Exeter Financial’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 | – | Sell |
-397
| Closed | -$211K | – | 93 |
|
|
2025
Q1 | $211K | Sell |
397
-220
| -36% | -$117K | 0.09% | 90 |
|
|
2024
Q4 | $280K | Sell |
617
-130
| -17% | -$58.9K | 0.13% | 80 |
|
|
2024
Q3 | $344K | Buy |
747
+12
| +2% | +$5.52K | 0.15% | 78 |
|
|
2024
Q2 | $299K | Hold |
735
| – | – | 0.14% | 81 |
|
|
2024
Q1 | $305K | Sell |
735
-81
| -10% | -$33.6K | 0.14% | 80 |
|
|
2023
Q4 | $299K | Sell |
816
-14
| -2% | -$5.14K | 0.15% | 78 |
|
|
2023
Q3 | $293K | Hold |
830
| – | – | 0.15% | 79 |
|
|
2023
Q2 | $285K | Hold |
830
| – | – | 0.15% | 79 |
|
|
2023
Q1 | $259K | Buy |
830
+81
| +11% | +$25.3K | 0.13% | 82 |
|
|
2022
Q4 | $231K | Buy |
+749
| New | +$231K | 0.12% | 83 |
|