q4 | $3.22M | Sell |
24,358
-765
| -3% | -$101K | 1.93% | 9 |
|
|
2015
Q3 | $3.28M | Sell |
25,123
-212
| -0.8% | -$27.6K | 2.09% | 9 |
|
|
2015
Q2 | $3.45M | Sell |
25,335
-561
| -2% | -$76.4K | 2.22% | 8 |
|
|
2015
Q1 | $3.74M | Sell |
25,896
-627
| -2% | -$90.5K | 2.34% | 8 |
|
|
2014
Q4 | $3.98M | Hold |
26,523
| – | – | 2.59% | 7 |
|
|
2014
Q3 | $3.66M | Buy |
26,523
+1,493
| +6% | +$206K | 2.5% | 8 |
|
|
2014
Q2 | $3.17M | Buy |
25,030
+824
| +3% | +$104K | 2.13% | 8 |
|
|
2014
Q1 | $3.03M | Buy |
24,206
+1,174
| +5% | +$147K | 2.17% | 8 |
|
|
2013
Q4 | $2.73M | Hold |
23,032
| – | – | 2.06% | 9 |
|
|
2013
Q3 | $2.61M | Hold |
23,032
| – | – | 2.11% | 8 |
|
|
2013
Q2 | $2.58M | Buy |
+23,032
| New | +$2.58M | 2.21% | 8 |
|