Investment Partners’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 | $2.75M | Sell |
5,655
-131
| -2% | -$63.6K | 1.04% | 25 |
|
2025
Q1 | $3.08M | Sell |
5,786
-36
| -0.6% | -$19.2K | 1.28% | 22 |
|
2024
Q4 | $2.64M | Buy |
5,822
+10
| +0.2% | +$4.53K | 1.09% | 27 |
|
2024
Q3 | $2.68M | Sell |
5,812
-45
| -0.8% | -$20.7K | 1.11% | 27 |
|
2024
Q2 | $2.38M | Buy |
5,857
+61
| +1% | +$24.8K | 1.07% | 30 |
|
2024
Q1 | $2.44M | Hold |
5,796
| – | – | 1.11% | 27 |
|
2023
Q4 | $2.07M | Sell |
5,796
-85
| -1% | -$30.3K | 1.02% | 29 |
|
2023
Q3 | $2.06M | Buy |
5,881
+1,515
| +35% | +$531K | 1.08% | 28 |
|
2023
Q2 | $1.49M | Hold |
4,366
| – | – | 0.78% | 37 |
|
2023
Q1 | $1.35M | Hold |
4,366
| – | – | 0.71% | 40 |
|
2022
Q4 | $1.35M | Sell |
4,366
-1,890
| -30% | -$584K | 0.71% | 45 |
|
2022
Q3 | $1.67M | Buy |
6,256
+1,890
| +43% | +$505K | 0.5% | 59 |
|
2022
Q2 | $1.19M | Buy |
4,366
+50
| +1% | +$13.7K | 0.58% | 45 |
|
2022
Q1 | $1.52M | Buy |
4,316
+651
| +18% | +$230K | 0.64% | 40 |
|
2021
Q4 | $1.1M | Hold |
3,665
| – | – | 0.45% | 52 |
|
2021
Q3 | $1M | Hold |
3,665
| – | – | 0.45% | 49 |
|
2021
Q2 | $1.02M | Hold |
3,665
| – | – | 0.47% | 47 |
|
2021
Q1 | $936K | Hold |
3,665
| – | – | 0.45% | 52 |
|
2020
Q4 | $850K | Sell |
3,665
-20
| -0.5% | -$4.64K | 0.45% | 54 |
|
2020
Q3 | $785K | Hold |
3,685
| – | – | 0.47% | 53 |
|
2020
Q2 | $658K | Sell |
3,685
-127
| -3% | -$22.7K | 0.39% | 64 |
|
2020
Q1 | $697K | Sell |
3,812
-100
| -3% | -$18.3K | 0.5% | 55 |
|
2019
Q4 | $886K | Hold |
3,912
| – | – | 0.6% | 52 |
|
2019
Q3 | $814K | Hold |
3,912
| – | – | 0.59% | 51 |
|
2019
Q2 | $834K | Sell |
3,912
-1,250
| -24% | -$266K | 0.6% | 54 |
|
2019
Q1 | $1.04M | Buy |
5,162
+60
| +1% | +$12.1K | 0.75% | 45 |
|
2018
Q4 | $1.04M | Buy |
+5,102
| New | +$1.04M | 0.88% | 42 |
|
2018
Q3 | – | Sell |
-5,452
| Closed | -$1.02M | – | 131 |
|
2018
Q2 | $1.02M | Buy |
5,452
+350
| +7% | +$65.4K | 0.76% | 42 |
|
2018
Q1 | $1.02M | Sell |
5,102
-200
| -4% | -$39.9K | 0.76% | 42 |
|
2017
Q4 | $1.05M | Buy |
5,302
+415
| +8% | +$82.3K | 0.78% | 42 |
|
2017
Q3 | $896K | Hold |
4,887
| – | – | 0.77% | 44 |
|
2017
Q2 | $828K | Buy |
4,887
+400
| +9% | +$67.8K | 0.75% | 48 |
|
2017
Q1 | $748K | Sell |
4,487
-91
| -2% | -$15.2K | 0.72% | 52 |
|
2016
Q4 | $746K | Sell |
4,578
-2,257
| -33% | -$368K | 0.73% | 52 |
|
2016
Q3 | $987K | Buy |
6,835
+1,715
| +33% | +$248K | 0.56% | 60 |
|
2016
Q2 | $741K | Sell |
5,120
-2,511
| -33% | -$363K | 0.74% | 52 |
|
2016
Q1 | $1.01M | Buy |
7,631
+1,711
| +29% | +$226K | 0.66% | 50 |
|
2015
Q4 | $782K | Sell |
5,920
-200
| -3% | -$26.4K | 0.94% | 45 |
|
2015
Q3 | $800K | Buy |
6,120
+250
| +4% | +$32.7K | 1.05% | 39 |
|
2015
Q2 | $799K | Sell |
5,870
-350
| -6% | -$47.6K | 0.96% | 41 |
|
2015
Q1 | $895K | Buy |
6,220
+300
| +5% | +$43.2K | 0.98% | 34 |
|
2014
Q4 | $892K | Buy |
+5,920
| New | +$892K | 1.03% | 34 |
|