INVST’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
Q1 | $2.65M | Sell |
4,976
-1,584
| -24% | -$844K | 0.36% | 60 |
|
|
2024
Q4 | $2.97M | Buy |
6,560
+117
| +2% | +$53K | 0.36% | 55 |
|
|
2024
Q3 | $2.97M | Sell |
6,443
-1,048
| -14% | -$482K | 0.36% | 53 |
|
|
2024
Q2 | $3.04M | Buy |
7,491
+644
| +9% | +$261K | 0.33% | 52 |
|
|
2024
Q1 | $2.88M | Sell |
6,847
-11
| -0.2% | -$4.62K | 0.34% | 50 |
|
|
2023
Q4 | $2.7M | Sell |
6,858
-195
| -3% | -$76.8K | 0.35% | 48 |
|
|
2023
Q3 | $2.47M | Buy |
7,053
+174
| +3% | +$61K | 0.36% | 47 |
|
|
2023
Q2 | $2.35M | Sell |
6,879
-57
| -0.8% | -$19.4K | 0.34% | 41 |
|
|
2023
Q1 | $2.26M | Buy |
6,936
+281
| +4% | +$91.7K | 0.35% | 40 |
|
|
2022
Q4 | $2.07M | Sell |
6,655
-374
| -5% | -$117K | 0.32% | 44 |
|
|
2022
Q3 | $1.88M | Buy |
7,029
+431
| +7% | +$115K | 0.32% | 41 |
|
|
2022
Q2 | $1.95M | Sell |
6,598
-50
| -0.8% | -$14.8K | 0.3% | 44 |
|
|
2022
Q1 | $2.08M | Buy |
6,648
+192
| +3% | +$60.1K | 0.34% | 45 |
|
|
2021
Q4 | $2M | Sell |
6,456
-486
| -7% | -$151K | 0.31% | 46 |
|
|
2021
Q3 | $1.9M | Sell |
6,942
-12
| -0.2% | -$3.28K | 0.3% | 53 |
|
|
2021
Q2 | $1.93M | Sell |
6,954
-596
| -8% | -$166K | 0.32% | 51 |
|
|
2021
Q1 | $2.08M | Buy |
7,550
+1,273
| +20% | +$350K | 0.36% | 43 |
|
|
2020
Q4 | $1.46M | Buy |
6,277
+1,405
| +29% | +$326K | 0.26% | 50 |
|
|
2020
Q3 | $1.03M | Buy |
4,872
+303
| +7% | +$64.2K | 0.24% | 52 |
|
|
2020
Q2 | $813K | Buy |
4,569
+1,644
| +56% | +$293K | 0.24% | 54 |
|
|
2020
Q1 | $515K | Buy |
2,925
+138
| +5% | +$24.3K | 0.21% | 57 |
|
|
2019
Q4 | $631K | Sell |
2,787
-41
| -1% | -$9.28K | 0.24% | 52 |
|
|
2019
Q3 | $585K | Buy |
2,828
+1,131
| +67% | +$234K | 0.26% | 47 |
|
|
2019
Q2 | $364K | Buy |
+1,697
| New | +$364K | 0.19% | 42 |
|