Drake & Associates’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 | $854K | Buy |
1,758
+891
| +103% | +$433K | 0.21% | 51 |
|
2025
Q1 | $462K | Sell |
867
-181
| -17% | -$96.4K | 0.13% | 66 |
|
2024
Q4 | $495K | Buy |
1,048
+233
| +29% | +$110K | 0.14% | 59 |
|
2024
Q3 | $375K | Buy |
815
+95
| +13% | +$43.7K | 0.12% | 62 |
|
2024
Q2 | $293K | Buy |
720
+80
| +13% | +$32.5K | 0.1% | 61 |
|
2024
Q1 | $269K | Sell |
640
-28
| -4% | -$11.8K | 0.1% | 67 |
|
2023
Q4 | $238K | Hold |
668
| – | – | 0.1% | 70 |
|
2023
Q3 | $234K | Hold |
668
| – | – | 0.11% | 65 |
|
2023
Q2 | $228K | Sell |
668
-6
| -0.9% | -$2.05K | 0.1% | 69 |
|
2023
Q1 | $208K | Buy |
+674
| New | +$208K | 0.1% | 70 |
|