Envestnet Portfolio Solutions’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 | $30.6M | Sell |
62,936
-18,000
| -22% | -$8.74M | 0.11% | 97 |
|
|
2025
Q1 | $43.1M | Sell |
80,936
-16,017
| -17% | -$8.53M | 0.16% | 77 |
|
|
2024
Q4 | $43.9M | Sell |
96,953
-10,307
| -10% | -$4.67M | 0.14% | 81 |
|
|
2024
Q3 | $49.4M | Sell |
107,260
-3,316
| -3% | -$1.53M | 0.16% | 70 |
|
|
2024
Q2 | $45M | Buy |
110,576
+2,228
| +2% | +$906K | 0.16% | 75 |
|
|
2024
Q1 | $45.6M | Buy |
108,348
+16,623
| +18% | +$6.99M | 0.17% | 75 |
|
|
2023
Q4 | $32.7M | Buy |
91,725
+3,105
| +4% | +$1.11M | 0.14% | 90 |
|
|
2023
Q3 | $31M | Buy |
+88,620
| New | +$31M | 0.15% | 83 |
|