DIM
Delta Investment Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
21,843
-1,228
| -5% | -$597K | 2.04% | 16 |
|
|
2025
Q1 | $12.3M | Buy |
23,071
+216
| +0.9% | +$115K | 2.48% | 9 |
|
|
2024
Q4 | $10.4M | Buy |
22,855
+1,116
| +5% | +$506K | 2.02% | 12 |
|
|
2024
Q3 | $10M | Buy |
21,739
+753
| +4% | +$347K | 2.04% | 15 |
|
|
2024
Q2 | $8.54M | Buy |
20,986
+290
| +1% | +$118K | 1.88% | 13 |
|
|
2024
Q1 | $8.7M | Sell |
20,696
-876
| -4% | -$368K | 1.98% | 15 |
|
|
2023
Q4 | $7.69M | Buy |
21,572
+39
| +0.2% | +$13.9K | 1.91% | 14 |
|
|
2023
Q3 | $7.54M | Buy |
21,533
+109
| +0.5% | +$38.2K | 2.09% | 12 |
|
|
2023
Q2 | $7.31M | Sell |
21,424
-2,664
| -11% | -$908K | 2% | 14 |
|
|
2023
Q1 | $7.44M | Sell |
24,088
-1,016
| -4% | -$314K | 2.13% | 10 |
|
|
2022
Q4 | $7.75M | Sell |
25,104
-2,004
| -7% | -$619K | 2.51% | 12 |
|
|
2022
Q3 | $7.24M | Buy |
27,108
+488
| +2% | +$130K | 3.13% | 8 |
|
|
2022
Q2 | $7.27M | Sell |
26,620
-924
| -3% | -$252K | 3.32% | 8 |
|
|
2022
Q1 | $9.72M | Sell |
27,544
-6,348
| -19% | -$2.24M | 2.88% | 12 |
|
|
2021
Q4 | $10.1M | Sell |
33,892
-1,452
| -4% | -$434K | 2.92% | 9 |
|
|
2021
Q3 | $9.65M | Sell |
35,344
-5,099
| -13% | -$1.39M | 3.03% | 5 |
|
|
2021
Q2 | $11.2M | Buy |
40,443
+72
| +0.2% | +$20K | 3.34% | 3 |
|
|
2021
Q1 | $10.3M | Sell |
40,371
-10,794
| -21% | -$2.76M | 3.28% | 4 |
|
|
2020
Q4 | $11.9M | Sell |
51,165
-2,149
| -4% | -$498K | 3.81% | 2 |
|
|
2020
Q3 | $11.4M | Buy |
53,314
+4,260
| +9% | +$907K | 6.15% | 2 |
|
|
2020
Q2 | $8.76M | Sell |
49,054
-2,079
| -4% | -$371K | 3.65% | 3 |
|
|
2020
Q1 | $9.35M | Buy |
51,133
+2,628
| +5% | +$480K | 7.15% | 2 |
|
|
2019
Q4 | $11M | Buy |
48,505
+14,801
| +44% | +$3.35M | 4% | 5 |
|
|
2019
Q3 | $7.01M | Buy |
33,704
+230
| +0.7% | +$47.8K | 3.66% | 4 |
|
|
2019
Q2 | $7.14M | Buy |
33,474
+31,338
| +1,467% | +$6.68M | 4.08% | 3 |
|
|
2019
Q1 | $429K | Buy |
+2,136
| New | +$429K | 0.38% | 41 |
|