Angeles Investment Advisors’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 | – | Sell |
-1,123
| Closed | -$509K | – | 64 |
|
2024
Q4 | $509K | Hold |
1,123
| – | – | 0.02% | 91 |
|
2024
Q3 | $517K | Hold |
1,123
| – | – | 0.03% | 100 |
|
2024
Q2 | $457K | Sell |
1,123
-222
| -17% | -$90.3K | 0.02% | 116 |
|
2024
Q1 | $566K | Buy |
1,345
+9
| +0.7% | +$3.79K | 0.03% | 96 |
|
2023
Q4 | $476K | Buy |
1,336
+119
| +10% | +$42.4K | 0.03% | 102 |
|
2023
Q3 | $426K | Hold |
1,217
| – | – | 0.03% | 102 |
|
2023
Q2 | $415K | Sell |
1,217
-804
| -40% | -$274K | 0.04% | 84 |
|
2023
Q1 | $624K | Buy |
2,021
+1,169
| +137% | +$361K | 0.05% | 42 |
|
2022
Q4 | $263K | Buy |
+852
| New | +$263K | 0.02% | 95 |
|
2022
Q3 | – | Sell |
-780
| Closed | -$213K | – | 58 |
|
2022
Q2 | $213K | Sell |
780
-595
| -43% | -$162K | 0.02% | 101 |
|
2022
Q1 | $485K | Sell |
1,375
-3,137
| -70% | -$1.11M | 0.03% | 45 |
|
2021
Q4 | $1.35M | Buy |
4,512
+143
| +3% | +$42.8K | 0.07% | 68 |
|
2021
Q3 | $1.19M | Buy |
4,369
+1,757
| +67% | +$479K | 0.07% | 75 |
|
2021
Q2 | $726K | Buy |
+2,612
| New | +$726K | 0.05% | 77 |
|
2021
Q1 | – | Sell |
-2,355
| Closed | -$546K | – | 120 |
|
2020
Q4 | $546K | Buy |
+2,355
| New | +$546K | 0.06% | 72 |
|
2020
Q3 | – | Sell |
-2,448
| Closed | -$437K | – | 103 |
|
2020
Q2 | $437K | Sell |
2,448
-459
| -16% | -$81.9K | 0.06% | 59 |
|
2020
Q1 | $551K | Buy |
+2,907
| New | +$551K | 0.15% | 44 |
|
2019
Q4 | – | Sell |
-2,103
| Closed | -$437K | – | 86 |
|
2019
Q3 | $437K | Sell |
2,103
-610
| -22% | -$127K | 0.09% | 49 |
|
2019
Q2 | $579K | Buy |
2,713
+1,520
| +127% | +$324K | 0.14% | 36 |
|
2019
Q1 | $240K | Buy |
+1,193
| New | +$240K | 0.23% | 40 |
|