Crewe 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 | $6.56M | Buy |
13,498
+2,153
| +19% | +$1.05M | 0.93% | 24 |
|
|
2025
Q1 | $6.04M | Sell |
11,345
-14,248
| -56% | -$7.59M | 0.85% | 23 |
|
|
2024
Q4 | $11.6M | Sell |
25,593
-205
| -0.8% | -$92.9K | 1.6% | 19 |
|
|
2024
Q3 | $11.9M | Buy |
25,798
+14,298
| +124% | +$6.58M | 1.38% | 18 |
|
|
2024
Q2 | $4.68M | Sell |
11,500
-347
| -3% | -$141K | 0.52% | 32 |
|
|
2024
Q1 | $4.98M | Buy |
11,847
+778
| +7% | +$327K | 0.58% | 31 |
|
|
2023
Q4 | $3.95M | Buy |
11,069
+594
| +6% | +$212K | 0.62% | 22 |
|
|
2023
Q3 | $3.67M | Sell |
10,475
-37
| -0.4% | -$13K | 0.63% | 22 |
|
|
2023
Q2 | $3.58M | Sell |
10,512
-67
| -0.6% | -$22.8K | 0.5% | 32 |
|
|
2023
Q1 | $3.27M | Sell |
10,579
-79
| -0.7% | -$24.4K | 0.48% | 31 |
|
|
2022
Q4 | $3.29M | Buy |
10,658
+2,502
| +31% | +$773K | 0.52% | 30 |
|
|
2022
Q3 | $2.18M | Buy |
8,156
+1,207
| +17% | +$322K | 0.39% | 29 |
|
|
2022
Q2 | $1.9M | Buy |
6,949
+2,421
| +53% | +$661K | 0.42% | 24 |
|
|
2022
Q1 | $1.6M | Buy |
4,528
+1,188
| +36% | +$419K | 0.31% | 26 |
|
|
2021
Q4 | $999K | Sell |
3,340
-288
| -8% | -$86.1K | 0.2% | 29 |
|
|
2021
Q3 | $990K | Sell |
3,628
-185
| -5% | -$50.5K | 0.23% | 27 |
|
|
2021
Q2 | $1.06M | Sell |
3,813
-247
| -6% | -$68.7K | 0.26% | 28 |
|
|
2021
Q1 | $1.04M | Hold |
4,060
| – | – | 0.26% | 25 |
|
|
2020
Q4 | $941K | Sell |
4,060
-173
| -4% | -$40.1K | 0.38% | 26 |
|
|
2020
Q3 | $901K | Sell |
4,233
-355
| -8% | -$75.6K | 0.42% | 23 |
|
|
2020
Q2 | $819K | Buy |
4,588
+3,597
| +363% | +$642K | 0.4% | 25 |
|
|
2020
Q1 | $181K | Sell |
991
-1,196
| -55% | -$218K | 0.11% | 45 |
|
|
2019
Q4 | $495K | Sell |
2,187
-287
| -12% | -$65K | 0.22% | 33 |
|
|
2019
Q3 | $515K | Sell |
2,474
-30
| -1% | -$6.25K | 0.24% | 28 |
|
|
2019
Q2 | $534K | Buy |
2,504
+51
| +2% | +$10.9K | 0.17% | 33 |
|
|
2019
Q1 | $493K | Sell |
2,453
-1,263
| -34% | -$254K | 0.16% | 31 |
|
|
2018
Q4 | $759K | Buy |
3,716
+900
| +32% | +$184K | 0.24% | 26 |
|
|
2018
Q3 | $603K | Buy |
+2,816
| New | +$603K | 0.51% | 23 |
|