Helios Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,200
| Closed | -$2.39M | – | 49 |
|
|
2024
Q3 | $2.39M | Hold |
5,200
| – | – | 1.47% | 19 |
|
|
2024
Q2 | $2.12M | Hold |
5,200
| – | – | 1.38% | 21 |
|
|
2024
Q1 | $2.19M | Hold |
5,200
| – | – | 1.54% | 18 |
|
|
2023
Q4 | $1.85M | Buy |
+5,200
| New | +$1.85M | 1.47% | 18 |
|
|
2022
Q3 | $961K | Hold |
3,600
| – | – | 1.84% | 20 |
|
|
2022
Q2 | $983K | Buy |
3,600
+2,500
| +227% | +$683K | 1.85% | 18 |
|
|
2022
Q1 | $388K | Buy |
+1,100
| New | +$388K | 0.82% | 26 |
|