Callan 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 | $24.2M | Buy |
49,804
+25,859
| +108% | +$12.6M | 0.76% | 18 |
|
2025
Q1 | $12.8M | Sell |
23,945
-6,381
| -21% | -$3.4M | 0.96% | 20 |
|
2024
Q4 | $13.7M | Buy |
30,326
+19,497
| +180% | +$8.84M | 0.87% | 21 |
|
2024
Q3 | $4.98M | Buy |
10,829
+1,369
| +14% | +$630K | 0.84% | 28 |
|
2024
Q2 | $3.85M | Buy |
9,460
+2,466
| +35% | +$1M | 0.74% | 31 |
|
2024
Q1 | $2.94M | Sell |
6,994
-620
| -8% | -$261K | 0.69% | 27 |
|
2023
Q4 | $2.72M | Buy |
7,614
+562
| +8% | +$200K | 0.67% | 28 |
|
2023
Q3 | $2.47M | Sell |
7,052
-317
| -4% | -$111K | 0.66% | 28 |
|
2023
Q2 | $2.51M | Sell |
7,369
-403
| -5% | -$137K | 0.66% | 28 |
|
2023
Q1 | $2.4M | Buy |
7,772
+2,710
| +54% | +$837K | 0.58% | 30 |
|
2022
Q4 | $1.56M | Buy |
+5,062
| New | +$1.56M | 0.5% | 30 |
|