Conservest Capital 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 | $300K | Sell |
617
-58
| -9% | -$28.2K | 0.03% | 101 |
|
|
2025
Q1 | $359K | Hold |
675
| – | – | 0.04% | 81 |
|
|
2024
Q4 | $306K | Sell |
675
-2
| -0.3% | -$907 | 0.03% | 88 |
|
|
2024
Q3 | $285K | Hold |
677
| – | – | 0.03% | 87 |
|
|
2024
Q2 | $285K | Hold |
677
| – | – | 0.03% | 86 |
|
|
2024
Q1 | $285K | Sell |
677
-40
| -6% | -$16.8K | 0.03% | 87 |
|
|
2023
Q4 | $256K | Sell |
717
-70
| -9% | -$25K | 0.03% | 92 |
|
|
2023
Q3 | $276K | Hold |
787
| – | – | 0.03% | 81 |
|
|
2023
Q2 | $268K | Hold |
787
| – | – | 0.03% | 83 |
|
|
2023
Q1 | $243K | Hold |
787
| – | – | 0.03% | 84 |
|
|
2022
Q4 | $243K | Buy |
+787
| New | +$243K | 0.03% | 77 |
|
|
2022
Q3 | – | Sell |
-1,225
| Closed | -$334K | – | 62 |
|
|
2022
Q2 | $334K | Hold |
1,225
| – | – | 0.04% | 68 |
|
|
2022
Q1 | $432K | Hold |
1,225
| – | – | 0.05% | 64 |
|
|
2021
Q4 | $366K | Buy |
+1,225
| New | +$366K | 0.04% | 74 |
|
|
2021
Q3 | – | Sell |
-1,225
| Closed | -$340K | – | 84 |
|
|
2021
Q2 | $340K | Hold |
1,225
| – | – | 0.04% | 67 |
|
|
2021
Q1 | $313K | Sell |
1,225
-2
| -0.2% | -$511 | 0.04% | 65 |
|
|
2020
Q4 | $285K | Buy |
1,227
+36
| +3% | +$8.36K | 0.03% | 68 |
|
|
2020
Q3 | $254K | Sell |
1,191
-246
| -17% | -$52.5K | 0.03% | 67 |
|
|
2020
Q2 | $257K | Hold |
1,437
| – | – | 0.04% | 65 |
|
|
2020
Q1 | $263K | Buy |
1,437
+2
| +0.1% | +$366 | 0.04% | 56 |
|
|
2019
Q4 | $325K | Hold |
1,435
| – | – | 0.04% | 64 |
|
|
2019
Q3 | $299K | Sell |
1,435
-200
| -12% | -$41.7K | 0.04% | 67 |
|
|
2019
Q2 | $349K | Hold |
1,635
| – | – | 0.05% | 64 |
|
|
2019
Q1 | $328K | Buy |
1,635
+98
| +6% | +$19.7K | 0.05% | 64 |
|
|
2018
Q4 | $314K | Hold |
1,537
| – | – | 0.05% | 63 |
|
|
2018
Q3 | $329K | Sell |
1,537
-238
| -13% | -$50.9K | 0.05% | 66 |
|
|
2018
Q2 | $331K | Hold |
1,775
| – | – | 0.05% | 66 |
|
|
2018
Q1 | $354K | Hold |
1,775
| – | – | 0.08% | 56 |
|
|
2017
Q4 | $352K | Buy |
1,775
+65
| +4% | +$12.9K | 0.07% | 59 |
|
|
2017
Q3 | $313K | Buy |
+1,710
| New | +$313K | 0.05% | 76 |
|