Apella Capital’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 | $12.1M | Buy |
25,245
+7,426
| +42% | +$3.55M | 0.33% | 63 |
|
|
2025
Q1 | $9.29M | Buy |
17,819
+1,649
| +10% | +$860K | 0.32% | 67 |
|
|
2024
Q4 | $7.33M | Sell |
16,170
-144
| -0.9% | -$65.3K | 0.28% | 62 |
|
|
2024
Q3 | $7.45M | Buy |
16,314
+551
| +3% | +$252K | 0.31% | 53 |
|
|
2024
Q2 | $6.47M | Buy |
15,763
+3,740
| +31% | +$1.54M | 0.29% | 55 |
|
|
2024
Q1 | $4.99M | Buy |
12,023
+129
| +1% | +$53.5K | 0.25% | 65 |
|
|
2023
Q4 | $4.33M | Buy |
11,894
+84
| +0.7% | +$30.5K | 0.24% | 70 |
|
|
2023
Q3 | $4.14M | Buy |
11,810
+188
| +2% | +$65.9K | 0.29% | 59 |
|
|
2023
Q2 | $3.96M | Buy |
+11,622
| New | +$3.96M | 0.28% | 59 |
|
|
2022
Q4 | $3.21M | Sell |
10,386
-122
| -1% | -$37.7K | 0.29% | 59 |
|
|
2022
Q3 | $2.81M | Sell |
10,508
-17
| -0.2% | -$4.54K | 0.33% | 56 |
|
|
2022
Q2 | $2.87M | Buy |
10,525
+438
| +4% | +$120K | 0.34% | 55 |
|
|
2022
Q1 | $3.56M | Buy |
10,087
+1,245
| +14% | +$439K | 0.5% | 40 |
|
|
2021
Q4 | $2.64M | Sell |
8,842
-155
| -2% | -$46.3K | 0.34% | 51 |
|
|
2021
Q3 | $2.46M | Hold |
8,997
| – | – | 0.35% | 57 |
|
|
2021
Q2 | $2.5M | Buy |
8,997
+552
| +7% | +$153K | 0.41% | 53 |
|
|
2021
Q1 | $2.16M | Hold |
8,445
| – | – | 0.68% | 36 |
|
|
2020
Q4 | $1.96M | Buy |
8,445
+107
| +1% | +$24.8K | 0.69% | 35 |
|
|
2020
Q3 | $1.78M | Hold |
8,338
| – | – | 0.71% | 32 |
|
|
2020
Q2 | $1.49M | Sell |
8,338
-1,005
| -11% | -$179K | 0.69% | 32 |
|
|
2020
Q1 | $1.71M | Buy |
+9,343
| New | +$1.71M | 1% | 26 |
|