Capital Insight Partners’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 | $220K | Sell |
453
-320
| -41% | -$155K | 0.04% | 160 |
|
|
2025
Q1 | $412K | Sell |
773
-105
| -12% | -$55.9K | 0.07% | 138 |
|
|
2024
Q4 | $398K | Sell |
878
-287
| -25% | -$130K | 0.07% | 138 |
|
|
2024
Q3 | $536K | Sell |
1,165
-55
| -5% | -$25.3K | 0.09% | 127 |
|
|
2024
Q2 | $496K | Buy |
1,220
+452
| +59% | +$184K | 0.09% | 128 |
|
|
2024
Q1 | $323K | Buy |
768
+18
| +2% | +$7.57K | 0.06% | 142 |
|
|
2023
Q4 | $267K | Sell |
750
-200
| -21% | -$71.3K | 0.05% | 150 |
|
|
2023
Q3 | $333K | Buy |
950
+36
| +4% | +$12.6K | 0.08% | 129 |
|
|
2023
Q2 | $312K | Sell |
914
-210
| -19% | -$71.6K | 0.07% | 137 |
|
|
2023
Q1 | $347K | Buy |
1,124
+250
| +29% | +$77.2K | 0.08% | 131 |
|
|
2022
Q4 | $270K | Buy |
+874
| New | +$270K | 0.07% | 141 |
|
|
2022
Q2 | – | Sell |
-717
| Closed | -$253K | – | 154 |
|
|
2022
Q1 | $253K | Hold |
717
| – | – | 0.05% | 153 |
|
|
2021
Q4 | $214K | Buy |
+717
| New | +$214K | 0.04% | 147 |
|