DT Investment Partners’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 | $858K | Sell |
1,766
-5
| -0.3% | -$2.43K | 0.08% | 87 |
|
|
2025
Q1 | $943K | Hold |
1,771
| – | – | 0.09% | 89 |
|
|
2024
Q4 | $803K | Sell |
1,771
-958
| -35% | -$434K | 0.07% | 97 |
|
|
2024
Q3 | $1.26M | Buy |
2,729
+166
| +6% | +$76.4K | 0.1% | 86 |
|
|
2024
Q2 | $1.04M | Buy |
2,563
+1,045
| +69% | +$425K | 0.09% | 88 |
|
|
2024
Q1 | $638K | Hold |
1,518
| – | – | 0.06% | 94 |
|
|
2023
Q4 | $588K | Buy |
1,518
+13
| +0.9% | +$5.03K | 0.06% | 98 |
|
|
2023
Q3 | $527K | Hold |
1,505
| – | – | 0.06% | 93 |
|
|
2023
Q2 | $530K | Hold |
1,505
| – | – | 0.06% | 101 |
|
|
2023
Q1 | $497K | Buy |
1,505
+28
| +2% | +$9.25K | 0.06% | 102 |
|
|
2022
Q4 | $456K | Hold |
1,477
| – | – | 0.06% | 102 |
|
|
2022
Q3 | $394K | Sell |
1,477
-1,505
| -50% | -$401K | 0.06% | 98 |
|
|
2022
Q2 | $814K | Buy |
2,982
+15
| +0.5% | +$4.1K | 0.12% | 88 |
|
|
2022
Q1 | $1.05M | Buy |
2,967
+1,208
| +69% | +$426K | 0.14% | 78 |
|
|
2021
Q4 | $526K | Sell |
1,759
-688
| -28% | -$206K | 0.07% | 100 |
|
|
2021
Q3 | $668K | Buy |
+2,447
| New | +$668K | 0.09% | 97 |
|