Investment Advisory Services’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 | $448K | Hold |
922
| – | – | 0.15% | 81 |
|
|
2025
Q1 | $491K | Hold |
922
| – | – | 0.18% | 76 |
|
|
2024
Q4 | $418K | Hold |
922
| – | – | 0.15% | 81 |
|
|
2024
Q3 | $424K | Hold |
922
| – | – | 0.15% | 83 |
|
|
2024
Q2 | $375K | Buy |
922
+4
| +0.4% | +$1.63K | 0.14% | 88 |
|
|
2024
Q1 | $386K | Buy |
918
+18
| +2% | +$7.57K | 0.14% | 89 |
|
|
2023
Q4 | $321K | Hold |
900
| – | – | 0.13% | 92 |
|
|
2023
Q3 | $315K | Hold |
900
| – | – | 0.14% | 90 |
|
|
2023
Q2 | $307K | Hold |
900
| – | – | 0.13% | 91 |
|
|
2023
Q1 | $278K | Hold |
900
| – | – | 0.14% | 90 |
|
|
2022
Q4 | $278K | Hold |
900
| – | – | 0.14% | 90 |
|
|
2022
Q3 | $240K | Hold |
900
| – | – | 0.14% | 88 |
|
|
2022
Q2 | $246K | Hold |
900
| – | – | 0.14% | 90 |
|
|
2022
Q1 | $318K | Hold |
900
| – | – | 0.18% | 83 |
|
|
2021
Q4 | $269K | Hold |
900
| – | – | 0.15% | 85 |
|
|
2021
Q3 | $246K | Hold |
900
| – | – | 0.15% | 87 |
|
|
2021
Q2 | $250K | Buy |
+900
| New | +$250K | 0.15% | 84 |
|
|
2020
Q4 | $209K | Buy |
+900
| New | +$209K | 0.15% | 87 |
|
|
2020
Q1 | – | Sell |
-900
| Closed | -$204K | – | 67 |
|
|
2019
Q4 | $204K | Buy |
+900
| New | +$204K | 0.18% | 70 |
|