Bank Julius Baer & Co’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315M | Buy |
649,274
+265,550
| +69% | +$129M | 0.94% | 23 |
|
|
2025
Q1 | $225M | Buy |
383,724
+277,479
| +261% | +$163M | 0.74% | 40 |
|
|
2024
Q4 | $53.1M | Buy |
106,245
+15,719
| +17% | +$7.86M | 0.16% | 105 |
|
|
2024
Q3 | $49.4M | Sell |
90,526
-3,180
| -3% | -$1.74M | 0.17% | 88 |
|
|
2024
Q2 | $42.4M | Sell |
93,706
-9,095
| -9% | -$4.12M | 0.16% | 85 |
|
|
2024
Q1 | $43.1M | Sell |
102,801
-15,549
| -13% | -$6.53M | 0.17% | 96 |
|
|
2023
Q4 | $42.2M | Buy |
118,350
+5,583
| +5% | +$1.99M | 0.18% | 99 |
|
|
2023
Q3 | $39.5M | Buy |
112,767
+4,366
| +4% | +$1.53M | 0.23% | 85 |
|
|
2023
Q2 | $37M | Sell |
108,401
-7,033
| -6% | -$2.4M | 0.22% | 90 |
|
|
2023
Q1 | $35.6M | Buy |
115,434
+36,059
| +45% | +$11.1M | 0.23% | 99 |
|
|
2022
Q4 | $24.5M | Buy |
79,375
+1,772
| +2% | +$547K | 0.17% | 104 |
|
|
2022
Q3 | $20.7M | Sell |
77,603
-10,656
| -12% | -$2.85M | 0.16% | 105 |
|
|
2022
Q2 | $24.1M | Buy |
88,259
+5,215
| +6% | +$1.42M | 0.17% | 97 |
|
|
2022
Q1 | $29.3M | Sell |
83,044
-3,794
| -4% | -$1.34M | 0.18% | 92 |
|
|
2021
Q4 | $26M | Sell |
86,838
-903
| -1% | -$270K | 0.14% | 105 |
|
|
2021
Q3 | $23.9M | Sell |
87,741
-3,609
| -4% | -$985K | 0.15% | 106 |
|
|
2021
Q2 | $25.4M | Sell |
91,350
-3,585
| -4% | -$996K | 0.16% | 109 |
|
|
2021
Q1 | $24.3M | Sell |
94,935
-6,889
| -7% | -$1.76M | 0.18% | 103 |
|
|
2020
Q4 | $23.6M | Sell |
101,824
-26,786
| -21% | -$6.21M | 0.19% | 92 |
|
|
2020
Q3 | $27.4M | Sell |
128,610
-3,594
| -3% | -$766K | 0.27% | 77 |
|
|
2020
Q2 | $24.5M | Sell |
132,204
-14,308
| -10% | -$2.65M | 0.28% | 75 |
|
|
2020
Q1 | $26.8M | Buy |
+146,512
| New | +$26.8M | 0.62% | 48 |
|