Adero Partners’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 | $4.04M | Buy |
7,590
+235
| +3% | +$125K | 0.26% | 38 |
|
|
2024
Q4 | $3.33M | Buy |
7,355
+147
| +2% | +$66.6K | 0.21% | 45 |
|
|
2024
Q3 | $3.32M | Sell |
7,208
-148
| -2% | -$68.1K | 0.22% | 46 |
|
|
2024
Q2 | $2.99M | Buy |
7,356
+358
| +5% | +$146K | 0.22% | 47 |
|
|
2024
Q1 | $2.94M | Buy |
6,998
+212
| +3% | +$89.2K | 0.22% | 45 |
|
|
2023
Q4 | $2.42M | Buy |
6,786
+557
| +9% | +$199K | 0.21% | 55 |
|
|
2023
Q3 | $2.18M | Buy |
6,229
+152
| +3% | +$53.2K | 0.21% | 51 |
|
|
2023
Q2 | $2.07M | Sell |
6,077
-209
| -3% | -$71.3K | 0.2% | 54 |
|
|
2023
Q1 | $1.94M | Buy |
6,286
+1,634
| +35% | +$505K | 0.21% | 55 |
|
|
2022
Q4 | $1.44M | Buy |
4,652
+274
| +6% | +$84.6K | 0.17% | 55 |
|
|
2022
Q3 | $1.26M | Buy |
4,378
+365
| +9% | +$105K | 0.16% | 58 |
|
|
2022
Q2 | $1.11M | Buy |
4,013
+333
| +9% | +$92.4K | 0.16% | 59 |
|
|
2022
Q1 | $1.3M | Buy |
3,680
+302
| +9% | +$107K | 0.19% | 53 |
|
|
2021
Q4 | $1.01M | Buy |
3,378
+1,224
| +57% | +$366K | 0.17% | 63 |
|
|
2021
Q3 | $588K | Buy |
2,154
+124
| +6% | +$33.9K | 0.11% | 81 |
|
|
2021
Q2 | $564K | Buy |
2,030
+37
| +2% | +$10.3K | 0.13% | 71 |
|
|
2021
Q1 | $509K | Buy |
1,993
+1,006
| +102% | +$257K | 0.23% | 65 |
|
|
2020
Q4 | $229K | Buy |
+987
| New | +$229K | 0.2% | 69 |
|
|
2020
Q1 | – | Sell |
-2,460
| Closed | -$557K | – | 73 |
|
|
2019
Q4 | $557K | Buy |
+2,460
| New | +$557K | 0.62% | 38 |
|