Inlet Private Wealth’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 | $16.4M | Sell |
33,754
-50
| -0.1% | -$24.3K | 4.03% | 3 |
|
|
2025
Q1 | $18M | Sell |
33,804
-528
| -2% | -$281K | 4.68% | 2 |
|
|
2024
Q4 | $15.6M | Sell |
34,332
-610
| -2% | -$277K | 4.12% | 3 |
|
|
2024
Q3 | $16.1M | Sell |
34,942
-50
| -0.1% | -$23K | 4.08% | 3 |
|
|
2024
Q2 | $14.2M | Buy |
34,992
+682
| +2% | +$277K | 3.9% | 3 |
|
|
2024
Q1 | $14.4M | Sell |
34,310
-224
| -0.6% | -$94.2K | 4.03% | 3 |
|
|
2023
Q4 | $12.3M | Buy |
34,534
+475
| +1% | +$169K | 3.78% | 3 |
|
|
2023
Q3 | $11.9M | Sell |
34,059
-3,317
| -9% | -$1.16M | 3.92% | 3 |
|
|
2023
Q2 | $12.7M | Buy |
37,376
+80
| +0.2% | +$27.3K | 3.22% | 4 |
|
|
2023
Q1 | $11.5M | Sell |
37,296
-20
| -0.1% | -$6.18K | 2.99% | 4 |
|
|
2022
Q4 | $11.5M | Buy |
37,316
+2,058
| +6% | +$636K | 2.96% | 3 |
|
|
2022
Q3 | $9.42M | Sell |
35,258
-140
| -0.4% | -$37.4K | 2.81% | 4 |
|
|
2022
Q2 | $9.66M | Buy |
35,398
+406
| +1% | +$111K | 2.76% | 5 |
|
|
2022
Q1 | $12.3M | Buy |
34,992
+816
| +2% | +$288K | 3.09% | 4 |
|
|
2021
Q4 | $10.2M | Hold |
34,176
| – | – | 2.48% | 6 |
|
|
2021
Q3 | $9.33M | Hold |
34,176
| – | – | 2.5% | 6 |
|
|
2021
Q2 | $9.5M | Sell |
34,176
-61
| -0.2% | -$17K | 2.49% | 5 |
|
|
2021
Q1 | $8.75M | Sell |
34,237
-466
| -1% | -$119K | 2.5% | 7 |
|
|
2020
Q4 | $8.05M | Hold |
34,703
| – | – | 2.63% | 5 |
|
|
2020
Q3 | $7.39M | Buy |
34,703
+2,650
| +8% | +$564K | 2.88% | 5 |
|
|
2020
Q2 | $5.72M | Buy |
32,053
+2,210
| +7% | +$395K | 2.28% | 7 |
|
|
2020
Q1 | $5.46M | Buy |
29,843
+829
| +3% | +$152K | 2.53% | 5 |
|
|
2019
Q4 | $6.57M | Buy |
29,014
+1,752
| +6% | +$397K | 2.18% | 7 |
|
|
2019
Q3 | $5.67M | Buy |
27,262
+520
| +2% | +$108K | 2.1% | 8 |
|
|
2019
Q2 | $5.73M | Buy |
26,742
+971
| +4% | +$208K | 2.06% | 8 |
|
|
2019
Q1 | $5.18M | Buy |
25,771
+6,840
| +36% | +$1.37M | 2.08% | 5 |
|
|
2018
Q4 | $3.87M | Buy |
+18,931
| New | +$3.87M | 2.08% | 4 |
|