BOK Financial Private Wealth’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 | $4.79M | Buy |
9,851
+6
| +0.1% | +$2.92K | 0.32% | 30 |
|
|
2025
Q1 | $5.24M | Buy |
9,845
+1,066
| +12% | +$568K | 0.39% | 28 |
|
|
2024
Q4 | $3.98M | Sell |
8,779
-871
| -9% | -$395K | 0.29% | 37 |
|
|
2024
Q3 | $4.44M | Buy |
9,650
+686
| +8% | +$316K | 0.32% | 36 |
|
|
2024
Q2 | $3.65M | Sell |
8,964
-248
| -3% | -$101K | 0.26% | 42 |
|
|
2024
Q1 | $3.87M | Buy |
9,212
+380
| +4% | +$160K | 0.29% | 41 |
|
|
2023
Q4 | $3.15M | Buy |
8,832
+500
| +6% | +$178K | 0.26% | 47 |
|
|
2023
Q3 | $2.92M | Sell |
8,332
-63
| -0.8% | -$22.1K | 0.26% | 52 |
|
|
2023
Q2 | $2.86M | Sell |
8,395
-1,969
| -19% | -$671K | 0.23% | 59 |
|
|
2023
Q1 | $3.2M | Buy |
10,364
+615
| +6% | +$190K | 0.26% | 57 |
|
|
2022
Q4 | $3.01M | Sell |
9,749
-552
| -5% | -$171K | 0.25% | 61 |
|
|
2022
Q3 | $2.75M | Sell |
10,301
-73
| -0.7% | -$19.5K | 0.25% | 61 |
|
|
2022
Q2 | $2.83M | Sell |
10,374
-6,170
| -37% | -$1.68M | 0.25% | 61 |
|
|
2022
Q1 | $5.84M | Buy |
16,544
+1,505
| +10% | +$531K | 0.41% | 38 |
|
|
2021
Q4 | $4.5M | Buy |
15,039
+4,663
| +45% | +$1.39M | 0.31% | 53 |
|
|
2021
Q3 | $2.83M | Buy |
10,376
+240
| +2% | +$65.5K | 0.23% | 74 |
|
|
2021
Q2 | $2.82M | Buy |
10,136
+1,282
| +14% | +$356K | 0.23% | 73 |
|
|
2021
Q1 | $2.26M | Buy |
+8,854
| New | +$2.26M | 0.21% | 75 |
|
|
2020
Q4 | – | Sell |
-7,588
| Closed | -$1.62M | – | 184 |
|
|
2020
Q3 | $1.62M | Sell |
7,588
-184
| -2% | -$39.2K | 0.17% | 84 |
|
|
2020
Q2 | $1.39M | Sell |
7,772
-3,022
| -28% | -$539K | 0.15% | 89 |
|
|
2020
Q1 | $1.97M | Buy |
10,794
+67
| +0.6% | +$12.2K | 0.24% | 80 |
|
|
2019
Q4 | $2.43M | Buy |
10,727
+2,072
| +24% | +$469K | 0.2% | 76 |
|
|
2019
Q3 | $1.8M | Buy |
8,655
+439
| +5% | +$91.3K | 0.25% | 34 |
|
|
2019
Q2 | $1.75M | Buy |
8,216
+556
| +7% | +$118K | 0.26% | 37 |
|
|
2019
Q1 | $1.54M | Sell |
7,660
-3,971
| -34% | -$798K | 0.21% | 37 |
|
|
2018
Q4 | $2.38M | Buy |
11,631
+1,819
| +19% | +$371K | 0.32% | 33 |
|
|
2018
Q3 | $2.1M | Sell |
9,812
-13,525
| -58% | -$2.9M | 0.33% | 25 |
|
|
2018
Q2 | $4.36M | Sell |
23,337
-129
| -0.5% | -$24.1K | 0.7% | 19 |
|
|
2018
Q1 | $4.68M | Sell |
23,466
-948
| -4% | -$189K | 0.77% | 18 |
|
|
2017
Q4 | $4.84M | Sell |
24,414
-1,041
| -4% | -$206K | 0.77% | 17 |
|
|
2017
Q3 | $4.67M | Sell |
25,455
-3,939
| -13% | -$722K | 0.77% | 17 |
|
|
2017
Q2 | $4.98M | Sell |
29,394
-390
| -1% | -$66K | 0.72% | 20 |
|
|
2017
Q1 | $4.96M | Sell |
29,784
-608
| -2% | -$101K | 0.7% | 20 |
|
|
2016
Q4 | $4.95M | Sell |
30,392
-2,324
| -7% | -$379K | 0.75% | 17 |
|
|
2016
Q3 | $4.73M | Sell |
32,716
-2,207
| -6% | -$319K | 0.72% | 18 |
|
|
2016
Q2 | $5.06M | Buy |
34,923
+3,219
| +10% | +$466K | 0.8% | 17 |
|
|
2016
Q1 | $4.5M | Sell |
31,704
-3,499
| -10% | -$496K | 0.76% | 18 |
|
|
2015
Q4 | $4.65M | Sell |
35,203
-18,300
| -34% | -$2.42M | 0.8% | 18 |
|
|
2015
Q3 | $6.98M | Sell |
53,503
-17,000
| -24% | -$2.22M | 1.22% | 17 |
|
|
2015
Q2 | $9.6M | Buy |
70,503
+58,100
| +468% | +$7.91M | 1.6% | 15 |
|
|
2015
Q1 | $1.79M | Sell |
12,403
-158
| -1% | -$22.8K | 0.3% | 23 |
|
|
2014
Q4 | $1.89M | Buy |
12,561
+715
| +6% | +$107K | 0.31% | 23 |
|
|
2014
Q3 | $1.64M | Sell |
11,846
-195
| -2% | -$26.9K | 0.27% | 22 |
|
|
2014
Q2 | $1.52M | Sell |
12,041
-335
| -3% | -$42.4K | 0.25% | 23 |
|
|
2014
Q1 | $1.55M | Hold |
12,376
| – | – | 0.27% | 23 |
|
|
2013
Q4 | $1.47M | Sell |
12,376
-125
| -1% | -$14.8K | 0.26% | 22 |
|
|
2013
Q3 | $1.42M | Hold |
12,501
| – | – | 0.29% | 21 |
|
|
2013
Q2 | $1.4M | Buy |
+12,501
| New | +$1.4M | 0.3% | 21 |
|