Carmel Capital Management’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 | $11.6M | Sell |
23,885
-142
| -0.6% | -$69K | 3.91% | 9 |
|
|
2025
Q1 | $12.8M | Sell |
24,027
-230
| -0.9% | -$122K | 5.2% | 4 |
|
|
2024
Q4 | $11M | Sell |
24,257
-5
| -0% | -$2.27K | 4.15% | 8 |
|
|
2024
Q3 | $11.2M | Sell |
24,262
-150
| -0.6% | -$69K | 4.19% | 9 |
|
|
2024
Q2 | $9.93M | Buy |
24,412
+24
| +0.1% | +$9.76K | 3.87% | 9 |
|
|
2024
Q1 | $10.3M | Buy |
24,388
+85
| +0.3% | +$35.7K | 4.21% | 9 |
|
|
2023
Q4 | $8.67M | Buy |
24,303
+2,360
| +11% | +$842K | 4.16% | 11 |
|
|
2023
Q3 | $7.69M | Sell |
21,943
-202
| -0.9% | -$70.8K | 4.35% | 10 |
|
|
2023
Q2 | $7.55M | Buy |
22,145
+3,785
| +21% | +$1.29M | 3.92% | 10 |
|
|
2023
Q1 | $5.67M | Buy |
18,360
+375
| +2% | +$116K | 3.24% | 14 |
|
|
2022
Q4 | $5.56M | Buy |
17,985
+268
| +2% | +$82.8K | 3.43% | 15 |
|
|
2022
Q3 | $4.73M | Buy |
17,717
+510
| +3% | +$136K | 3.09% | 19 |
|
|
2022
Q2 | $4.7M | Buy |
17,207
+875
| +5% | +$239K | 2.91% | 19 |
|
|
2022
Q1 | $5.76M | Buy |
16,332
+200
| +1% | +$70.6K | 3% | 17 |
|
|
2021
Q4 | $4.82M | Buy |
+16,132
| New | +$4.82M | 2.37% | 19 |
|