Corient Private Wealth’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $926M | Buy |
1,907,212
+47,075
| +3% | +$22.9M | 0.98% | 16 |
|
|
2025
Q1 | $1.06B | Sell |
1,860,137
-65,400
| -3% | -$37.2M | 1.73% | 7 |
|
|
2024
Q4 | $865M | Sell |
1,925,537
-21,580
| -1% | -$9.7M | 1.44% | 10 |
|
|
2024
Q3 | $896M | Sell |
1,947,117
-77,722
| -4% | -$35.8M | 1.4% | 9 |
|
|
2024
Q2 | $824M | Buy |
2,024,839
+1,570
| +0.1% | +$639K | 1.43% | 8 |
|
|
2024
Q1 | $849M | Sell |
2,023,269
-3,135
| -0.2% | -$1.32M | 1.51% | 7 |
|
|
2023
Q4 | $723M | Buy |
2,026,404
+182,039
| +10% | +$64.9M | 1.33% | 7 |
|
|
2023
Q3 | $646M | Sell |
1,844,365
-1,539
| -0.1% | -$539K | 1.48% | 6 |
|
|
2023
Q2 | $629M | Buy |
1,845,904
+196,641
| +12% | +$67.1M | 1.45% | 4 |
|
|
2023
Q1 | $509M | Buy |
1,649,263
+256,150
| +18% | +$79.1M | 1.37% | 5 |
|
|
2022
Q4 | $430M | Buy |
+1,393,113
| New | +$430M | 1.56% | 3 |
|