Graybill Wealth Management’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 | $9.21M | Sell |
18,952
-160
| -0.8% | -$77.7K | 3.01% | 7 |
|
2025
Q1 | $10.2M | Buy |
+19,112
| New | +$10.2M | 3.49% | 4 |
|
2024
Q3 | $8.92M | Sell |
19,386
-241
| -1% | -$111K | 3.31% | 5 |
|
2024
Q2 | $7.98M | Buy |
19,627
+21
| +0.1% | +$8.54K | 3.24% | 6 |
|
2024
Q1 | $8.24M | Sell |
19,606
-4,456
| -19% | -$1.87M | 3.47% | 3 |
|
2023
Q4 | $8.58M | Sell |
24,062
-146
| -0.6% | -$52.1K | 3.8% | 3 |
|
2023
Q3 | $8.48M | Sell |
24,208
-239
| -1% | -$83.7K | 4.14% | 2 |
|
2023
Q2 | $8.34M | Sell |
24,447
-203
| -0.8% | -$69.2K | 3.96% | 2 |
|
2023
Q1 | $7.61M | Buy |
24,650
+233
| +1% | +$71.9K | 3.88% | 2 |
|
2022
Q4 | $7.54M | Buy |
24,417
+112
| +0.5% | +$34.6K | 4.08% | 2 |
|
2022
Q3 | $6.49M | Buy |
24,305
+163
| +0.7% | +$43.5K | 3.85% | 3 |
|
2022
Q2 | $6.59M | Buy |
24,142
+579
| +2% | +$158K | 3.65% | 4 |
|
2022
Q1 | $8.32M | Sell |
23,563
-2,348
| -9% | -$829K | 4.06% | 3 |
|
2021
Q4 | $7.75M | Buy |
25,911
+216
| +0.8% | +$64.6K | 3.51% | 6 |
|
2021
Q3 | $7.01M | Buy |
25,695
+551
| +2% | +$150K | 3.45% | 6 |
|
2021
Q2 | $6.99M | Sell |
25,144
-33
| -0.1% | -$9.17K | 3.45% | 6 |
|
2021
Q1 | $6.43M | Buy |
25,177
+390
| +2% | +$99.6K | 3.41% | 4 |
|
2020
Q4 | $5.75M | Buy |
24,787
+222
| +0.9% | +$51.5K | 3.24% | 7 |
|
2020
Q3 | $5.23M | Buy |
24,565
+111
| +0.5% | +$23.6K | 3.41% | 4 |
|
2020
Q2 | $4.37M | Buy |
24,454
+868
| +4% | +$155K | 3.21% | 6 |
|
2020
Q1 | $4.31M | Buy |
23,586
+6,383
| +37% | +$1.17M | 3.81% | 3 |
|
2019
Q4 | $3.9M | Buy |
17,203
+316
| +2% | +$71.6K | 2.43% | 19 |
|
2019
Q3 | $3.51M | Buy |
+16,887
| New | +$3.51M | 2.38% | 24 |
|