CD
Chapin Davis’s Berkshire Hathaway Class B BRK.B Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.94M | Sell |
8,107
-422
| -5% | -$205K | 1.09% | 26 |
|
2025
Q1 | $4.54M | Sell |
8,529
-270
| -3% | -$144K | 1.55% | 16 |
|
2024
Q4 | $4.05M | Hold |
8,799
| – | – | 1.32% | 17 |
|
2024
Q3 | $4.05M | Buy |
8,799
+39
| +0.4% | +$18K | 1.31% | 17 |
|
2024
Q2 | $3.56M | Sell |
8,760
-206
| -2% | -$83.8K | 1.22% | 16 |
|
2024
Q1 | $3.77M | Buy |
8,966
+126
| +1% | +$53K | 1.38% | 16 |
|
2023
Q4 | $3.15M | Buy |
8,840
+50
| +0.6% | +$17.8K | 1.33% | 14 |
|
2023
Q3 | $3.08M | Buy |
8,790
+365
| +4% | +$128K | 1.47% | 15 |
|
2023
Q2 | $2.87M | Buy |
8,425
+673
| +9% | +$229K | 1.36% | 10 |
|
2023
Q1 | $2.39M | Buy |
7,752
+641
| +9% | +$198K | 1.24% | 15 |
|
2022
Q4 | $2.2M | Buy |
+7,111
| New | +$2.2M | 1.28% | 15 |
|