Ethic 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 | $20M | Sell |
41,093
-1,537
| -4% | -$746K | 0.36% | 40 |
|
|
2025
Q1 | $22.7M | Buy |
42,630
+9,743
| +30% | +$5.19M | 0.46% | 31 |
|
|
2024
Q4 | $14.9M | Buy |
32,887
+16,570
| +102% | +$7.51M | 0.3% | 51 |
|
|
2024
Q3 | $6.86M | Sell |
16,317
-4,068
| -20% | -$1.71M | 0.17% | 130 |
|
|
2024
Q2 | $8.29M | Buy |
20,385
+4,068
| +25% | +$1.65M | 0.19% | 106 |
|
|
2024
Q1 | $6.86M | Buy |
16,317
+2,001
| +14% | +$841K | 0.17% | 130 |
|
|
2023
Q4 | $5.11M | Buy |
14,316
+2,525
| +21% | +$901K | 0.15% | 162 |
|
|
2023
Q3 | $4.13M | Buy |
11,791
+4,807
| +69% | +$1.68M | 0.14% | 167 |
|
|
2023
Q2 | $2.38M | Buy |
6,984
+1,959
| +39% | +$668K | 0.09% | 265 |
|
|
2023
Q1 | $1.55M | Buy |
5,025
+422
| +9% | +$130K | 0.06% | 344 |
|
|
2022
Q4 | $1.42M | Buy |
4,603
+1,084
| +31% | +$335K | 0.08% | 304 |
|
|
2022
Q3 | $940K | Buy |
3,519
+490
| +16% | +$131K | 0.06% | 345 |
|
|
2022
Q2 | $827K | Buy |
3,029
+456
| +18% | +$125K | 0.06% | 357 |
|
|
2022
Q1 | $908K | Buy |
2,573
+897
| +54% | +$317K | 0.06% | 327 |
|
|
2021
Q4 | $501K | Buy |
1,676
+443
| +36% | +$132K | 0.04% | 413 |
|
|
2021
Q3 | $337K | Buy |
+1,233
| New | +$337K | 0.03% | 445 |
|