Biltmore Family Office’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 | $7.07M | Sell |
14,558
-540
| -4% | -$262K | 1.19% | 11 |
|
2025
Q1 | $8.04M | Buy |
15,098
+877
| +6% | +$467K | 1.37% | 9 |
|
2024
Q4 | $6.45M | Buy |
14,221
+236
| +2% | +$107K | 1.08% | 11 |
|
2024
Q3 | $6.44M | Buy |
13,985
+380
| +3% | +$175K | 1.1% | 9 |
|
2024
Q2 | $5.53M | Sell |
13,605
-61
| -0.4% | -$24.8K | 1.02% | 12 |
|
2024
Q1 | $5.75M | Buy |
13,666
+329
| +2% | +$138K | 1.13% | 11 |
|
2023
Q4 | $4.76M | Buy |
13,337
+611
| +5% | +$218K | 0.98% | 12 |
|
2023
Q3 | $4.46M | Buy |
12,726
+38
| +0.3% | +$13.3K | 1.01% | 14 |
|
2023
Q2 | $4.33M | Buy |
12,688
+870
| +7% | +$297K | 0.92% | 15 |
|
2023
Q1 | $3.65M | Sell |
11,818
-1,369
| -10% | -$423K | 0.77% | 20 |
|
2022
Q4 | $4.07M | Sell |
13,187
-1,411
| -10% | -$436K | 0.84% | 18 |
|
2022
Q3 | $3.9M | Buy |
14,598
+1,029
| +8% | +$275K | 0.89% | 15 |
|
2022
Q2 | $3.71M | Buy |
13,569
+677
| +5% | +$185K | 0.93% | 18 |
|
2022
Q1 | $4.55M | Sell |
12,892
-278
| -2% | -$98.1K | 0.97% | 14 |
|
2021
Q4 | $3.94M | Sell |
13,170
-7
| -0.1% | -$2.09K | 0.75% | 20 |
|
2021
Q3 | $3.6M | Buy |
13,177
+4,557
| +53% | +$1.24M | 0.87% | 16 |
|
2021
Q2 | $2.4M | Buy |
8,620
+3,568
| +71% | +$992K | 0.68% | 24 |
|
2021
Q1 | $1.29M | Sell |
5,052
-1,000
| -17% | -$256K | 0.4% | 39 |
|
2020
Q4 | $1.4M | Buy |
6,052
+1,615
| +36% | +$374K | 0.42% | 36 |
|
2020
Q3 | $945K | Sell |
4,437
-518
| -10% | -$110K | 0.53% | 47 |
|
2020
Q2 | $885K | Sell |
4,955
-333
| -6% | -$59.5K | 0.53% | 53 |
|
2020
Q1 | $967K | Sell |
5,288
-178
| -3% | -$32.6K | 0.64% | 40 |
|
2019
Q4 | $1.24M | Buy |
5,466
+610
| +13% | +$138K | 0.5% | 52 |
|
2019
Q3 | $1.01M | Buy |
4,856
+1,029
| +27% | +$214K | 0.44% | 67 |
|
2019
Q2 | $816K | Sell |
3,827
-1,930
| -34% | -$412K | 0.44% | 62 |
|
2019
Q1 | $1.16M | Buy |
5,757
+900
| +19% | +$181K | 0.59% | 52 |
|
2018
Q4 | $992K | Buy |
4,857
+2,303
| +90% | +$470K | 0.56% | 54 |
|
2018
Q3 | $547K | Buy |
2,554
+100
| +4% | +$21.4K | 0.26% | 89 |
|
2018
Q2 | $458K | Sell |
2,454
-750
| -23% | -$140K | 0.23% | 90 |
|
2018
Q1 | $639K | Buy |
3,204
+535
| +20% | +$107K | 0.28% | 90 |
|
2017
Q4 | $529K | Buy |
+2,669
| New | +$529K | 0.24% | 93 |
|