Barrett & Company’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 | $559K | Buy |
1,151
+240
| +26% | +$117K | 0.21% | 75 |
|
|
2025
Q1 | $485K | Sell |
911
-100
| -10% | -$53.2K | 0.21% | 79 |
|
|
2024
Q4 | $458K | Buy |
1,011
+323
| +47% | +$146K | 0.19% | 81 |
|
|
2024
Q3 | $316K | Sell |
688
-20
| -3% | -$9.2K | 0.14% | 105 |
|
|
2024
Q2 | $288K | Hold |
708
| – | – | 0.13% | 110 |
|
|
2024
Q1 | $298K | Sell |
708
-50
| -7% | -$21K | 0.14% | 103 |
|
|
2023
Q4 | $270K | Sell |
758
-18
| -2% | -$6.42K | 0.15% | 109 |
|
|
2023
Q3 | $272K | Sell |
776
-31
| -4% | -$10.9K | 0.16% | 101 |
|
|
2023
Q2 | $275K | Buy |
807
+20
| +3% | +$6.82K | 0.16% | 103 |
|
|
2023
Q1 | $243K | Sell |
787
-1
| -0.1% | -$309 | 0.15% | 110 |
|
|
2022
Q4 | $743K | Hold |
788
| – | – | 0.49% | 47 |
|
|
2022
Q3 | $743K | Buy |
+788
| New | +$743K | 0.49% | 47 |
|