Brio Consultants’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 | $340K | Sell |
699
-3
| -0.4% | -$1.46K | 0.05% | 101 |
|
|
2025
Q1 | $374K | Sell |
702
-4
| -0.6% | -$2.13K | 0.06% | 88 |
|
|
2024
Q4 | $320K | Sell |
706
-242
| -26% | -$110K | 0.05% | 89 |
|
|
2024
Q3 | $436K | Buy |
948
+4
| +0.4% | +$1.84K | 0.07% | 85 |
|
|
2024
Q2 | $384K | Sell |
944
-41
| -4% | -$16.7K | 0.06% | 80 |
|
|
2024
Q1 | $414K | Hold |
985
| – | – | 0.07% | 74 |
|
|
2023
Q4 | $351K | Sell |
985
-21
| -2% | -$7.49K | 0.06% | 77 |
|
|
2023
Q3 | $352K | Sell |
1,006
-61
| -6% | -$21.4K | 0.07% | 72 |
|
|
2023
Q2 | $364K | Sell |
1,067
-21
| -2% | -$7.16K | 0.07% | 73 |
|
|
2023
Q1 | $336K | Sell |
1,088
-69
| -6% | -$21.3K | 0.06% | 74 |
|
|
2022
Q4 | $357K | Sell |
1,157
-177
| -13% | -$54.7K | 0.07% | 71 |
|
|
2022
Q3 | $383K | Sell |
1,334
-87
| -6% | -$25K | 0.08% | 76 |
|
|
2022
Q2 | $394K | Buy |
1,421
+409
| +40% | +$113K | 0.09% | 62 |
|
|
2022
Q1 | $357K | Sell |
1,012
-58
| -5% | -$20.5K | 0.08% | 61 |
|
|
2021
Q4 | $320K | Sell |
1,070
-100
| -9% | -$29.9K | 0.08% | 58 |
|
|
2021
Q3 | $319K | Hold |
1,170
| – | – | 0.08% | 66 |
|
|
2021
Q2 | $325K | Buy |
1,170
+283
| +32% | +$78.6K | 0.08% | 64 |
|
|
2021
Q1 | $227K | Sell |
887
-250
| -22% | -$64K | 0.07% | 70 |
|
|
2020
Q4 | $264K | Sell |
1,137
-225
| -17% | -$52.2K | 0.09% | 64 |
|
|
2020
Q3 | $290K | Buy |
+1,362
| New | +$290K | 0.09% | 59 |
|
|
2020
Q1 | – | Sell |
-1,052
| Closed | -$238K | – | 67 |
|
|
2019
Q4 | $238K | Hold |
1,052
| – | – | 0.08% | 69 |
|
|
2019
Q3 | $219K | Buy |
1,052
+100
| +11% | +$20.8K | 0.08% | 70 |
|
|
2019
Q2 | $203K | Sell |
952
-100
| -10% | -$21.3K | 0.08% | 71 |
|
|
2019
Q1 | $211K | Buy |
1,052
+20
| +2% | +$4.01K | 0.09% | 66 |
|
|
2018
Q4 | $211K | Buy |
+1,032
| New | +$211K | 0.11% | 65 |
|