Cape Investment Advisory’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 | $792K | Buy |
1,631
+61
| +4% | +$29.6K | 0.29% | 69 |
|
|
2025
Q1 | $836K | Buy |
1,570
+76
| +5% | +$40.5K | 0.33% | 66 |
|
|
2024
Q4 | $677K | Buy |
1,494
+151
| +11% | +$68.4K | 0.26% | 71 |
|
|
2024
Q3 | $618K | Buy |
1,343
+347
| +35% | +$160K | 0.25% | 76 |
|
|
2024
Q2 | $405K | Buy |
996
+10
| +1% | +$4.07K | 0.18% | 90 |
|
|
2024
Q1 | $415K | Sell |
986
-95
| -9% | -$39.9K | 0.19% | 87 |
|
|
2023
Q4 | $386K | Sell |
1,081
-37
| -3% | -$13.2K | 0.19% | 85 |
|
|
2023
Q3 | $392K | Buy |
1,118
+1,093
| +4,372% | +$383K | 0.22% | 79 |
|
|
2023
Q2 | $8.53K | Buy |
+25
| New | +$8.53K | ﹤0.01% | 580 |
|