Gradient Capital 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 | $4.56M | Buy |
9,386
+866
| +10% | +$421K | 1.35% | 22 |
|
|
2025
Q1 | $4.54M | Buy |
8,520
+233
| +3% | +$124K | 1.48% | 19 |
|
|
2024
Q4 | $3.76M | Buy |
8,287
+37
| +0.4% | +$16.8K | 1.21% | 27 |
|
|
2024
Q3 | $3.8M | Buy |
8,250
+148
| +2% | +$68.1K | 1.26% | 24 |
|
|
2024
Q2 | $3.3M | Buy |
8,102
+130
| +2% | +$52.9K | 1.18% | 26 |
|
|
2024
Q1 | $3.35M | Buy |
7,972
+619
| +8% | +$260K | 1.23% | 25 |
|
|
2023
Q4 | $2.62M | Buy |
7,353
+394
| +6% | +$141K | 1% | 28 |
|
|
2023
Q3 | $2.44M | Buy |
6,959
+302
| +5% | +$106K | 1.02% | 28 |
|
|
2023
Q2 | $2.27M | Buy |
6,657
+368
| +6% | +$125K | 0.91% | 28 |
|
|
2023
Q1 | $1.94M | Buy |
6,289
+215
| +4% | +$66.4K | 0.83% | 29 |
|
|
2022
Q4 | $1.88M | Buy |
6,074
+5
| +0.1% | +$1.55K | 0.85% | 29 |
|
|
2022
Q3 | $1.62M | Buy |
6,069
+153
| +3% | +$40.9K | 0.77% | 31 |
|
|
2022
Q2 | $1.62M | Sell |
5,916
-53
| -0.9% | -$14.5K | 0.77% | 33 |
|
|
2022
Q1 | $2.11M | Buy |
5,969
+732
| +14% | +$258K | 0.89% | 26 |
|
|
2021
Q4 | $1.57M | Buy |
5,237
+125
| +2% | +$37.4K | 0.65% | 38 |
|
|
2021
Q3 | $1.4M | Buy |
5,112
+34
| +0.7% | +$9.28K | 0.64% | 36 |
|
|
2021
Q2 | $1.41M | Hold |
5,078
| – | – | 0.66% | 34 |
|
|
2021
Q1 | $1.3M | Sell |
5,078
-231
| -4% | -$59K | 0.69% | 32 |
|
|
2020
Q4 | $1.23M | Sell |
5,309
-353
| -6% | -$81.9K | 0.7% | 34 |
|
|
2020
Q3 | $1.21M | Sell |
5,662
-129
| -2% | -$27.5K | 0.75% | 33 |
|
|
2020
Q2 | $1.03M | Buy |
5,791
+16
| +0.3% | +$2.86K | 0.7% | 37 |
|
|
2020
Q1 | $1.06M | Buy |
5,775
+33
| +0.6% | +$6.03K | 0.85% | 30 |
|
|
2019
Q4 | $1.3M | Buy |
5,742
+85
| +2% | +$19.3K | 0.91% | 31 |
|
|
2019
Q3 | $1.18M | Sell |
5,657
-167
| -3% | -$34.7K | 0.88% | 32 |
|
|
2019
Q2 | $1.24M | Buy |
5,824
+69
| +1% | +$14.7K | 0.95% | 29 |
|
|
2019
Q1 | $1.16M | Buy |
5,755
+340
| +6% | +$68.3K | 0.92% | 30 |
|
|
2018
Q4 | $1.11M | Buy |
5,415
+160
| +3% | +$32.7K | 0.96% | 26 |
|
|
2018
Q3 | $1.13M | Buy |
5,255
+358
| +7% | +$76.6K | 0.95% | 25 |
|
|
2018
Q2 | $914K | Buy |
4,897
+2,881
| +143% | +$538K | 0.85% | 26 |
|
|
2018
Q1 | $402K | Buy |
2,016
+151
| +8% | +$30.1K | 0.4% | 49 |
|
|
2017
Q4 | $370K | Buy |
+1,865
| New | +$370K | 0.38% | 50 |
|