HeadInvest LLC’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
$2.46M Sell
5,064
-79
-2% -$38.4K 0.52% 53
2025
Q1
$2.74M Buy
5,143
+200
+4% +$107K 0.53% 50
2024
Q4
$2.24M Sell
4,943
-138
-3% -$62.6K 0.42% 59
2024
Q3
$2.34M Sell
5,081
-9
-0.2% -$4.14K 0.43% 59
2024
Q2
$2.07M Sell
5,090
-65
-1% -$26.4K 0.41% 60
2024
Q1
$2.17M Buy
5,155
+14
+0.3% +$5.89K 0.42% 56
2023
Q4
$1.83M Sell
5,141
-5
-0.1% -$1.78K 0.38% 60
2023
Q3
$1.79M Sell
5,146
-26
-0.5% -$9.05K 0.39% 60
2023
Q2
$1.85M Sell
5,172
-179
-3% -$64.1K 0.4% 57
2023
Q1
$1.65M Sell
5,351
-16
-0.3% -$4.94K 0.36% 60
2022
Q4
$1.66M Buy
5,367
+78
+1% +$24.1K 0.37% 61
2022
Q3
$1.41M Buy
5,289
+39
+0.7% +$10.4K 0.34% 65
2022
Q2
$1.43M Buy
5,250
+265
+5% +$72.3K 0.32% 68
2022
Q1
$1.76M Buy
4,985
+23
+0.5% +$8.12K 0.34% 66
2021
Q4
$1.48M Sell
4,962
-15
-0.3% -$4.49K 0.26% 76
2021
Q3
$1.36M Sell
4,977
-3
-0.1% -$819 0.26% 73
2021
Q2
$1.38M Buy
4,980
+43
+0.9% +$12K 0.26% 72
2021
Q1
$1.26M Buy
4,937
+15
+0.3% +$3.83K 0.26% 73
2020
Q4
$1.14M Buy
4,922
+85
+2% +$19.7K 0.24% 76
2020
Q3
$1.03M Buy
4,837
+15
+0.3% +$3.19K 0.3% 63
2020
Q2
$861K Buy
4,822
+56
+1% +$10K 0.27% 70
2020
Q1
$871K Sell
4,766
-115
-2% -$21K 0.33% 64
2019
Q4
$1.11M Buy
4,881
+115
+2% +$26.1K 0.32% 64
2019
Q3
$991K Buy
4,766
+662
+16% +$138K 0.3% 66
2019
Q2
$875K Buy
4,104
+125
+3% +$26.7K 0.25% 67
2019
Q1
$799K Sell
3,979
-3,979
-50% -$799K 0.22% 74
2018
Q4
$1.63M Buy
7,958
+3,979
+100% +$813K 0.26% 71
2018
Q3
$852K Sell
3,979
-200
-5% -$42.8K 0.25% 72
2018
Q2
$780K Hold
4,179
0.24% 74
2018
Q1
$834K Hold
4,179
0.27% 69
2017
Q4
$828K Hold
4,179
0.26% 70
2017
Q3
$781K Hold
4,179
0.24% 75
2017
Q2
$708K Hold
4,179
0.23% 74
2017
Q1
$697K Hold
4,179
0.23% 75
2016
Q4
$681K Hold
4,179
0.25% 75
2016
Q3
$607K Hold
4,179
0.22% 76
2016
Q2
$605K Hold
4,179
0.23% 67
2016
Q1
$593K Buy
4,179
+200
+5% +$28.4K 0.23% 65
2015
Q4
$525K Buy
3,979
+200
+5% +$26.4K 0.21% 69
2015
Q3
$493K Buy
3,779
+206
+6% +$26.9K 0.2% 71
2015
Q2
$486K Buy
3,573
+23
+0.6% +$3.13K 0.18% 80
2015
Q1
$512K Hold
3,550
0.18% 77
2014
Q4
$533K Hold
3,550
0.21% 70
2014
Q3
$498K Hold
3,550
0.2% 72
2014
Q2
$449K Hold
3,550
0.18% 77
2014
Q1
$444K Hold
3,550
0.19% 72
2013
Q4
$421K Hold
3,550
0.18% 71
2013
Q3
$403K Hold
3,550
0.18% 74
2013
Q2
$397K Buy
+3,550
New +$397K 0.17% 75