Financial Perspectives’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 | $1.53M | Buy |
3,146
+348
| +12% | +$169K | 0.46% | 39 |
|
|
2025
Q1 | $1.52M | Sell |
2,798
-55
| -2% | -$29.9K | 0.52% | 37 |
|
|
2024
Q4 | $1.29M | Buy |
2,853
+310
| +12% | +$141K | 0.43% | 40 |
|
|
2024
Q3 | $1.17M | Hold |
2,543
| – | – | 0.41% | 46 |
|
|
2024
Q2 | $1.03M | Hold |
2,543
| – | – | 0.38% | 46 |
|
|
2024
Q1 | $1.07M | Sell |
2,543
-105
| -4% | -$44.2K | 0.41% | 42 |
|
|
2023
Q4 | $944K | Hold |
2,648
| – | – | 0.38% | 44 |
|
|
2023
Q3 | $928K | Hold |
2,648
| – | – | 0.42% | 45 |
|
|
2023
Q2 | $903K | Hold |
2,648
| – | – | 0.4% | 44 |
|
|
2023
Q1 | $818K | Hold |
2,648
| – | – | 0.39% | 46 |
|
|
2022
Q4 | $818K | Buy |
2,648
+11
| +0.4% | +$3.4K | 0.42% | 44 |
|
|
2022
Q3 | $704K | Hold |
2,637
| – | – | 0.39% | 44 |
|
|
2022
Q2 | $720K | Hold |
2,637
| – | – | 0.41% | 41 |
|
|
2022
Q1 | $931K | Hold |
2,637
| – | – | 0.43% | 42 |
|
|
2021
Q4 | $788K | Hold |
2,637
| – | – | 0.37% | 44 |
|
|
2021
Q3 | $720K | Hold |
2,637
| – | – | 0.36% | 49 |
|
|
2021
Q2 | $733K | Sell |
2,637
-671,037
| -100% | -$186M | 0.36% | 47 |
|
|
2021
Q1 | $2.64M | Buy |
673,674
+671,037
| +25,447% | +$2.63M | 0.13% | 125 |
|
|
2020
Q4 | $611K | Hold |
2,637
| – | – | 0.35% | 47 |
|
|
2020
Q3 | $562K | Hold |
2,637
| – | – | 0.37% | 42 |
|
|
2020
Q2 | $471K | Buy |
2,637
+155
| +6% | +$27.7K | 0.34% | 44 |
|
|
2020
Q1 | $454K | Hold |
2,482
| – | – | 0.37% | 39 |
|
|
2019
Q4 | $562K | Buy |
+2,482
| New | +$562K | 0.38% | 32 |
|