IHT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Buy |
40,680
+979
| +2% | +$476K | 0.54% | 33 |
|
|
2025
Q1 | $21.1M | Buy |
39,701
+2,000
| +5% | +$1.06M | 0.66% | 28 |
|
|
2024
Q4 | $17.1M | Sell |
37,701
-5,551
| -13% | -$2.52M | 0.55% | 33 |
|
|
2024
Q3 | $19.9M | Buy |
43,252
+6,865
| +19% | +$3.16M | 0.56% | 28 |
|
|
2024
Q2 | $14.9M | Buy |
36,387
+7,179
| +25% | +$2.93M | 0.55% | 32 |
|
|
2024
Q1 | $12.3M | Sell |
29,208
-6,621
| -18% | -$2.78M | 0.49% | 36 |
|
|
2023
Q4 | $12.8M | Buy |
35,829
+730
| +2% | +$260K | 0.57% | 30 |
|
|
2023
Q3 | $12.3M | Buy |
35,099
+2,268
| +7% | +$794K | 0.62% | 28 |
|
|
2023
Q2 | $11.2M | Buy |
32,831
+470
| +1% | +$160K | 0.58% | 29 |
|
|
2023
Q1 | $9.99M | Sell |
32,361
-595
| -2% | -$184K | 0.57% | 31 |
|
|
2022
Q4 | $10.2M | Buy |
32,956
+762
| +2% | +$235K | 0.64% | 26 |
|
|
2022
Q3 | $8.6M | Buy |
32,194
+1,169
| +4% | +$312K | 0.65% | 22 |
|
|
2022
Q2 | $8.47M | Buy |
31,025
+581
| +2% | +$159K | 0.75% | 18 |
|
|
2022
Q1 | $10.7M | Buy |
30,444
+7,646
| +34% | +$2.7M | 0.81% | 18 |
|
|
2021
Q4 | $6.82M | Sell |
22,798
-2,161
| -9% | -$646K | 0.5% | 34 |
|
|
2021
Q3 | $6.81M | Sell |
24,959
-3,291
| -12% | -$898K | 0.55% | 32 |
|
|
2021
Q2 | $7.85M | Buy |
28,250
+3,140
| +13% | +$873K | 0.5% | 32 |
|
|
2021
Q1 | $6.42M | Buy |
25,110
+9,110
| +57% | +$2.33M | 0.46% | 41 |
|
|
2020
Q4 | $3.71M | Buy |
16,000
+276
| +2% | +$64K | 0.31% | 68 |
|
|
2020
Q3 | $3.35M | Buy |
15,724
+2,135
| +16% | +$455K | 0.34% | 61 |
|
|
2020
Q2 | $2.43M | Sell |
13,589
-6,294
| -32% | -$1.12M | 0.33% | 68 |
|
|
2020
Q1 | $3.64M | Sell |
19,883
-1,880
| -9% | -$344K | 0.52% | 41 |
|
|
2019
Q4 | $4.93M | Buy |
21,763
+2,426
| +13% | +$549K | 0.58% | 30 |
|
|
2019
Q3 | $4.05M | Buy |
19,337
+1,787
| +10% | +$374K | 0.55% | 32 |
|
|
2019
Q2 | $3.71M | Buy |
17,550
+1,074
| +7% | +$227K | 0.54% | 37 |
|
|
2019
Q1 | $3.31M | Buy |
16,476
+2,379
| +17% | +$478K | 0.55% | 31 |
|
|
2018
Q4 | $2.88M | Buy |
14,097
+3,130
| +29% | +$639K | 0.55% | 35 |
|
|
2018
Q3 | $2.35M | Sell |
10,967
-767
| -7% | -$164K | 0.51% | 40 |
|
|
2018
Q2 | $2.19M | Buy |
11,734
+798
| +7% | +$149K | 0.56% | 38 |
|
|
2018
Q1 | $2.13M | Buy |
10,936
+1,049
| +11% | +$205K | 0.57% | 29 |
|
|
2017
Q4 | $2M | Buy |
9,887
+3,510
| +55% | +$711K | 0.53% | 34 |
|
|
2017
Q3 | $1.2M | Buy |
6,377
+255
| +4% | +$47.8K | 0.51% | 40 |
|
|
2017
Q2 | $25 | Buy |
6,122
+766
| +14% | +$3 | 0.01% | 711 |
|
|
2017
Q1 | $888K | Buy |
5,356
+92
| +2% | +$15.3K | 0.59% | 33 |
|
|
2016
Q4 | $862K | Buy |
+5,264
| New | +$862K | 0.65% | 28 |
|