IEQ Capital’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 | $95.4M | Buy |
196,293
+11,890
| +6% | +$5.78M | 0.58% | 26 |
|
|
2025
Q1 | $98.2M | Buy |
184,403
+21,310
| +13% | +$11.3M | 0.78% | 22 |
|
|
2024
Q4 | $73.9M | Buy |
163,093
+11,277
| +7% | +$5.11M | 0.71% | 23 |
|
|
2024
Q3 | $69.9M | Buy |
151,816
+13,425
| +10% | +$6.18M | 0.86% | 18 |
|
|
2024
Q2 | $56.3M | Buy |
138,391
+4,032
| +3% | +$1.64M | 0.76% | 22 |
|
|
2024
Q1 | $56.5M | Buy |
134,359
+8,797
| +7% | +$3.7M | 0.81% | 21 |
|
|
2023
Q4 | $44.8M | Buy |
125,562
+4,392
| +4% | +$1.57M | 0.75% | 25 |
|
|
2023
Q3 | $42.4M | Buy |
121,170
+3,163
| +3% | +$1.11M | 0.86% | 20 |
|
|
2023
Q2 | $40.2M | Buy |
118,007
+3,499
| +3% | +$1.19M | 0.81% | 23 |
|
|
2023
Q1 | $35.4M | Buy |
114,508
+6,131
| +6% | +$1.89M | 0.82% | 19 |
|
|
2022
Q4 | $33.5M | Buy |
108,377
+10,605
| +11% | +$3.28M | 0.94% | 18 |
|
|
2022
Q3 | $26.1M | Buy |
97,772
+3,235
| +3% | +$864K | 0.72% | 27 |
|
|
2022
Q2 | $25.8M | Sell |
94,537
-862
| -0.9% | -$235K | 0.78% | 22 |
|
|
2022
Q1 | $33.7M | Buy |
95,399
+10,181
| +12% | +$3.59M | 0.8% | 24 |
|
|
2021
Q4 | $25.5M | Buy |
85,218
+4,659
| +6% | +$1.39M | 0.59% | 29 |
|
|
2021
Q3 | $22M | Buy |
80,559
+4,415
| +6% | +$1.21M | 0.58% | 30 |
|
|
2021
Q2 | $21.2M | Buy |
76,144
+1,700
| +2% | +$472K | 0.62% | 27 |
|
|
2021
Q1 | $19M | Buy |
74,444
+11,599
| +18% | +$2.96M | 0.79% | 25 |
|
|
2020
Q4 | $14.6M | Buy |
62,845
+9,177
| +17% | +$2.13M | 0.65% | 34 |
|
|
2020
Q3 | $11.4M | Buy |
53,668
+839
| +2% | +$179K | 0.61% | 31 |
|
|
2020
Q2 | $9.43M | Sell |
52,829
-25,866
| -33% | -$4.62M | 0.61% | 33 |
|
|
2020
Q1 | $21.7M | Buy |
78,695
+26,233
| +50% | +$7.24M | 1.74% | 13 |
|
|
2019
Q4 | $11.9M | Buy |
+52,462
| New | +$11.9M | 1.04% | 18 |
|