Cox Capital 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 | $461K | Hold |
950
| – | – | 0.31% | 51 |
|
|
2025
Q1 | $506K | Hold |
950
| – | – | 0.37% | 49 |
|
|
2024
Q4 | $431K | Hold |
950
| – | – | 0.28% | 58 |
|
|
2024
Q3 | $437K | Hold |
950
| – | – | 0.26% | 57 |
|
|
2024
Q2 | $386K | Hold |
950
| – | – | 0.23% | 63 |
|
|
2024
Q1 | $399K | Hold |
950
| – | – | 0.25% | 65 |
|
|
2023
Q4 | $339K | Hold |
950
| – | – | 0.22% | 77 |
|
|
2023
Q3 | $333K | Hold |
950
| – | – | 0.23% | 70 |
|
|
2023
Q2 | $324K | Hold |
950
| – | – | 0.24% | 68 |
|
|
2023
Q1 | $293K | Hold |
950
| – | – | 0.21% | 71 |
|
|
2022
Q4 | $293K | Buy |
+950
| New | +$293K | 0.19% | 84 |
|