DeDora Capital’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 | $1.14M | Buy |
2,356
+78
| +3% | +$37.9K | 0.3% | 59 |
|
|
2025
Q1 | $1.21M | Sell |
2,278
-83
| -4% | -$44.2K | 0.35% | 54 |
|
|
2024
Q4 | $1.07M | Sell |
2,361
-607
| -20% | -$275K | 0.29% | 58 |
|
|
2024
Q3 | $1.37M | Buy |
2,968
+19
| +0.6% | +$8.75K | 0.38% | 51 |
|
|
2024
Q2 | $1.2M | Buy |
2,949
+11
| +0.4% | +$4.48K | 0.37% | 50 |
|
|
2024
Q1 | $1.24M | Hold |
2,938
| – | – | 0.39% | 53 |
|
|
2023
Q4 | $1.05M | Hold |
2,938
| – | – | 0.37% | 54 |
|
|
2023
Q3 | $1.03M | Hold |
2,938
| – | – | 0.41% | 50 |
|
|
2023
Q2 | $1M | Sell |
2,938
-102
| -3% | -$34.8K | 0.39% | 52 |
|
|
2023
Q1 | $939K | Sell |
3,040
-17
| -0.6% | -$5.25K | 0.4% | 56 |
|
|
2022
Q4 | $944K | Hold |
3,057
| – | – | 0.45% | 50 |
|
|
2022
Q3 | $816K | Buy |
3,057
+140
| +5% | +$37.4K | 0.42% | 55 |
|
|
2022
Q2 | $796K | Buy |
2,917
+54
| +2% | +$14.7K | 0.4% | 57 |
|
|
2022
Q1 | $1.01M | Buy |
+2,863
| New | +$1.01M | 0.41% | 53 |
|
|
2021
Q4 | – | Sell |
-3,346
| Closed | -$913K | – | 67 |
|
|
2021
Q3 | $913K | Buy |
3,346
+196
| +6% | +$53.5K | 0.4% | 53 |
|
|
2021
Q2 | $875K | Sell |
3,150
-36
| -1% | -$10K | 0.38% | 54 |
|
|
2021
Q1 | $814K | Sell |
3,186
-76
| -2% | -$19.4K | 0.39% | 56 |
|
|
2020
Q4 | $756K | Sell |
3,262
-881
| -21% | -$204K | 0.37% | 61 |
|
|
2020
Q3 | $882K | Buy |
4,143
+138
| +3% | +$29.4K | 0.49% | 51 |
|
|
2020
Q2 | $715K | Sell |
4,005
-266
| -6% | -$47.5K | 0.43% | 54 |
|
|
2020
Q1 | $781K | Hold |
4,271
| – | – | 0.59% | 47 |
|
|
2019
Q4 | $967K | Buy |
4,271
+1,157
| +37% | +$262K | 0.58% | 48 |
|
|
2019
Q3 | $648K | Sell |
3,114
-939
| -23% | -$195K | 0.45% | 52 |
|
|
2019
Q2 | $864K | Buy |
4,053
+98
| +2% | +$20.9K | 0.61% | 44 |
|
|
2019
Q1 | $795K | Buy |
3,955
+864
| +28% | +$174K | 0.6% | 43 |
|
|
2018
Q4 | $631K | Sell |
3,091
-59
| -2% | -$12K | 0.56% | 45 |
|
|
2018
Q3 | $674K | Sell |
3,150
-78
| -2% | -$16.7K | 0.51% | 43 |
|
|
2018
Q2 | $603K | Hold |
3,228
| – | – | 0.48% | 48 |
|
|
2018
Q1 | $644K | Sell |
3,228
-10
| -0.3% | -$2K | 0.52% | 47 |
|
|
2017
Q4 | $642K | Buy |
+3,238
| New | +$642K | 0.53% | 44 |
|