Gradient Investments’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 | $37.5M | Buy |
77,230
+6,031
| +8% | +$2.93M | 0.69% | 45 |
|
|
2025
Q1 | $37.9M | Buy |
71,199
+4,795
| +7% | +$2.55M | 0.76% | 40 |
|
|
2024
Q4 | $30.1M | Buy |
66,404
+3,185
| +5% | +$1.44M | 0.61% | 49 |
|
|
2024
Q3 | $29.1M | Buy |
63,219
+5,005
| +9% | +$2.3M | 0.61% | 54 |
|
|
2024
Q2 | $23.7M | Buy |
58,214
+5,763
| +11% | +$2.34M | 0.53% | 56 |
|
|
2024
Q1 | $22.1M | Buy |
52,451
+924
| +2% | +$389K | 0.51% | 55 |
|
|
2023
Q4 | $18.4M | Buy |
51,527
+6,993
| +16% | +$2.49M | 0.44% | 66 |
|
|
2023
Q3 | $15.6M | Buy |
44,534
+2,279
| +5% | +$798K | 0.41% | 79 |
|
|
2023
Q2 | $14.4M | Buy |
42,255
+735
| +2% | +$251K | 0.37% | 94 |
|
|
2023
Q1 | $12.8M | Buy |
41,520
+8,345
| +25% | +$2.58M | 0.35% | 97 |
|
|
2022
Q4 | $10.2M | Sell |
33,175
-2,584
| -7% | -$798K | 0.32% | 102 |
|
|
2022
Q3 | $9.55M | Buy |
35,759
+3,903
| +12% | +$1.04M | 0.29% | 103 |
|
|
2022
Q2 | $8.7M | Buy |
31,856
+1,193
| +4% | +$326K | 0.25% | 113 |
|
|
2022
Q1 | $10.8M | Sell |
30,663
-6,590
| -18% | -$2.33M | 0.28% | 104 |
|
|
2021
Q4 | $11.1M | Buy |
37,253
+303
| +0.8% | +$90.6K | 0.28% | 107 |
|
|
2021
Q3 | $10.1M | Buy |
36,950
+4,548
| +14% | +$1.24M | 0.28% | 112 |
|
|
2021
Q2 | $9.01M | Buy |
32,402
+162
| +0.5% | +$45K | 0.26% | 111 |
|
|
2021
Q1 | $8.24M | Buy |
32,240
+3,956
| +14% | +$1.01M | 0.27% | 109 |
|
|
2020
Q4 | $6.02M | Sell |
28,284
-162
| -0.6% | -$34.5K | 0.26% | 90 |
|
|
2020
Q3 | $6.06M | Buy |
28,446
+5,192
| +22% | +$1.11M | 0.25% | 90 |
|
|
2020
Q2 | $4.15M | Buy |
23,254
+3,676
| +19% | +$656K | 0.19% | 116 |
|
|
2020
Q1 | $3.58M | Buy |
19,578
+4,277
| +28% | +$782K | 0.19% | 105 |
|
|
2019
Q4 | $3.47M | Sell |
15,301
-6,259
| -29% | -$1.42M | 0.15% | 105 |
|
|
2019
Q3 | $4.49M | Buy |
21,560
+4,571
| +27% | +$951K | 0.22% | 100 |
|
|
2019
Q2 | $3.62M | Buy |
16,989
+11,700
| +221% | +$2.49M | 0.19% | 100 |
|
|
2019
Q1 | $1.06M | Buy |
5,289
+1,858
| +54% | +$373K | 0.07% | 134 |
|
|
2018
Q4 | $701K | Sell |
3,431
-1,234
| -26% | -$252K | 0.04% | 152 |
|
|
2018
Q3 | $999K | Buy |
4,665
+145
| +3% | +$31.1K | 0.05% | 162 |
|
|
2018
Q2 | $844K | Hold |
4,520
| – | – | 0.05% | 158 |
|
|
2018
Q1 | $902K | Buy |
4,520
+94
| +2% | +$18.8K | 0.05% | 139 |
|
|
2017
Q4 | $877K | Sell |
4,426
-11
| -0.2% | -$2.18K | 0.05% | 143 |
|
|
2017
Q3 | $813K | Buy |
4,437
+896
| +25% | +$164K | 0.05% | 136 |
|
|
2017
Q2 | $600K | Buy |
3,541
+1,665
| +89% | +$282K | 0.04% | 142 |
|
|
2017
Q1 | $313K | Buy |
1,876
+420
| +29% | +$70.1K | 0.02% | 162 |
|
|
2016
Q4 | $237K | Buy |
1,456
+98
| +7% | +$16K | 0.02% | 178 |
|
|
2016
Q3 | $196K | Buy |
1,358
+95
| +8% | +$13.7K | 0.02% | 180 |
|
|
2016
Q2 | $183K | Buy |
1,263
+125
| +11% | +$18.1K | 0.02% | 181 |
|
|
2016
Q1 | $161K | Buy |
1,138
+67
| +6% | +$9.48K | 0.02% | 182 |
|
|
2015
Q4 | $141K | Buy |
1,071
+79
| +8% | +$10.4K | 0.02% | 189 |
|
|
2015
Q3 | $129K | Sell |
992
-87
| -8% | -$11.3K | 0.02% | 184 |
|
|
2015
Q2 | $147K | Buy |
1,079
+361
| +50% | +$49.2K | 0.02% | 182 |
|
|
2015
Q1 | $104K | Buy |
718
+224
| +45% | +$32.4K | 0.02% | 194 |
|
|
2014
Q4 | $74K | Sell |
494
-6
| -1% | -$899 | 0.01% | 205 |
|
|
2014
Q3 | $69K | Hold |
500
| – | – | 0.01% | 188 |
|
|
2014
Q2 | $63K | Buy |
500
+145
| +41% | +$18.3K | 0.01% | 200 |
|
|
2014
Q1 | $44K | Sell |
355
-155
| -30% | -$19.2K | 0.01% | 210 |
|
|
2013
Q4 | $60K | Buy |
510
+50
| +11% | +$5.88K | 0.02% | 210 |
|
|
2013
Q3 | $52K | Buy |
460
+80
| +21% | +$9.04K | 0.02% | 178 |
|
|
2013
Q2 | $43K | Buy |
+380
| New | +$43K | 0.02% | 185 |
|