Diversified Portfolios Inc’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 | $1.09M | Sell |
2,251
-6
| -0.3% | -$2.92K | 0.1% | 84 |
|
2025
Q1 | $1.2M | Hold |
2,257
| – | – | 0.13% | 77 |
|
2024
Q4 | $1.02M | Hold |
2,257
| – | – | 0.11% | 79 |
|
2024
Q3 | $1.04M | Sell |
2,257
-752
| -25% | -$346K | 0.12% | 78 |
|
2024
Q2 | $1.22M | Buy |
3,009
+1,535
| +104% | +$624K | 0.16% | 69 |
|
2024
Q1 | $620K | Hold |
1,474
| – | – | 0.09% | 87 |
|
2023
Q4 | $526K | Buy |
1,474
+110
| +8% | +$39.2K | 0.08% | 90 |
|
2023
Q3 | $478K | Buy |
1,364
+30
| +2% | +$10.5K | 0.09% | 85 |
|
2023
Q2 | $455K | Sell |
1,334
-30
| -2% | -$10.2K | 0.09% | 89 |
|
2023
Q1 | $421K | Sell |
1,364
-500
| -27% | -$154K | 0.09% | 95 |
|
2022
Q4 | $576K | Sell |
1,864
-100
| -5% | -$30.9K | 0.13% | 81 |
|
2022
Q3 | $524K | Buy |
1,964
+460
| +31% | +$123K | 0.14% | 76 |
|
2022
Q2 | $411K | Sell |
1,504
-60
| -4% | -$16.4K | 0.11% | 88 |
|
2022
Q1 | $552K | Buy |
1,564
+200
| +15% | +$70.6K | 0.13% | 79 |
|
2021
Q4 | $408K | Hold |
1,364
| – | – | 0.1% | 97 |
|
2021
Q3 | $372K | Hold |
1,364
| – | – | 0.1% | 89 |
|
2021
Q2 | $379K | Hold |
1,364
| – | – | 0.14% | 76 |
|
2021
Q1 | $348K | Sell |
1,364
-130
| -9% | -$33.2K | 0.11% | 72 |
|
2020
Q4 | $346K | Buy |
1,494
+22
| +1% | +$5.1K | 0.12% | 69 |
|
2020
Q3 | $313K | Sell |
1,472
-271
| -16% | -$57.6K | 0.14% | 56 |
|
2020
Q2 | $311K | Sell |
1,743
-70
| -4% | -$12.5K | 0.15% | 46 |
|
2020
Q1 | $322K | Buy |
1,813
+50
| +3% | +$8.88K | 0.18% | 40 |
|
2019
Q4 | $399K | Sell |
1,763
-46
| -3% | -$10.4K | 0.19% | 38 |
|
2019
Q3 | $376K | Hold |
1,809
| – | – | 0.19% | 38 |
|
2019
Q2 | $386K | Hold |
1,809
| – | – | 0.21% | 30 |
|
2019
Q1 | $363K | Buy |
1,809
+260
| +17% | +$52.2K | 0.2% | 35 |
|
2018
Q4 | $316K | Hold |
1,549
| – | – | 0.2% | 36 |
|
2018
Q3 | $332K | Sell |
1,549
-50
| -3% | -$10.7K | 0.18% | 36 |
|
2018
Q2 | $298K | Sell |
1,599
-300
| -16% | -$55.9K | 0.17% | 38 |
|
2018
Q1 | $379K | Sell |
1,899
-128
| -6% | -$25.5K | 0.22% | 31 |
|
2017
Q4 | $402K | Buy |
2,027
+28
| +1% | +$5.55K | 0.22% | 32 |
|
2017
Q3 | $366K | Buy |
1,999
+100
| +5% | +$18.3K | 0.21% | 32 |
|
2017
Q2 | $322K | Hold |
1,899
| – | – | 0.19% | 35 |
|
2017
Q1 | $317K | Buy |
1,899
+278
| +17% | +$46.4K | 0.19% | 35 |
|
2016
Q4 | $264K | Hold |
1,621
| – | – | 0.16% | 37 |
|
2016
Q3 | $234K | Hold |
1,621
| – | – | 0.15% | 38 |
|
2016
Q2 | $235K | Hold |
1,621
| – | – | 0.15% | 43 |
|
2016
Q1 | $230K | Sell |
1,621
-302
| -16% | -$42.9K | 0.14% | 43 |
|
2015
Q4 | $254K | Sell |
1,923
-200
| -9% | -$26.4K | 0.16% | 37 |
|
2015
Q3 | $277K | Hold |
2,123
| – | – | 0.18% | 40 |
|
2015
Q2 | $303K | Buy |
2,123
+352
| +20% | +$50.2K | 0.19% | 37 |
|
2015
Q1 | $256K | Buy |
1,771
+200
| +13% | +$28.9K | 0.16% | 42 |
|
2014
Q4 | $236K | Buy |
+1,571
| New | +$236K | 0.14% | 70 |
|