Claro 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 | $1.6M | Sell |
3,284
-2,764
| -46% | -$1.34M | 0.26% | 82 |
|
|
2025
Q1 | $3.22M | Buy |
6,048
+261
| +5% | +$139K | 0.43% | 42 |
|
|
2024
Q4 | $2.62M | Sell |
5,787
-650
| -10% | -$295K | 0.35% | 52 |
|
|
2024
Q3 | $2.96M | Buy |
6,437
+653
| +11% | +$301K | 0.38% | 51 |
|
|
2024
Q2 | $2.35M | Buy |
5,784
+502
| +10% | +$204K | 0.37% | 51 |
|
|
2024
Q1 | $2.22M | Buy |
5,282
+809
| +18% | +$340K | 0.39% | 47 |
|
|
2023
Q4 | $1.6M | Buy |
4,473
+234
| +6% | +$83.5K | 0.35% | 58 |
|
|
2023
Q3 | $1.48M | Buy |
4,239
+345
| +9% | +$121K | 0.37% | 57 |
|
|
2023
Q2 | $1.33M | Buy |
3,894
+189
| +5% | +$64.4K | 0.33% | 67 |
|
|
2023
Q1 | $1.14M | Buy |
3,705
+52
| +1% | +$16.1K | 0.34% | 68 |
|
|
2022
Q4 | $1.13M | Sell |
3,653
-169
| -4% | -$52.2K | 0.37% | 64 |
|
|
2022
Q3 | $1.04M | Hold |
3,822
| – | – | 0.41% | 57 |
|
|
2022
Q2 | $1.04M | Buy |
3,822
+595
| +18% | +$162K | 0.41% | 57 |
|
|
2022
Q1 | $965K | Hold |
3,227
| – | – | 0.35% | 73 |
|
|
2021
Q4 | $965K | Buy |
3,227
+283
| +10% | +$84.6K | 0.35% | 73 |
|
|
2021
Q3 | $804K | Buy |
2,944
+91
| +3% | +$24.9K | 0.34% | 77 |
|
|
2021
Q2 | $793K | Buy |
2,853
+83
| +3% | +$23.1K | 0.36% | 71 |
|
|
2021
Q1 | $708K | Sell |
2,770
-15
| -0.5% | -$3.83K | 0.36% | 77 |
|
|
2020
Q4 | $646K | Sell |
2,785
-254
| -8% | -$58.9K | 0.34% | 80 |
|
|
2020
Q3 | $647K | Buy |
3,039
+174
| +6% | +$37K | 0.41% | 70 |
|
|
2020
Q2 | $511K | Sell |
2,865
-131
| -4% | -$23.4K | 0.35% | 83 |
|
|
2020
Q1 | $548K | Buy |
2,996
+454
| +18% | +$83K | 0.51% | 56 |
|
|
2019
Q4 | $576K | Buy |
2,542
+304
| +14% | +$68.9K | 0.44% | 64 |
|
|
2019
Q3 | $466K | Sell |
2,238
-7
| -0.3% | -$1.46K | 0.41% | 70 |
|
|
2019
Q2 | $479K | Buy |
2,245
+197
| +10% | +$42K | 0.44% | 65 |
|
|
2019
Q1 | $411K | Sell |
2,048
-145
| -7% | -$29.1K | 0.41% | 74 |
|
|
2018
Q4 | $470K | Buy |
+2,193
| New | +$470K | 0.38% | 62 |
|