D.B. Root & Company’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 | $1.82M | Sell |
3,756
-41
| -1% | -$19.9K | 0.54% | 31 |
|
2025
Q1 | $2.02M | Buy |
3,797
+121
| +3% | +$64.4K | 0.65% | 30 |
|
2024
Q4 | $1.67M | Sell |
3,676
-52
| -1% | -$23.6K | 0.53% | 32 |
|
2024
Q3 | $1.72M | Sell |
3,728
-308
| -8% | -$142K | 0.57% | 31 |
|
2024
Q2 | $1.64M | Sell |
4,036
-1,161
| -22% | -$472K | 0.56% | 30 |
|
2024
Q1 | $2.19M | Sell |
5,197
-8
| -0.2% | -$3.36K | 0.74% | 27 |
|
2023
Q4 | $1.86M | Sell |
5,205
-24
| -0.5% | -$8.56K | 0.67% | 29 |
|
2023
Q3 | $1.83M | Sell |
5,229
-120
| -2% | -$42K | 0.71% | 27 |
|
2023
Q2 | $1.82M | Buy |
5,349
+102
| +2% | +$34.8K | 0.69% | 26 |
|
2023
Q1 | $1.62M | Buy |
5,247
+194
| +4% | +$59.9K | 0.64% | 33 |
|
2022
Q4 | $1.56M | Sell |
5,053
-68
| -1% | -$21K | 0.66% | 33 |
|
2022
Q3 | $1.37M | Sell |
5,121
-501
| -9% | -$134K | 0.62% | 36 |
|
2022
Q2 | $1.53M | Buy |
5,622
+105
| +2% | +$28.7K | 0.66% | 31 |
|
2022
Q1 | $1.95M | Buy |
5,517
+24
| +0.4% | +$8.47K | 0.72% | 27 |
|
2021
Q4 | $1.64M | Sell |
5,493
-68
| -1% | -$20.3K | 0.59% | 32 |
|
2021
Q3 | $1.52M | Sell |
5,561
-1,483
| -21% | -$405K | 0.59% | 32 |
|
2021
Q2 | $1.96M | Sell |
7,044
-2,285
| -24% | -$635K | 0.73% | 26 |
|
2021
Q1 | $2.38M | Sell |
9,329
-132
| -1% | -$33.7K | 0.94% | 21 |
|
2020
Q4 | $2.19M | Sell |
9,461
-702
| -7% | -$163K | 0.88% | 22 |
|
2020
Q3 | $2.16M | Sell |
10,163
-115
| -1% | -$24.5K | 0.87% | 20 |
|
2020
Q2 | $1.83M | Sell |
10,278
-127
| -1% | -$22.7K | 0.8% | 22 |
|
2020
Q1 | $1.9M | Sell |
10,405
-41
| -0.4% | -$7.5K | 0.96% | 20 |
|
2019
Q4 | $2.37M | Sell |
10,446
-180
| -2% | -$40.8K | 1.04% | 17 |
|
2019
Q3 | $2.21M | Sell |
10,626
-165
| -2% | -$34.3K | 1.03% | 18 |
|
2019
Q2 | $2.3M | Sell |
10,791
-541
| -5% | -$115K | 1.02% | 16 |
|
2019
Q1 | $2.28M | Buy |
11,332
+2,187
| +24% | +$439K | 0.97% | 19 |
|
2018
Q4 | $1.87M | Buy |
9,145
+2,383
| +35% | +$487K | 0.93% | 21 |
|
2018
Q3 | $1.45M | Buy |
6,762
+75
| +1% | +$16.1K | 0.64% | 36 |
|
2018
Q2 | $1.25M | Hold |
6,687
| – | – | 0.59% | 47 |
|
2018
Q1 | $1.33M | Buy |
6,687
+606
| +10% | +$121K | 0.7% | 37 |
|
2017
Q4 | $1.21M | Buy |
+6,081
| New | +$1.21M | 1.03% | 25 |
|