GIM
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Generate Investment Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$34.7M Sell
71,454
-9,683
-12% -$4.7M 1.93% 15
2025
Q1
$43.2M Sell
81,137
-2,057
-2% -$1.1M 3.03% 6
2024
Q4
$37.7M Hold
83,194
2.64% 7
2024
Q3
$38.3M Sell
83,194
-11,883
-12% -$5.47M 2.56% 8
2024
Q2
$38.7M Sell
95,077
-26,579
-22% -$10.8M 2.27% 8
2024
Q1
$51.2M Sell
121,656
-27,598
-18% -$11.6M 3.71% 4
2023
Q4
$53.2M Buy
+149,254
New +$53.2M 4.6% 2