CX Institutional’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 | $9.86M | Buy |
+20,297
| New | +$9.86M | 0.34% | 54 |
|
|
2025
Q1 | – | Sell |
-33,541
| Closed | -$15.2M | – | 1204 |
|
|
2024
Q4 | $15.2M | Buy |
33,541
+4,144
| +14% | +$1.88M | 0.6% | 42 |
|
|
2024
Q3 | $13.5M | Buy |
29,397
+10,638
| +57% | +$4.9M | 0.6% | 48 |
|
|
2024
Q2 | $7.63M | Buy |
18,759
+2,921
| +18% | +$1.19M | 0.36% | 69 |
|
|
2024
Q1 | $6.66M | Buy |
15,838
+151
| +1% | +$63.5K | 0.32% | 80 |
|
|
2023
Q4 | $5.59M | Sell |
15,687
-147
| -0.9% | -$52.4K | 0.3% | 93 |
|
|
2023
Q3 | $5.55M | Sell |
15,834
-3,865
| -20% | -$1.35M | 0.31% | 87 |
|
|
2023
Q2 | $6.72M | Sell |
19,699
-2,368
| -11% | -$807K | 0.35% | 79 |
|
|
2023
Q1 | $6.84M | Buy |
22,067
+1,000
| +5% | +$310K | 0.36% | 76 |
|
|
2022
Q4 | $6.51M | Buy |
21,067
+2,540
| +14% | +$785K | 0.4% | 61 |
|
|
2022
Q3 | $4.95M | Sell |
18,527
-6,614
| -26% | -$1.77M | 0.34% | 78 |
|
|
2022
Q2 | $6.86M | Buy |
25,141
+12,469
| +98% | +$3.4M | 0.52% | 47 |
|
|
2022
Q1 | $4.47M | Buy |
12,672
+1,174
| +10% | +$414K | 0.36% | 79 |
|
|
2021
Q4 | $3.44M | Sell |
11,498
-325
| -3% | -$97.2K | 0.27% | 117 |
|
|
2021
Q3 | $3.23M | Sell |
11,823
-17
| -0.1% | -$4.64K | 0.26% | 94 |
|
|
2021
Q2 | $3.29M | Buy |
11,840
+63
| +0.5% | +$17.5K | 0.27% | 100 |
|
|
2021
Q1 | $3.01M | Buy |
11,777
+623
| +6% | +$159K | 0.27% | 99 |
|
|
2020
Q4 | $2.59M | Buy |
11,154
+10,026
| +889% | +$2.32M | 0.25% | 120 |
|
|
2020
Q3 | $240K | Sell |
1,128
-6,962
| -86% | -$1.48M | 0.03% | 253 |
|
|
2020
Q2 | $1.44M | Buy |
8,090
+391
| +5% | +$69.8K | 0.19% | 132 |
|
|
2020
Q1 | $1.41M | Sell |
7,699
-51
| -0.7% | -$9.33K | 0.23% | 104 |
|
|
2019
Q4 | $1.76M | Sell |
7,750
-328
| -4% | -$74.3K | 0.31% | 80 |
|
|
2019
Q3 | $1.68M | Buy |
+8,078
| New | +$1.68M | 0.27% | 93 |
|
|
2019
Q2 | – | Sell |
-8,744
| Closed | -$1.76M | – | 948 |
|
|
2019
Q1 | $1.76M | Buy |
8,744
+567
| +7% | +$114K | 0.31% | 101 |
|
|
2018
Q4 | $1.67M | Buy |
8,177
+7,724
| +1,705% | +$1.58M | 0.35% | 70 |
|
|
2018
Q3 | $97K | Hold |
453
| – | – | 0.03% | 142 |
|
|
2018
Q2 | $85K | Buy |
+453
| New | +$85K | 0.03% | 134 |
|