Darwin Wealth Management’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 | – | Sell |
-253
| Closed | -$115K | – | 618 |
|
|
2025
Q1 | $115K | Hold |
253
| – | – | 0.04% | 166 |
|
|
2024
Q4 | $115K | Sell |
253
-351
| -58% | -$159K | 0.04% | 166 |
|
|
2024
Q3 | $278K | Buy |
+604
| New | +$278K | 0.08% | 119 |
|
|
2024
Q2 | – | Sell |
-998
| Closed | -$420K | – | 89 |
|
|
2024
Q1 | $420K | Buy |
998
+301
| +43% | +$127K | 0.12% | 100 |
|
|
2023
Q4 | $249K | Hold |
697
| – | – | 0.07% | 129 |
|
|
2023
Q3 | $244K | Hold |
697
| – | – | 0.07% | 128 |
|
|
2023
Q2 | $239K | Sell |
697
-250
| -26% | -$85.8K | 0.06% | 129 |
|
|
2023
Q1 | $307K | Sell |
947
-150
| -14% | -$48.6K | 0.08% | 118 |
|
|
2022
Q4 | $348K | Sell |
1,097
-293
| -21% | -$93.1K | 0.09% | 118 |
|
|
2022
Q3 | $385K | Hold |
1,390
| – | – | 0.1% | 116 |
|
|
2022
Q2 | $406K | Sell |
1,390
-619
| -31% | -$181K | 0.08% | 121 |
|
|
2022
Q1 | $709K | Sell |
2,009
-53
| -3% | -$18.7K | 0.12% | 104 |
|
|
2021
Q4 | $641K | Sell |
2,062
-224
| -10% | -$69.6K | 0.1% | 110 |
|
|
2021
Q3 | $624K | Sell |
2,286
-97
| -4% | -$26.5K | 0.1% | 103 |
|
|
2021
Q2 | $662K | Sell |
2,383
-38
| -2% | -$10.6K | 0.11% | 104 |
|
|
2021
Q1 | $618K | Sell |
2,421
-1,053
| -30% | -$269K | 0.11% | 103 |
|
|
2020
Q4 | $805K | Buy |
3,474
+313
| +10% | +$72.5K | 0.15% | 90 |
|
|
2020
Q3 | $673K | Sell |
3,161
-920
| -23% | -$196K | 0.15% | 88 |
|
|
2020
Q2 | $728K | Sell |
4,081
-743
| -15% | -$133K | 0.19% | 89 |
|
|
2020
Q1 | $881K | Buy |
4,824
+2,038
| +73% | +$372K | 0.28% | 66 |
|
|
2019
Q4 | $631K | Buy |
2,786
+34
| +1% | +$7.7K | 0.17% | 99 |
|
|
2019
Q3 | $572K | Sell |
2,752
-12
| -0.4% | -$2.49K | 0.17% | 97 |
|
|
2019
Q2 | $589K | Buy |
2,764
+418
| +18% | +$89.1K | 0.18% | 97 |
|
|
2019
Q1 | $471K | Buy |
2,346
+127
| +6% | +$25.5K | 0.16% | 101 |
|
|
2018
Q4 | $453K | Sell |
2,219
-13
| -0.6% | -$2.65K | 0.32% | 55 |
|
|
2018
Q3 | $480K | Buy |
+2,232
| New | +$480K | 0.27% | 65 |
|
|
2018
Q2 | – | Sell |
-2,344
| Closed | -$467K | – | 72 |
|
|
2018
Q1 | $467K | Sell |
2,344
-390
| -14% | -$77.7K | 0.34% | 64 |
|
|
2017
Q4 | $541K | Buy |
2,734
+615
| +29% | +$122K | 0.23% | 95 |
|
|
2017
Q3 | $388K | Sell |
2,119
-148
| -7% | -$27.1K | 0.38% | 61 |
|
|
2017
Q2 | $384K | Buy |
2,267
+46
| +2% | +$7.79K | 0.21% | 99 |
|
|
2017
Q1 | $370K | Buy |
2,221
+888
| +67% | +$148K | 0.21% | 92 |
|
|
2016
Q4 | $217K | Buy |
+1,333
| New | +$217K | 0.15% | 100 |
|