IAM Advisory’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 | $1.31M | Sell |
2,693
-315
| -10% | -$153K | 0.31% | 52 |
|
|
2025
Q1 | $1.6M | Sell |
3,008
-62
| -2% | -$33K | 0.42% | 46 |
|
|
2024
Q4 | $1.39M | Sell |
3,070
-25
| -0.8% | -$11.3K | 0.35% | 54 |
|
|
2024
Q3 | $1.42M | Buy |
3,095
+22
| +0.7% | +$10.1K | 0.36% | 51 |
|
|
2024
Q2 | $1.25M | Buy |
3,073
+69
| +2% | +$28.1K | 0.34% | 51 |
|
|
2024
Q1 | $1.26M | Buy |
3,004
+74
| +3% | +$31.1K | 0.35% | 51 |
|
|
2023
Q4 | $1.05M | Hold |
2,930
| – | – | 0.33% | 46 |
|
|
2023
Q3 | $1.03M | Buy |
2,930
+10
| +0.3% | +$3.5K | 0.36% | 42 |
|
|
2023
Q2 | $996K | Buy |
2,920
+10
| +0.3% | +$3.41K | 0.34% | 42 |
|
|
2023
Q1 | $899K | Buy |
2,910
+5
| +0.2% | +$1.54K | 0.31% | 47 |
|
|
2022
Q4 | $897K | Buy |
2,905
+127
| +5% | +$39.2K | 0.33% | 42 |
|
|
2022
Q3 | $742K | Buy |
2,778
+515
| +23% | +$138K | 0.31% | 47 |
|
|
2022
Q2 | $618K | Hold |
2,263
| – | – | 0.25% | 53 |
|
|
2022
Q1 | $799K | Hold |
2,263
| – | – | 0.32% | 46 |
|
|
2021
Q4 | $722K | Sell |
2,263
-267
| -11% | -$85.2K | 0.29% | 49 |
|
|
2021
Q3 | $711K | Buy |
+2,530
| New | +$711K | 0.3% | 51 |
|
|
2021
Q2 | – | Sell |
-2,530
| Closed | -$706K | – | 55 |
|
|
2021
Q1 | $706K | Hold |
2,530
| – | – | 0.31% | 48 |
|
|
2020
Q4 | $589K | Buy |
+2,530
| New | +$589K | 0.3% | 48 |
|