Independent Family Office’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 | $4.48M | Buy |
9,224
+1,641
| +22% | +$797K | 2.08% | 13 |
|
|
2025
Q1 | $4.04M | Sell |
7,583
-45
| -0.6% | -$24K | 2.12% | 12 |
|
|
2024
Q4 | $3.46M | Buy |
7,628
+45
| +0.6% | +$20.4K | 1.8% | 11 |
|
|
2024
Q3 | $3.48M | Buy |
7,583
+996
| +15% | +$458K | 1.75% | 13 |
|
|
2024
Q2 | $2.68M | Sell |
6,587
-1,113
| -14% | -$453K | 1.53% | 15 |
|
|
2024
Q1 | $3.24M | Buy |
7,700
+1,193
| +18% | +$502K | 1.74% | 12 |
|
|
2023
Q4 | $2.32M | Buy |
6,507
+1,247
| +24% | +$445K | 1.31% | 15 |
|
|
2023
Q3 | $1.84M | Buy |
5,260
+98
| +2% | +$34.3K | 1.15% | 18 |
|
|
2023
Q2 | $1.76M | Buy |
5,162
+823
| +19% | +$281K | 1.07% | 20 |
|
|
2023
Q1 | $1.34M | Buy |
4,339
+1,284
| +42% | +$396K | 0.77% | 27 |
|
|
2022
Q4 | $944K | Sell |
3,055
-5
| -0.2% | -$1.55K | 0.57% | 32 |
|
|
2022
Q3 | $817K | Sell |
3,060
-429
| -12% | -$115K | 0.4% | 36 |
|
|
2022
Q2 | $953 | Buy |
3,489
+434
| +14% | +$119 | 0.47% | 29 |
|
|
2022
Q1 | $1.08M | Hold |
3,055
| – | – | 0.35% | 28 |
|
|
2021
Q4 | $913K | Buy |
3,055
+127
| +4% | +$38K | 0.34% | 32 |
|
|
2021
Q3 | $799K | Hold |
2,928
| – | – | 0.33% | 23 |
|
|
2021
Q2 | $814K | Buy |
2,928
+245
| +9% | +$68.1K | 0.32% | 27 |
|
|
2021
Q1 | $748K | Sell |
2,683
-2,196
| -45% | -$612K | 0.29% | 28 |
|
|
2020
Q4 | $1.13M | Buy |
4,879
+138
| +3% | +$32K | 0.47% | 20 |
|
|
2020
Q3 | $1.01M | Sell |
4,741
-23
| -0.5% | -$4.9K | 0.48% | 20 |
|
|
2020
Q2 | $850K | Sell |
4,764
-65
| -1% | -$11.6K | 0.44% | 21 |
|
|
2020
Q1 | $883K | Buy |
4,829
+23
| +0.5% | +$4.21K | 0.55% | 19 |
|
|
2019
Q4 | $1.09M | Buy |
+4,806
| New | +$1.09M | 0.68% | 18 |
|