Cooper/Haims 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 | $798K | Buy |
1,643
+122
| +8% | +$59.3K | 0.39% | 29 |
|
|
2025
Q1 | $810K | Sell |
1,521
-26
| -2% | -$13.8K | 0.44% | 26 |
|
|
2024
Q4 | $701K | Sell |
1,547
-14
| -0.9% | -$6.35K | 0.4% | 28 |
|
|
2024
Q3 | $718K | Hold |
1,561
| – | – | 0.4% | 27 |
|
|
2024
Q2 | $635K | Buy |
1,561
+194
| +14% | +$78.9K | 0.36% | 31 |
|
|
2024
Q1 | $575K | Hold |
1,367
| – | – | 0.33% | 34 |
|
|
2023
Q4 | $488K | Buy |
1,367
+10
| +0.7% | +$3.57K | 0.28% | 35 |
|
|
2023
Q3 | $475K | Sell |
1,357
-8
| -0.6% | -$2.8K | 0.37% | 33 |
|
|
2023
Q2 | $465K | Buy |
1,365
+112
| +9% | +$38.2K | 0.36% | 35 |
|
|
2023
Q1 | $387K | Sell |
1,253
-627
| -33% | -$194K | 0.31% | 40 |
|
|
2022
Q4 | $581K | Sell |
1,880
-112
| -6% | -$34.6K | 0.41% | 30 |
|
|
2022
Q3 | $532K | Hold |
1,992
| – | – | 0.44% | 31 |
|
|
2022
Q2 | $544K | Buy |
1,992
+62
| +3% | +$16.9K | 0.36% | 32 |
|
|
2022
Q1 | $681K | Buy |
1,930
+47
| +2% | +$16.6K | 0.44% | 29 |
|
|
2021
Q4 | $563K | Buy |
1,883
+336
| +22% | +$100K | 0.35% | 37 |
|
|
2021
Q3 | $422K | Hold |
1,547
| – | – | 0.25% | 46 |
|
|
2021
Q2 | $430K | Sell |
1,547
-310
| -17% | -$86.2K | 0.28% | 42 |
|
|
2021
Q1 | $474K | Buy |
1,857
+587
| +46% | +$150K | 0.34% | 34 |
|
|
2020
Q4 | $294K | Buy |
1,270
+247
| +24% | +$57.2K | 0.23% | 50 |
|
|
2020
Q3 | $218K | Buy |
+1,023
| New | +$218K | 0.18% | 51 |
|