CastleKeep Investment Advisors’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 | $12.3M | Sell |
25,419
-281
| -1% | -$137K | 6.04% | 3 |
|
|
2025
Q1 | $13.7M | Buy |
25,700
+6,399
| +33% | +$3.41M | 7.03% | 2 |
|
|
2024
Q4 | $8.75M | Buy |
19,301
+1,379
| +8% | +$625K | 6.13% | 2 |
|
|
2024
Q3 | $8.25M | Buy |
17,922
+527
| +3% | +$243K | 5.63% | 2 |
|
|
2024
Q2 | $7.08M | Sell |
17,395
-3,019
| -15% | -$1.23M | 5.46% | 2 |
|
|
2024
Q1 | $8.58M | Buy |
20,414
+1,792
| +10% | +$754K | 6.18% | 3 |
|
|
2023
Q4 | $6.64M | Buy |
+18,622
| New | +$6.64M | 4.72% | 3 |
|