Edgestream 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 | $1M | Buy |
2,065
+862
| +72% | +$419K | 0.03% | 641 |
|
|
2025
Q1 | $641K | Sell |
1,203
-4,503
| -79% | -$2.4M | 0.02% | 669 |
|
|
2024
Q4 | $2.59M | Buy |
+5,706
| New | +$2.59M | 0.11% | 338 |
|
|
2024
Q3 | – | Sell |
-7,802
| Closed | -$3.17M | – | 853 |
|
|
2024
Q2 | $3.17M | Buy |
7,802
+2,534
| +48% | +$1.03M | 0.15% | 225 |
|
|
2024
Q1 | $2.22M | Sell |
5,268
-4,601
| -47% | -$1.93M | 0.11% | 314 |
|
|
2023
Q4 | $3.52M | Buy |
9,869
+8,834
| +854% | +$3.15M | 0.25% | 93 |
|
|
2023
Q3 | $363K | Sell |
1,035
-3,734
| -78% | -$1.31M | 0.03% | 670 |
|
|
2023
Q2 | $1.63M | Sell |
4,769
-2,827
| -37% | -$964K | 0.15% | 240 |
|
|
2023
Q1 | $2.35M | Buy |
7,596
+2,829
| +59% | +$874K | 0.26% | 111 |
|
|
2022
Q4 | $1.47M | Buy |
4,767
+3,267
| +218% | +$1.01M | 0.17% | 203 |
|
|
2022
Q3 | $401K | Sell |
1,500
-10,043
| -87% | -$2.68M | 0.03% | 369 |
|
|
2022
Q2 | $3.15M | Sell |
11,543
-6,613
| -36% | -$1.81M | 0.25% | 135 |
|
|
2022
Q1 | $6.41M | Buy |
18,156
+9,026
| +99% | +$3.19M | 0.51% | 39 |
|
|
2021
Q4 | $2.73M | Sell |
9,130
-6,264
| -41% | -$1.87M | 0.17% | 179 |
|
|
2021
Q3 | $4.2M | Sell |
15,394
-50,359
| -77% | -$13.7M | 0.26% | 130 |
|
|
2021
Q2 | $18.3M | Sell |
65,753
-796
| -1% | -$221K | 1.08% | 6 |
|
|
2021
Q1 | $17M | Sell |
66,549
-31,482
| -32% | -$8.04M | 0.95% | 14 |
|
|
2020
Q4 | $22.7M | Buy |
+98,031
| New | +$22.7M | 1.14% | 11 |
|
|
2020
Q2 | – | Sell |
-2,183
| Closed | -$399K | – | 298 |
|
|
2020
Q1 | $399K | Sell |
2,183
-3,633
| -62% | -$664K | 0.04% | 264 |
|
|
2019
Q4 | $1.32M | Buy |
+5,816
| New | +$1.32M | 0.07% | 212 |
|