Carmel Capital 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 | $1.21M | Buy |
2,482
+92
| +4% | +$44.7K | 0.42% | 59 |
|
|
2025
Q1 | $1.27M | Sell |
2,390
-23
| -1% | -$12.2K | 0.5% | 47 |
|
|
2024
Q4 | $1.09M | Sell |
2,413
-262
| -10% | -$119K | 0.44% | 52 |
|
|
2024
Q3 | $1.23M | Hold |
2,675
| – | – | 0.48% | 42 |
|
|
2024
Q2 | $1.09M | Hold |
2,675
| – | – | 0.46% | 44 |
|
|
2024
Q1 | $1.12M | Sell |
2,675
-75
| -3% | -$31.5K | 0.47% | 43 |
|
|
2023
Q4 | $981K | Buy |
2,750
+1,039
| +61% | +$371K | 0.5% | 46 |
|
|
2023
Q3 | $599K | Buy |
1,711
+141
| +9% | +$49.4K | 0.27% | 71 |
|
|
2023
Q2 | $535K | Sell |
1,570
-20
| -1% | -$6.82K | 0.28% | 67 |
|
|
2023
Q1 | $491K | Buy |
1,590
+71
| +5% | +$21.9K | 0.29% | 73 |
|
|
2022
Q4 | $469K | Buy |
1,519
+32
| +2% | +$9.89K | 0.32% | 72 |
|
|
2022
Q3 | $397K | Buy |
1,487
+116
| +8% | +$31K | 0.38% | 67 |
|
|
2022
Q2 | $374K | Buy |
1,371
+337
| +33% | +$91.9K | 0.35% | 70 |
|
|
2022
Q1 | $365K | Sell |
1,034
-9
| -0.9% | -$3.18K | 0.3% | 74 |
|
|
2021
Q4 | $312K | Buy |
+1,043
| New | +$312K | 0.23% | 86 |
|