Harvest Investment Services’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 | $1.07M | Sell |
2,204
-181
| -8% | -$87.9K | 0.24% | 107 |
|
2025
Q1 | $1.17M | Sell |
2,385
-78
| -3% | -$38.2K | 0.32% | 74 |
|
2024
Q4 | $1.12M | Buy |
2,463
+1,124
| +84% | +$509K | 0.27% | 94 |
|
2024
Q3 | $616K | Buy |
1,339
+108
| +9% | +$49.7K | 0.2% | 130 |
|
2024
Q2 | $501K | Sell |
1,231
-37
| -3% | -$15.1K | 0.2% | 110 |
|
2024
Q1 | $533K | Sell |
1,268
-22
| -2% | -$9.25K | 0.21% | 105 |
|
2023
Q4 | $417K | Buy |
+1,290
| New | +$417K | 0.19% | 125 |
|
2023
Q3 | – | Sell |
-1,389
| Closed | -$474K | – | 147 |
|
2023
Q2 | $474K | Buy |
1,389
+6
| +0.4% | +$2.05K | 0.27% | 104 |
|
2023
Q1 | $427K | Sell |
1,383
-250
| -15% | -$77.2K | 0.33% | 72 |
|
2022
Q4 | $504K | Hold |
1,633
| – | – | 0.54% | 60 |
|
2022
Q3 | $436K | Sell |
1,633
-100
| -6% | -$26.7K | 0.53% | 62 |
|
2022
Q2 | $473K | Buy |
1,733
+990
| +133% | +$270K | 0.36% | 74 |
|
2022
Q1 | $262K | Sell |
743
-331
| -31% | -$117K | 0.16% | 156 |
|
2021
Q4 | $321K | Sell |
1,074
-899
| -46% | -$269K | 0.14% | 189 |
|
2021
Q3 | $538K | Sell |
1,973
-13
| -0.7% | -$3.55K | 0.22% | 137 |
|
2021
Q2 | $551K | Buy |
1,986
+29
| +1% | +$8.05K | 0.23% | 127 |
|
2021
Q1 | $499K | Buy |
1,957
+263
| +16% | +$67.1K | 0.22% | 129 |
|
2020
Q4 | $392K | Sell |
1,694
-65
| -4% | -$15K | 0.2% | 127 |
|
2020
Q3 | $374K | Buy |
1,759
+19
| +1% | +$4.04K | 0.21% | 114 |
|
2020
Q2 | $310K | Buy |
1,740
+240
| +16% | +$42.8K | 0.18% | 133 |
|
2020
Q1 | $274K | Sell |
1,500
-938
| -38% | -$171K | 0.36% | 70 |
|
2019
Q4 | $552K | Buy |
2,438
+1,184
| +94% | +$268K | 0.29% | 61 |
|
2019
Q3 | $259K | Buy |
+1,254
| New | +$259K | 0.13% | 131 |
|