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 |
|