Coyle Financial Counsel’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 | $803K | Buy |
1,654
+169
| +11% | +$82.1K | 0.22% | 50 |
|
|
2025
Q1 | $791K | Buy |
1,485
+345
| +30% | +$184K | 0.24% | 46 |
|
|
2024
Q4 | $517K | Buy |
1,140
+325
| +40% | +$147K | 0.16% | 54 |
|
|
2024
Q3 | $332K | Buy |
815
+280
| +52% | +$114K | 0.12% | 56 |
|
|
2024
Q2 | $225K | Hold |
535
| – | – | 0.08% | 63 |
|
|
2024
Q1 | $225K | Buy |
+535
| New | +$225K | 0.08% | 63 |
|
|
2023
Q3 | – | Sell |
-1,009
| Closed | -$344K | – | 64 |
|
|
2023
Q2 | $344K | Buy |
1,009
+28
| +3% | +$9.55K | 0.15% | 49 |
|
|
2023
Q1 | $303K | Sell |
981
-70
| -7% | -$21.6K | 0.14% | 51 |
|
|
2022
Q4 | $325K | Buy |
1,051
+22
| +2% | +$6.8K | 0.16% | 49 |
|
|
2022
Q3 | $275K | Sell |
1,029
-450
| -30% | -$120K | 0.18% | 48 |
|
|
2022
Q2 | $404K | Hold |
1,479
| – | – | 0.22% | 48 |
|
|
2022
Q1 | $522K | Buy |
+1,479
| New | +$522K | 0.28% | 45 |
|
|
2021
Q2 | – | Sell |
-1,091
| Closed | -$279K | – | 58 |
|
|
2021
Q1 | $279K | Buy |
+1,091
| New | +$279K | 0.19% | 53 |
|
|
2020
Q1 | – | Sell |
-895
| Closed | -$203K | – | 50 |
|
|
2019
Q4 | $203K | Buy |
+895
| New | +$203K | 0.19% | 54 |
|
|
2018
Q3 | – | Sell |
-1,876
| Closed | -$350K | – | 67 |
|
|
2018
Q2 | $350K | Buy |
1,876
+1,698
| +954% | +$317K | 0.33% | 42 |
|
|
2018
Q1 | $36K | Buy |
+178
| New | +$36K | 0.04% | 54 |
|