Doheny Asset Management’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 | $2.22M | Hold |
4,565
| – | – | 1.55% | 20 |
|
2025
Q1 | $2.43M | Hold |
4,565
| – | – | 1.9% | 19 |
|
2024
Q4 | $2.07M | Hold |
4,565
| – | – | 1.54% | 22 |
|
2024
Q3 | $2.1M | Buy |
4,565
+25
| +0.6% | +$11.5K | 1.43% | 24 |
|
2024
Q2 | $1.85M | Hold |
4,540
| – | – | 1.32% | 23 |
|
2024
Q1 | $1.91M | Buy |
4,540
+1,500
| +49% | +$631K | 1.57% | 24 |
|
2023
Q4 | $1.08M | Hold |
3,040
| – | – | 1.06% | 28 |
|
2023
Q3 | $1.07M | Buy |
3,040
+90
| +3% | +$31.5K | 1.03% | 29 |
|
2023
Q2 | $1.01M | Hold |
2,950
| – | – | 0.86% | 35 |
|
2023
Q1 | $911K | Sell |
2,950
-50
| -2% | -$15.4K | 0.82% | 37 |
|
2022
Q4 | $927K | Buy |
3,000
+50
| +2% | +$15.5K | 1.08% | 34 |
|
2022
Q3 | $788K | Buy |
+2,950
| New | +$788K | 0.79% | 40 |
|
2022
Q1 | $1.18M | Hold |
3,350
| – | – | 0.86% | 39 |
|
2021
Q4 | $1M | Hold |
3,350
| – | – | 0.7% | 43 |
|
2021
Q3 | $914K | Sell |
3,350
-1,515
| -31% | -$413K | 0.65% | 51 |
|
2021
Q2 | $1.35M | Hold |
4,865
| – | – | 0.87% | 40 |
|
2021
Q1 | $1.24M | Hold |
4,865
| – | – | 0.84% | 42 |
|
2020
Q4 | $1.13M | Sell |
4,865
-105
| -2% | -$24.3K | 0.78% | 38 |
|
2020
Q3 | $1.06M | Hold |
4,970
| – | – | 0.87% | 37 |
|
2020
Q2 | $887K | Buy |
4,970
+430
| +9% | +$76.7K | 0.84% | 40 |
|
2020
Q1 | $1.03M | Hold |
4,540
| – | – | 0.81% | 45 |
|
2019
Q4 | $1.03M | Sell |
4,540
-150
| -3% | -$34K | 0.81% | 45 |
|
2019
Q3 | $976K | Hold |
4,690
| – | – | 0.85% | 41 |
|
2019
Q2 | $1M | Sell |
4,690
-20
| -0.4% | -$4.26K | 0.84% | 42 |
|
2019
Q1 | $946K | Hold |
4,710
| – | – | 0.8% | 39 |
|
2018
Q4 | $962K | Hold |
4,710
| – | – | 0.7% | 40 |
|
2018
Q3 | $1.01M | Hold |
4,710
| – | – | 0.53% | 51 |
|
2018
Q2 | $879K | Sell |
4,710
-25
| -0.5% | -$4.67K | 0.48% | 54 |
|
2018
Q1 | $945K | Hold |
4,735
| – | – | 0.5% | 54 |
|
2017
Q4 | $939K | Hold |
4,735
| – | – | 0.44% | 58 |
|
2017
Q3 | $868K | Hold |
4,735
| – | – | 0.4% | 62 |
|
2017
Q2 | $802K | Hold |
4,735
| – | – | 0.38% | 61 |
|
2017
Q1 | $789K | Hold |
4,735
| – | – | 0.36% | 61 |
|
2016
Q4 | $772K | Sell |
4,735
-90
| -2% | -$14.7K | 0.37% | 60 |
|
2016
Q3 | $697K | Sell |
4,825
-400
| -8% | -$57.8K | 0.36% | 62 |
|
2016
Q2 | $757K | Hold |
5,225
| – | – | 0.38% | 60 |
|
2016
Q1 | $741K | Hold |
5,225
| – | – | 0.38% | 61 |
|
2015
Q4 | $690K | Hold |
5,225
| – | – | 0.34% | 67 |
|
2015
Q3 | $681K | Hold |
5,225
| – | – | 0.35% | 64 |
|
2015
Q2 | $711K | Hold |
5,225
| – | – | 0.32% | 69 |
|
2015
Q1 | $754K | Hold |
5,225
| – | – | 0.35% | 66 |
|
2014
Q4 | $785K | Buy |
5,225
+3,000
| +135% | +$451K | 0.38% | 62 |
|
2014
Q3 | $307K | Hold |
2,225
| – | – | 0.15% | 83 |
|
2014
Q2 | $282K | Sell |
2,225
-75
| -3% | -$9.51K | 0.13% | 86 |
|
2014
Q1 | $287K | Hold |
2,300
| – | – | 0.15% | 82 |
|
2013
Q4 | $273K | Hold |
2,300
| – | – | 0.14% | 81 |
|
2013
Q3 | $261K | Hold |
2,300
| – | – | 0.14% | 85 |
|
2013
Q2 | $257K | Buy |
+2,300
| New | +$257K | 0.15% | 87 |
|