Charter Research & Investment Group’s Berkshire Hathaway Class B BRK.B Stock Holding History

Charter Research & Investment Group’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.33M	Sell	2,739 -10	-0.4%	-$4.86K	0.99%	29
2025 Q1	$1.46M	Sell	2,749 -10	-0.4%	-$5.33K	1.12%	28
2024 Q4	$1.25M	Sell	2,759 -31	-1%	-$14.1K	0.95%	29
2024 Q3	$1.28M	Sell	2,790 -154	-5%	-$70.9K	0.95%	30
2024 Q2	$1.2M	Sell	2,944 -10	-0.3%	-$4.07K	0.94%	29
2024 Q1	$1.24M	Buy	2,954 +50	+2%	+$21K	0.98%	30
2023 Q4	$1.04M	Buy	2,904 +95	+3%	+$33.9K	0.86%	33
2023 Q3	$984K	Sell	2,809 -120	-4%	-$42K	0.89%	31
2023 Q2	$999K	Buy	2,929 +500	+21%	+$171K	0.83%	33
2023 Q1	$750K	Buy	2,429 +1,075	+79%	+$332K	0.66%	40
2022 Q4	$418K	Hold	1,354	–	–	0.4%	56
2022 Q3	$362K	Hold	1,354	–	–	0.37%	59
2022 Q2	$370K	Hold	1,354	–	–	0.34%	59
2022 Q1	$478K	Buy	1,354 +11	+0.8%	+$3.88K	0.39%	54
2021 Q4	$402K	Buy	1,343 +60	+5%	+$18K	0.32%	63
2021 Q3	$350K	Hold	1,283	–	–	0.29%	65
2021 Q2	$357K	Sell	1,283 -525	-29%	-$146K	0.3%	63
2021 Q1	$462K	Hold	1,808	–	–	0.4%	56
2020 Q4	$419K	Sell	1,808 -30	-2%	-$6.95K	0.4%	54
2020 Q3	$391K	Hold	1,838	–	–	0.43%	55
2020 Q2	$328K	Sell	1,838 -2,700	-59%	-$482K	0.38%	61
2020 Q1	$830K	Hold	4,538	–	–	1.09%	31
2019 Q4	$1.03M	Buy	4,538 +275	+6%	+$62.3K	1.05%	33
2019 Q3	$887K	Hold	4,263	–	–	0.96%	37
2019 Q2	$909K	Hold	4,263	–	–	1.01%	36
2019 Q1	$856K	Hold	4,263	–	–	0.95%	37
2018 Q4	$870K	Hold	4,263	–	–	1.1%	35
2018 Q3	$913K	Hold	4,263	–	–	1%	36
2018 Q2	$796K	Hold	4,263	–	–	0.91%	37
2018 Q1	$850K	Sell	4,263 -200	-4%	-$39.9K	1.01%	35
2017 Q4	$885K	Buy	+4,463	New	+$885K	0.99%	35
2016 Q3	$236K	Hold	1,633	–	–	0.28%	66
2016 Q2	$236K	Hold	1,633	–	–	0.27%	64
2016 Q1	$232K	Sell	1,633 -250	-13%	-$35.5K	0.27%	64
2015 Q4	$249K	Sell	1,883 -350	-16%	-$46.3K	0.29%	62
2015 Q3	$291K	Hold	2,233	–	–	0.38%	56
2015 Q2	$304K	Hold	2,233	–	–	0.34%	58
2015 Q1	$322K	Hold	2,233	–	–	0.36%	57
2014 Q4	$335K	Buy	+2,233	New	+$335K	0.37%	58