Ellevest Inc’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 | $560K | Sell |
1,152
-116
| -9% | -$56.3K | 0.09% | 174 |
|
|
2025
Q1 | $675K | Sell |
1,268
-1,794
| -59% | -$955K | 0.05% | 150 |
|
|
2024
Q4 | $1.39M | Sell |
3,062
-38
| -1% | -$17.2K | 0.08% | 83 |
|
|
2024
Q3 | $1.43M | Sell |
3,100
-17
| -0.5% | -$7.82K | 0.08% | 73 |
|
|
2024
Q2 | $1.27M | Sell |
3,117
-166
| -5% | -$67.5K | 0.08% | 77 |
|
|
2024
Q1 | $1.38M | Sell |
3,283
-21
| -0.6% | -$8.83K | 0.09% | 71 |
|
|
2023
Q4 | $1.18M | Buy |
3,304
+551
| +20% | +$197K | 0.08% | 72 |
|
|
2023
Q3 | $964K | Sell |
2,753
-42
| -2% | -$14.7K | 0.07% | 71 |
|
|
2023
Q2 | $953K | Buy |
2,795
+675
| +32% | +$230K | 0.07% | 69 |
|
|
2023
Q1 | $655K | Sell |
2,120
-1,032
| -33% | -$319K | 0.05% | 94 |
|
|
2022
Q4 | $974K | Buy |
3,152
+2,321
| +279% | +$717K | 0.08% | 57 |
|
|
2022
Q3 | $222K | Hold |
831
| – | – | 0.02% | 255 |
|
|
2022
Q2 | $227K | Buy |
831
+178
| +27% | +$48.6K | 0.02% | 254 |
|
|
2022
Q1 | $230K | Sell |
653
-99
| -13% | -$34.9K | 0.02% | 300 |
|
|
2021
Q4 | $225K | Sell |
752
-171
| -19% | -$51.2K | 0.02% | 270 |
|
|
2021
Q3 | $252K | Buy |
923
+27
| +3% | +$7.37K | 0.02% | 231 |
|
|
2021
Q2 | $249K | Buy |
896
+509
| +132% | +$141K | 0.02% | 205 |
|
|
2021
Q1 | $99K | Hold |
387
| – | – | 0.01% | 339 |
|
|
2020
Q4 | $90K | Sell |
387
-50
| -11% | -$11.6K | 0.01% | 331 |
|
|
2020
Q3 | $93K | Buy |
437
+23
| +6% | +$4.9K | 0.02% | 275 |
|
|
2020
Q2 | $74K | Sell |
414
-123
| -23% | -$22K | 0.02% | 290 |
|
|
2020
Q1 | $98K | Sell |
537
-112
| -17% | -$20.4K | 0.03% | 142 |
|
|
2019
Q4 | $147K | Sell |
649
-113
| -15% | -$25.6K | 0.04% | 80 |
|
|
2019
Q3 | $159K | Buy |
762
+150
| +25% | +$31.3K | 0.06% | 61 |
|
|
2019
Q2 | $130K | Buy |
612
+431
| +238% | +$91.6K | 0.05% | 71 |
|
|
2019
Q1 | $36K | Buy |
181
+31
| +21% | +$6.17K | 0.02% | 105 |
|
|
2018
Q4 | $31K | Buy |
+150
| New | +$31K | 0.02% | 219 |
|