Donor Advised Charitable Giving’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
$436K Sell
898
-418
-32% -$203K 0.01% 33
2025
Q1
$701K Buy
1,316
+94
+8% +$50.1K 0.02% 29
2024
Q4
$554K Buy
1,222
+630
+106% +$286K 0.01% 29
2024
Q3
$272K Sell
592
-91
-13% -$41.9K 0.01% 31
2024
Q2
$278K Hold
683
0.01% 34
2024
Q1
$287K Hold
683
0.01% 29
2023
Q4
$244K Hold
683
0.01% 32
2023
Q3
$239K Sell
683
-139
-17% -$48.7K 0.01% 25
2023
Q2
$280K Sell
822
-658
-44% -$224K 0.02% 23
2023
Q1
$457K Hold
1,480
0.04% 29
2022
Q4
$457K Hold
1,480
0.08% 27
2022
Q3
$395K Hold
1,480
0.08% 28
2022
Q2
$404K Hold
1,480
0.07% 28
2022
Q1
$522K Buy
1,480
+658
+80% +$232K 0.05% 30
2021
Q4
$246K Sell
822
-159
-16% -$47.6K 0.02% 41
2021
Q3
$268K Hold
981
0.05% 36
2021
Q2
$273K Hold
981
0.03% 107
2021
Q1
$251K Hold
981
0.03% 108
2020
Q4
$227K Hold
981
0.03% 107
2020
Q3
$209K Buy
+981
New +$209K 0.06% 56
2020
Q1
Sell
-981
Closed -$222K 54
2019
Q4
$222K Sell
981
-1,000
-50% -$226K 0.12% 52
2019
Q3
$412K Hold
1,981
0.32% 27
2019
Q2
$422K Hold
1,981
0.34% 25
2019
Q1
$398K Hold
1,981
0.33% 20
2018
Q4
$404K Hold
1,981
0.47% 15
2018
Q3
$424K Buy
+1,981
New +$424K 0.31% 12
2018
Q2
Sell
-1,981
Closed -$395K 16
2018
Q1
$395K Buy
+1,981
New +$395K 0.31% 12