Crescent Grove 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 | $3.85M | Sell |
7,923
-155
| -2% | -$75.3K | 0.37% | 58 |
|
2025
Q1 | $4.3M | Sell |
8,078
-84
| -1% | -$44.7K | 0.45% | 48 |
|
2024
Q4 | $3.7M | Buy |
8,162
+241
| +3% | +$109K | 0.37% | 58 |
|
2024
Q3 | $3.65M | Buy |
7,921
+71
| +0.9% | +$32.7K | 0.37% | 51 |
|
2024
Q2 | $3.19M | Sell |
7,850
-5,698
| -42% | -$2.32M | 0.35% | 52 |
|
2024
Q1 | $5.7M | Sell |
13,548
-100
| -0.7% | -$42.1K | 0.59% | 32 |
|
2023
Q4 | $4.87M | Buy |
13,648
+50
| +0.4% | +$17.8K | 0.54% | 37 |
|
2023
Q3 | $4.76M | Sell |
13,598
-217
| -2% | -$76K | 0.59% | 32 |
|
2023
Q2 | $4.71M | Sell |
13,815
-3,516
| -20% | -$1.2M | 0.51% | 40 |
|
2023
Q1 | $5.35M | Sell |
17,331
-2
| -0% | -$618 | 0.62% | 32 |
|
2022
Q4 | $5.35M | Sell |
17,333
-768
| -4% | -$237K | 0.56% | 33 |
|
2022
Q3 | $4.83M | Buy |
18,101
+1,533
| +9% | +$409K | 0.56% | 31 |
|
2022
Q2 | $4.52M | Buy |
16,568
+1,645
| +11% | +$449K | 0.48% | 33 |
|
2022
Q1 | $5.27M | Buy |
14,923
+177
| +1% | +$62.5K | 0.52% | 35 |
|
2021
Q4 | $4.41M | Buy |
14,746
+7,739
| +110% | +$2.31M | 0.41% | 40 |
|
2021
Q3 | $1.91M | Buy |
7,007
+375
| +6% | +$102K | 0.2% | 58 |
|
2021
Q2 | $1.84M | Buy |
6,632
+4,104
| +162% | +$1.14M | 0.19% | 63 |
|
2021
Q1 | $646K | Hold |
2,528
| – | – | 0.08% | 115 |
|
2020
Q4 | $586K | Sell |
2,528
-326
| -11% | -$75.6K | 0.08% | 101 |
|
2020
Q3 | $608K | Hold |
2,854
| – | – | 0.12% | 87 |
|
2020
Q2 | $509K | Sell |
2,854
-920
| -24% | -$164K | 0.11% | 86 |
|
2020
Q1 | $690K | Buy |
3,774
+658
| +21% | +$120K | 0.15% | 64 |
|
2019
Q4 | $706K | Sell |
3,116
-247
| -7% | -$56K | 0.12% | 82 |
|
2019
Q3 | $700K | Sell |
3,363
-56
| -2% | -$11.7K | 0.13% | 71 |
|
2019
Q2 | $729K | Buy |
3,419
+303
| +10% | +$64.6K | 0.14% | 72 |
|
2019
Q1 | $626K | Sell |
3,116
-975
| -24% | -$196K | 0.13% | 80 |
|
2018
Q4 | $835K | Buy |
4,091
+1,540
| +60% | +$314K | 0.18% | 72 |
|
2018
Q3 | $546K | Hold |
2,551
| – | – | 0.12% | 80 |
|
2018
Q2 | $476K | Buy |
2,551
+287
| +13% | +$53.6K | 0.12% | 87 |
|
2018
Q1 | $452K | Buy |
2,264
+953
| +73% | +$190K | 0.11% | 86 |
|
2017
Q4 | $260K | Hold |
1,311
| – | – | 0.07% | 111 |
|
2017
Q3 | $240K | Buy |
+1,311
| New | +$240K | 0.06% | 119 |
|