Clio Asset Management’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 | $12.4M | Sell |
25,468
-209
| -0.8% | -$102K | 9.7% | 4 |
|
|
2025
Q1 | $13.7M | Sell |
25,677
-2,665
| -9% | -$1.42M | 10.88% | 3 |
|
|
2024
Q4 | $12.8M | Sell |
28,342
-691
| -2% | -$313K | 9.48% | 3 |
|
|
2024
Q3 | $13.4M | Buy |
29,033
+132
| +0.5% | +$60.8K | 9.38% | 6 |
|
|
2024
Q2 | $11.8M | Buy |
28,901
+3,117
| +12% | +$1.27M | 9.18% | 5 |
|
|
2024
Q1 | $10.8M | Buy |
25,784
+38
| +0.1% | +$16K | 7.84% | 6 |
|
|
2023
Q4 | $9.18M | Sell |
25,746
-1,258
| -5% | -$449K | 7.46% | 7 |
|
|
2023
Q3 | $9.46M | Buy |
27,004
+2,402
| +10% | +$841K | 8.27% | 8 |
|
|
2023
Q2 | $8.39M | Buy |
+24,602
| New | +$8.39M | 7.77% | 7 |
|