Advisor OS’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 | $3.39M | Sell |
6,987
-701
| -9% | -$341K | 0.33% | 44 |
|
|
2025
Q1 | $4.09M | Buy |
7,688
+550
| +8% | +$293K | 0.47% | 34 |
|
|
2024
Q4 | $3.24M | Sell |
7,138
-1,668
| -19% | -$756K | 0.37% | 45 |
|
|
2024
Q3 | $4.05M | Sell |
8,806
-833
| -9% | -$383K | 0.4% | 42 |
|
|
2024
Q2 | $3.92M | Buy |
9,639
+2,207
| +30% | +$898K | 0.43% | 40 |
|
|
2024
Q1 | $3.13M | Buy |
7,432
+560
| +8% | +$235K | 0.36% | 50 |
|
|
2023
Q4 | $2.45M | Buy |
6,872
+3,136
| +84% | +$1.12M | 0.32% | 53 |
|
|
2023
Q3 | $1.31M | Buy |
3,736
+380
| +11% | +$133K | 0.2% | 92 |
|
|
2023
Q2 | $1.14M | Buy |
3,356
+1,404
| +72% | +$479K | 0.19% | 106 |
|
|
2023
Q1 | $603K | Buy |
1,952
+977
| +100% | +$302K | 0.14% | 152 |
|
|
2022
Q4 | $301K | Buy |
975
+42
| +5% | +$13K | 0.08% | 177 |
|
|
2022
Q3 | $249K | Hold |
933
| – | – | 0.08% | 172 |
|
|
2022
Q2 | $256K | Sell |
933
-25
| -3% | -$6.86K | 0.07% | 184 |
|
|
2022
Q1 | $338K | Sell |
958
-3,027
| -76% | -$1.07M | 0.1% | 168 |
|
|
2021
Q4 | $1.19M | Buy |
3,985
+178
| +5% | +$53.2K | 0.24% | 93 |
|
|
2021
Q3 | $1.04M | Sell |
3,807
-58
| -2% | -$15.8K | 0.23% | 93 |
|
|
2021
Q2 | $1.08M | Buy |
3,865
+58
| +2% | +$16.1K | 0.22% | 86 |
|
|
2021
Q1 | $972K | Hold |
3,807
| – | – | 0.22% | 82 |
|
|
2020
Q4 | $882K | Buy |
+3,807
| New | +$882K | 0.24% | 60 |
|