DA
Detalus Advisors’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 | $262K | Hold |
540
| – | – | 0.08% | 135 |
|
|
2025
Q1 | $288K | Buy |
+540
| New | +$288K | 0.09% | 125 |
|
|
2023
Q2 | – | Sell |
-763
| Closed | -$236K | – | 149 |
|
|
2023
Q1 | $236K | Hold |
763
| – | – | 0.11% | 120 |
|
|
2022
Q4 | $236K | Hold |
763
| – | – | 0.12% | 118 |
|
|
2022
Q3 | $204K | Hold |
763
| – | – | 0.12% | 115 |
|
|
2022
Q2 | $208K | Sell |
763
-100
| -12% | -$27.3K | 0.12% | 107 |
|
|
2022
Q1 | $305K | Sell |
863
-450
| -34% | -$159K | 0.16% | 86 |
|
|
2021
Q4 | $393K | Sell |
1,313
-1,600
| -55% | -$479K | 0.19% | 78 |
|
|
2021
Q3 | $795K | Sell |
2,913
-617
| -17% | -$168K | 0.4% | 40 |
|
|
2021
Q2 | $981K | Buy |
3,530
+256
| +8% | +$71.1K | 0.52% | 34 |
|
|
2021
Q1 | $836K | Hold |
3,274
| – | – | 0.49% | 35 |
|
|
2020
Q4 | $759K | Sell |
3,274
-35
| -1% | -$8.11K | 0.48% | 34 |
|
|
2020
Q3 | $705K | Sell |
3,309
-198
| -6% | -$42.2K | 0.51% | 34 |
|
|
2020
Q2 | $626K | Buy |
+3,507
| New | +$626K | 0.48% | 42 |
|