Athena 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
$1.32M Buy
2,718
+539
+25% +$262K 0.74% 29
2025
Q1
$1.16M Sell
2,179
-177
-8% -$94.3K 0.7% 34
2024
Q4
$1.07M Sell
2,356
-876
-27% -$397K 0.62% 37
2024
Q3
$1.49M Buy
3,232
+11
+0.3% +$5.06K 0.85% 22
2024
Q2
$1.31M Sell
3,221
-60
-2% -$24.4K 0.79% 26
2024
Q1
$1.38M Sell
3,281
-1
-0% -$421 0.83% 24
2023
Q4
$1.17M Hold
3,282
0.76% 31
2023
Q3
$1.15M Sell
3,282
-38
-1% -$13.3K 0.82% 26
2023
Q2
$1.13M Sell
3,320
-45
-1% -$15.3K 0.78% 29
2023
Q1
$1.04M Sell
3,365
-41
-1% -$12.7K 0.75% 31
2022
Q4
$1.05M Sell
3,406
-48
-1% -$14.8K 0.77% 32
2022
Q3
$922K Buy
3,454
+30
+0.9% +$8.01K 0.77% 33
2022
Q2
$935K Buy
3,424
+755
+28% +$206K 0.74% 35
2022
Q1
$940K Buy
+2,669
New +$940K 0.73% 36