Agate Pass Investment Management’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 | $2.01M | Buy |
4,141
+408
| +11% | +$198K | 0.83% | 39 |
|
|
2025
Q1 | $1.99M | Sell |
3,733
-204
| -5% | -$109K | 0.85% | 40 |
|
|
2024
Q4 | $1.78M | Buy |
3,937
+1,110
| +39% | +$503K | 0.81% | 38 |
|
|
2024
Q3 | $1.3M | Buy |
2,827
+352
| +14% | +$162K | 0.65% | 46 |
|
|
2024
Q2 | $1.01M | Buy |
2,475
+247
| +11% | +$100K | 0.54% | 53 |
|
|
2024
Q1 | $937K | Buy |
2,228
+161
| +8% | +$67.7K | 0.5% | 55 |
|
|
2023
Q4 | $737K | Hold |
2,067
| – | – | 0.43% | 58 |
|
|
2023
Q3 | $724K | Sell |
2,067
-45
| -2% | -$15.8K | 0.49% | 53 |
|
|
2023
Q2 | $720K | Buy |
2,112
+198
| +10% | +$67.5K | 0.44% | 57 |
|
|
2023
Q1 | $591K | Sell |
1,914
-37
| -2% | -$11.4K | 0.39% | 66 |
|
|
2022
Q4 | $603K | Hold |
1,951
| – | – | 0.43% | 63 |
|
|
2022
Q3 | $521K | Hold |
1,951
| – | – | 0.4% | 63 |
|
|
2022
Q2 | $533K | Hold |
1,951
| – | – | 0.38% | 63 |
|
|
2022
Q1 | $689K | Hold |
1,951
| – | – | 0.43% | 59 |
|
|
2021
Q4 | $583K | Buy |
+1,951
| New | +$583K | 0.36% | 62 |
|