Davidson Investment 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 | $269K | Buy |
554
+100
| +22% | +$48.6K | 0.01% | 112 |
|
|
2025
Q1 | $242K | Hold |
454
| – | – | 0.01% | 113 |
|
|
2024
Q4 | $206K | Buy |
+454
| New | +$206K | 0.01% | 122 |
|
|
2017
Q3 | – | Sell |
-214
| Closed | -$36K | – | 115 |
|
|
2017
Q2 | $36K | Sell |
214
-500
| -70% | -$84.1K | 0.01% | 139 |
|
|
2017
Q1 | $118K | Sell |
714
-365
| -34% | -$60.3K | 0.02% | 113 |
|
|
2016
Q4 | $174K | Buy |
1,079
+365
| +51% | +$58.9K | 0.02% | 107 |
|
|
2016
Q3 | $102K | Buy |
714
+500
| +234% | +$71.4K | 0.02% | 116 |
|
|
2016
Q2 | $30K | Buy |
214
+124
| +138% | +$17.4K | 0.01% | 139 |
|
|
2016
Q1 | $12K | Buy |
+90
| New | +$12K | ﹤0.01% | 199 |
|
|
2015
Q3 | – | Sell |
-171
| Closed | -$23K | – | 206 |
|
|
2015
Q2 | $23K | Buy |
+171
| New | +$23K | ﹤0.01% | 179 |
|