IFS 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 | $589K | Buy |
1,213
+7
| +0.6% | +$3.4K | 0.45% | 11 |
|
|
2025
Q1 | $642K | Buy |
1,206
+137
| +13% | +$73K | 0.52% | 10 |
|
|
2024
Q4 | $485K | Buy |
1,069
+429
| +67% | +$194K | 0.38% | 11 |
|
|
2024
Q3 | $295K | Buy |
640
+7
| +1% | +$3.22K | 0.23% | 12 |
|
|
2024
Q2 | $258K | Buy |
633
+17
| +3% | +$6.92K | 0.22% | 13 |
|
|
2024
Q1 | $259K | Hold |
616
| – | – | 0.23% | 13 |
|
|
2023
Q4 | $220K | Hold |
616
| – | – | 0.26% | 12 |
|
|
2023
Q3 | $216K | Buy |
616
+69
| +13% | +$24.2K | 0.4% | 11 |
|
|
2023
Q2 | $187K | Buy |
547
+78
| +17% | +$26.6K | 0.46% | 8 |
|
|
2023
Q1 | $145K | Hold |
469
| – | – | 0.59% | 8 |
|
|
2022
Q4 | $145K | Hold |
469
| – | – | 0.25% | 10 |
|
|
2022
Q3 | $125K | Hold |
469
| – | – | 0.23% | 11 |
|
|
2022
Q2 | $128K | Hold |
469
| – | – | 0.34% | 9 |
|
|
2022
Q1 | $165K | Hold |
469
| – | – | 0.15% | 14 |
|
|
2021
Q4 | $140K | Buy |
+469
| New | +$140K | 0.1% | 29 |
|
|
2021
Q1 | – | Sell |
-545
| Closed | -$126K | – | 42 |
|
|
2020
Q4 | $126K | Buy |
+545
| New | +$126K | 0.1% | 24 |
|