Financial Engines Advisors’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 | $12.3M | Buy |
25,225
+11,640
| +86% | +$5.65M | 0.02% | 96 |
|
2025
Q1 | $7.23M | Sell |
13,585
-582
| -4% | -$310K | 0.02% | 109 |
|
2024
Q4 | $6.42M | Buy |
14,167
+3,588
| +34% | +$1.63M | 0.01% | 122 |
|
2024
Q3 | $4.87M | Buy |
10,579
+444
| +4% | +$204K | 0.01% | 122 |
|
2024
Q2 | $4.12M | Sell |
10,135
-1,688
| -14% | -$687K | 0.01% | 129 |
|
2024
Q1 | $4.97M | Buy |
11,823
+147
| +1% | +$61.8K | 0.01% | 112 |
|
2023
Q4 | $4.16M | Buy |
11,676
+1,470
| +14% | +$524K | 0.01% | 110 |
|
2023
Q3 | $3.58M | Sell |
10,206
-57
| -0.6% | -$20K | 0.01% | 96 |
|
2023
Q2 | $3.5M | Buy |
10,263
+24
| +0.2% | +$8.18K | 0.01% | 105 |
|
2023
Q1 | $3.16M | Buy |
10,239
+1,009
| +11% | +$312K | 0.01% | 107 |
|
2022
Q4 | $2.85M | Sell |
9,230
-473
| -5% | -$146K | 0.01% | 114 |
|
2022
Q3 | $2.59M | Buy |
9,703
+3,182
| +49% | +$850K | 0.01% | 108 |
|
2022
Q2 | $1.78M | Buy |
6,521
+151
| +2% | +$41.2K | 0.01% | 124 |
|
2022
Q1 | $2.25M | Sell |
6,370
-2,710
| -30% | -$956K | 0.01% | 112 |
|
2021
Q4 | $2.72M | Sell |
9,080
-3,062
| -25% | -$916K | 0.01% | 84 |
|
2021
Q3 | $3.31M | Buy |
+12,142
| New | +$3.31M | 0.01% | 73 |
|
2021
Q2 | – | Sell |
-15,994
| Closed | -$4.09M | – | 219 |
|
2021
Q1 | $4.09M | Sell |
15,994
-1,978
| -11% | -$505K | 0.01% | 73 |
|
2020
Q4 | $4.17M | Sell |
17,972
-1,722
| -9% | -$399K | 0.01% | 75 |
|
2020
Q3 | $4.19M | Buy |
19,694
+1,762
| +10% | +$375K | 0.02% | 71 |
|
2020
Q2 | $3.2M | Buy |
17,932
+15,462
| +626% | +$2.76M | 0.01% | 73 |
|
2020
Q1 | $451K | Buy |
+2,470
| New | +$451K | ﹤0.01% | 119 |
|