Alpha Family Trust’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 | $1.86M | Hold |
3,820
| – | – | 0.92% | 15 |
|
|
2025
Q1 | $2.03M | Buy |
3,820
+370
| +11% | +$197K | 1.19% | 13 |
|
|
2024
Q4 | $1.56M | Hold |
3,450
| – | – | 0.88% | 14 |
|
|
2024
Q3 | $1.59M | Hold |
3,450
| – | – | 0.89% | 16 |
|
|
2024
Q2 | $1.4M | Hold |
3,450
| – | – | 0.82% | 18 |
|
|
2024
Q1 | $1.45M | Hold |
3,450
| – | – | 0.88% | 16 |
|
|
2023
Q4 | $1.23M | Hold |
3,450
| – | – | 0.83% | 19 |
|
|
2023
Q3 | $1.21M | Hold |
3,450
| – | – | 0.92% | 15 |
|
|
2023
Q2 | $1.18M | Hold |
3,450
| – | – | 0.82% | 15 |
|
|
2023
Q1 | $1.07M | Buy |
3,450
+240
| +7% | +$74.1K | 0.84% | 16 |
|
|
2022
Q4 | $992K | Buy |
3,210
+730
| +29% | +$225K | 0.9% | 15 |
|
|
2022
Q3 | $662K | Buy |
2,480
+340
| +16% | +$90.8K | 0.5% | 16 |
|
|
2022
Q2 | $584K | Buy |
+2,140
| New | +$584K | 0.37% | 22 |
|
|
2022
Q1 | – | Sell |
-13,800
| Closed | -$4.13M | – | 18 |
|
|
2021
Q4 | $4.13M | Buy |
+13,800
| New | +$4.13M | 1.16% | 16 |
|
|
2021
Q1 | – | Sell |
-35,663
| Closed | -$8.27M | – | 20 |
|
|
2020
Q4 | $8.27M | Buy |
+35,663
| New | +$8.27M | 5.16% | 8 |
|