IBEX Wealth Advisors’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 | $5.65M | Buy |
11,637
+327
| +3% | +$159K | 0.6% | 60 |
|
|
2025
Q1 | $6.02M | Buy |
11,310
+1,561
| +16% | +$831K | 0.8% | 43 |
|
|
2024
Q4 | $4.42M | Buy |
+9,749
| New | +$4.42M | 0.52% | 61 |
|
|
2024
Q3 | – | Sell |
-8,678
| Closed | -$3.53M | – | 94 |
|
|
2024
Q2 | $3.53M | Buy |
8,678
+1,924
| +28% | +$783K | 0.55% | 58 |
|
|
2024
Q1 | $2.09M | Buy |
6,754
+6,747
| +96,386% | +$2.08M | 0.57% | 55 |
|
|
2023
Q4 | $2.64K | Sell |
7
-7,036
| -100% | -$2.66M | 0.57% | 56 |
|
|
2023
Q3 | $2.47M | Buy |
+7,043
| New | +$2.47M | 0.63% | 50 |
|
|
2023
Q1 | $1.99M | Sell |
6,448
-306
| -5% | -$94.5K | 0.52% | 57 |
|
|
2022
Q4 | $2.09M | Buy |
6,754
+5,751
| +573% | +$1.78M | 0.47% | 67 |
|
|
2022
Q3 | $268K | Sell |
1,003
-8
| -0.8% | -$2.14K | 0.07% | 126 |
|
|
2022
Q2 | $276K | Sell |
1,011
-5,939
| -85% | -$1.62M | 0.06% | 132 |
|
|
2022
Q1 | $2.45M | Buy |
6,950
+5,191
| +295% | +$1.83M | 0.47% | 76 |
|
|
2021
Q4 | $526K | Sell |
1,759
-179
| -9% | -$53.5K | 0.09% | 121 |
|
|
2021
Q3 | $529K | Hold |
1,938
| – | – | 0.1% | 123 |
|
|
2021
Q2 | $539K | Buy |
+1,938
| New | +$539K | 0.11% | 121 |
|
|
2019
Q3 | – | Sell |
-8,938
| Closed | -$1.91M | – | 111 |
|
|
2019
Q2 | $1.91M | Sell |
8,938
-1,761
| -16% | -$375K | 0.55% | 74 |
|
|
2019
Q1 | $2.15M | Sell |
10,699
-4,724
| -31% | -$949K | 0.75% | 59 |
|
|
2018
Q4 | $3.15M | Buy |
15,423
+17
| +0.1% | +$3.47K | 1.44% | 25 |
|
|
2018
Q3 | $3.31M | Buy |
15,406
+695
| +5% | +$149K | 1.18% | 36 |
|
|
2018
Q2 | $2.87M | Hold |
14,711
| – | – | 1.15% | 39 |
|
|
2018
Q1 | $2.87M | Buy |
14,711
+1,108
| +8% | +$216K | 1.16% | 38 |
|
|
2017
Q4 | $2.76M | Sell |
13,603
-218
| -2% | -$44.2K | 1.22% | 33 |
|
|
2017
Q3 | $2.59M | Buy |
13,821
+107
| +0.8% | +$20.1K | 0.96% | 46 |
|
|
2017
Q2 | $2.33M | Buy |
13,714
+3,260
| +31% | +$555K | 0.92% | 46 |
|
|
2017
Q1 | $1.73M | Buy |
10,454
+8,581
| +458% | +$1.42M | 1.07% | 38 |
|
|
2016
Q4 | $300K | Buy |
1,873
+100
| +6% | +$16K | 0.14% | 100 |
|
|
2016
Q3 | $257K | Buy |
+1,773
| New | +$257K | 0.14% | 103 |
|