Claris 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 | $378K | Sell |
778
-145
| -16% | -$70.4K | 0.13% | 49 |
|
|
2025
Q1 | $492K | Buy |
923
+25
| +3% | +$13.3K | 0.18% | 44 |
|
|
2024
Q4 | $407K | Buy |
898
+170
| +23% | +$77.1K | 0.15% | 44 |
|
|
2024
Q3 | $335K | Buy |
728
+90
| +14% | +$41.4K | 0.15% | 41 |
|
|
2024
Q2 | $260K | Hold |
638
| – | – | 0.13% | 44 |
|
|
2024
Q1 | $268K | Sell |
638
-334
| -34% | -$140K | 0.14% | 45 |
|
|
2023
Q4 | $347K | Hold |
972
| – | – | 0.19% | 35 |
|
|
2023
Q3 | $340K | Buy |
972
+67
| +7% | +$23.5K | 0.22% | 32 |
|
|
2023
Q2 | $309K | Sell |
905
-13
| -1% | -$4.43K | 0.21% | 35 |
|
|
2023
Q1 | $283K | Sell |
918
-170
| -16% | -$52.5K | 0.21% | 34 |
|
|
2022
Q4 | $336K | Sell |
1,088
-200
| -16% | -$61.8K | 0.32% | 34 |
|
|
2022
Q3 | $344K | Sell |
1,288
-111
| -8% | -$29.6K | 0.4% | 22 |
|
|
2022
Q2 | $382K | Buy |
1,399
+81
| +6% | +$22.1K | 0.41% | 21 |
|
|
2022
Q1 | $465K | Buy |
1,318
+30
| +2% | +$10.6K | 0.5% | 19 |
|
|
2021
Q4 | $385K | Buy |
+1,288
| New | +$385K | 0.41% | 26 |
|