Delos Wealth 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
$331K Hold
681
0.26% 44
2025
Q1
$363K Buy
681
+10
+1% +$5.33K 0.29% 45
2024
Q4
$304K Buy
671
+70
+12% +$31.7K 0.24% 45
2024
Q3
$277K Buy
601
+53
+10% +$24.4K 0.24% 50
2024
Q2
$223K Buy
548
+403
+278% +$164K 0.22% 52
2024
Q1
$61K Sell
145
-1,006
-87% -$423K 0.07% 63
2023
Q4
$411K Sell
1,151
-1,174
-50% -$419K 0.6% 29
2023
Q3
$837K Buy
2,325
+2,148
+1,214% +$774K 1.01% 31
2023
Q2
$60.4K Hold
177
0.08% 60
2023
Q1
$54.7K Sell
177
-141
-44% -$43.5K 0.07% 61
2022
Q4
$98.2K Buy
318
+68
+27% +$21K 0.15% 48
2022
Q3
$67K Buy
250
+9
+4% +$2.41K 0.08% 52
2022
Q2
$66K Sell
241
-159
-40% -$43.5K 0.07% 54
2022
Q1
$141K Buy
400
+159
+66% +$56K 0.14% 54
2021
Q4
$72K Buy
241
+100
+71% +$29.9K 0.07% 60
2021
Q3
$38K Hold
141
0.04% 59
2021
Q2
$39K Buy
+141
New +$39K 0.05% 56