GIM
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 |
|