Capital Analysts LLC’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 | $16M | Buy |
33,036
+4,285
| +15% | +$2.08M | 0.53% | 37 |
|
|
2025
Q1 | $15.3M | Buy |
28,751
+195
| +0.7% | +$104K | 0.57% | 35 |
|
|
2024
Q4 | $12.9M | Buy |
28,556
+816
| +3% | +$370K | 0.52% | 40 |
|
|
2024
Q3 | $12.8M | Buy |
27,740
+666
| +2% | +$307K | 0.52% | 40 |
|
|
2024
Q2 | $11M | Buy |
27,074
+784
| +3% | +$319K | 0.49% | 44 |
|
|
2024
Q1 | $11.1M | Sell |
26,290
-116
| -0.4% | -$48.8K | 0.52% | 41 |
|
|
2023
Q4 | $9.42M | Buy |
26,406
+2,433
| +10% | +$868K | 0.47% | 45 |
|
|
2023
Q3 | $8.4M | Buy |
23,973
+1,037
| +5% | +$363K | 0.47% | 45 |
|
|
2023
Q2 | $7.72M | Buy |
22,936
+1,694
| +8% | +$570K | 0.43% | 50 |
|
|
2023
Q1 | $6.56M | Buy |
21,242
+7,896
| +59% | +$2.44M | 0.38% | 64 |
|
|
2022
Q4 | $4.12M | Buy |
13,346
+9,875
| +285% | +$3.05M | 0.25% | 80 |
|
|
2022
Q3 | $927K | Buy |
3,471
+143
| +4% | +$38.2K | 0.06% | 215 |
|
|
2022
Q2 | $909K | Buy |
3,328
+20
| +0.6% | +$5.46K | 0.06% | 217 |
|
|
2022
Q1 | $1.17M | Sell |
3,308
-198
| -6% | -$69.9K | 0.07% | 203 |
|
|
2021
Q4 | $1.05M | Sell |
3,506
-615
| -15% | -$184K | 0.06% | 214 |
|
|
2021
Q3 | $1.13M | Sell |
4,121
-52
| -1% | -$14.2K | 0.07% | 201 |
|
|
2021
Q2 | $1.16M | Buy |
4,173
+751
| +22% | +$209K | 0.08% | 199 |
|
|
2021
Q1 | $874K | Buy |
3,422
+1,018
| +42% | +$260K | 0.06% | 211 |
|
|
2020
Q4 | $557K | Buy |
2,404
+12
| +0.5% | +$2.78K | 0.05% | 185 |
|
|
2020
Q3 | $509K | Hold |
2,392
| – | – | 0.05% | 193 |
|
|
2020
Q2 | $427K | Hold |
2,392
| – | – | 0.04% | 188 |
|
|
2020
Q1 | $437K | Sell |
2,392
-150
| -6% | -$27.4K | 0.05% | 168 |
|
|
2019
Q4 | $576K | Sell |
2,542
-1,535
| -38% | -$348K | 0.06% | 179 |
|
|
2019
Q3 | $848K | Sell |
4,077
-635
| -13% | -$132K | 0.09% | 166 |
|
|
2019
Q2 | $1M | Sell |
4,712
-50
| -1% | -$10.7K | 0.11% | 158 |
|
|
2019
Q1 | $956K | Buy |
4,762
+930
| +24% | +$187K | 0.11% | 152 |
|
|
2018
Q4 | $782K | Buy |
3,832
+113
| +3% | +$23.1K | 0.1% | 149 |
|
|
2018
Q3 | $796K | Sell |
3,719
-40
| -1% | -$8.56K | 0.09% | 153 |
|
|
2018
Q2 | $702K | Buy |
3,759
+1,334
| +55% | +$249K | 0.08% | 156 |
|
|
2018
Q1 | $484K | Buy |
2,425
+92
| +4% | +$18.4K | 0.06% | 160 |
|
|
2017
Q4 | $462K | Sell |
2,333
-56
| -2% | -$11.1K | 0.06% | 160 |
|
|
2017
Q3 | $438K | Buy |
2,389
+56
| +2% | +$10.3K | 0.06% | 155 |
|
|
2017
Q2 | $395K | Buy |
+2,333
| New | +$395K | 0.06% | 165 |
|
|
2016
Q3 | – | Sell |
-2,212
| Closed | -$320K | – | 404 |
|
|
2016
Q2 | $320K | Buy |
2,212
+31
| +1% | +$4.49K | 0.06% | 155 |
|
|
2016
Q1 | $309K | Buy |
2,181
+690
| +46% | +$97.9K | 0.06% | 158 |
|
|
2015
Q4 | $197K | Sell |
1,491
-1,303
| -47% | -$172K | 0.04% | 177 |
|
|
2015
Q3 | $364K | Buy |
2,794
+2,694
| +2,694% | +$351K | 0.07% | 161 |
|
|
2015
Q2 | $13.6K | Hold |
100
| – | – | ﹤0.01% | 345 |
|
|
2015
Q1 | $14.4K | Hold |
100
| – | – | ﹤0.01% | 340 |
|
|
2014
Q4 | $15K | Hold |
100
| – | – | ﹤0.01% | 334 |
|
|
2014
Q3 | $13.8K | Hold |
100
| – | – | ﹤0.01% | 330 |
|
|
2014
Q2 | $12.7K | Hold |
100
| – | – | ﹤0.01% | 327 |
|
|
2014
Q1 | $12.5K | Hold |
100
| – | – | ﹤0.01% | 305 |
|
|
2013
Q4 | $11.9K | Sell |
100
-500
| -83% | -$59.3K | ﹤0.01% | 286 |
|
|
2013
Q3 | $68.1K | Buy |
600
+500
| +500% | +$56.8K | 0.02% | 182 |
|
|
2013
Q2 | $11.2K | Buy |
+100
| New | +$11.2K | ﹤0.01% | 263 |
|