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 |
|