IPG Investment Advisors’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 | $3.51M | Sell |
7,234
-69
| -0.9% | -$33.5K | 0.69% | 38 |
|
|
2025
Q1 | $3.89M | Sell |
7,303
-19
| -0.3% | -$10.1K | 0.88% | 30 |
|
|
2024
Q4 | $3.32M | Sell |
7,322
-3,645
| -33% | -$1.65M | 0.76% | 30 |
|
|
2024
Q3 | $5.05M | Buy |
10,967
+3,722
| +51% | +$1.71M | 1.1% | 26 |
|
|
2024
Q2 | $2.95M | Buy |
7,245
+237
| +3% | +$96.4K | 0.64% | 42 |
|
|
2024
Q1 | $2.95M | Sell |
7,008
-834
| -11% | -$351K | 0.64% | 41 |
|
|
2023
Q4 | $2.8M | Buy |
7,842
+381
| +5% | +$136K | 0.56% | 46 |
|
|
2023
Q3 | $2.61M | Sell |
7,461
-163
| -2% | -$57.1K | 0.58% | 39 |
|
|
2023
Q2 | $2.6M | Sell |
7,624
-2,044
| -21% | -$697K | 0.57% | 33 |
|
|
2023
Q1 | $2.99M | Sell |
9,668
-4,655
| -33% | -$1.44M | 0.68% | 33 |
|
|
2022
Q4 | $4.42M | Buy |
14,323
+869
| +6% | +$268K | 1.23% | 22 |
|
|
2022
Q3 | $3.59M | Sell |
13,454
-35
| -0.3% | -$9.35K | 1.01% | 25 |
|
|
2022
Q2 | $3.69M | Sell |
13,489
-2,169
| -14% | -$593K | 0.92% | 25 |
|
|
2022
Q1 | $5.53M | Sell |
15,658
-2,225
| -12% | -$785K | 1.06% | 22 |
|
|
2021
Q4 | $5.35M | Sell |
17,883
-518
| -3% | -$155K | 0.97% | 21 |
|
|
2021
Q3 | $5.02M | Sell |
18,401
-659
| -3% | -$180K | 1.59% | 13 |
|
|
2021
Q2 | $5.3M | Sell |
19,060
-895
| -4% | -$249K | 1.55% | 14 |
|
|
2021
Q1 | $5.1M | Sell |
19,955
-4,963
| -20% | -$1.27M | 1% | 29 |
|
|
2020
Q4 | $5.78M | Buy |
24,918
+1,613
| +7% | +$374K | 1.34% | 20 |
|
|
2020
Q3 | $4.96M | Buy |
23,305
+2,920
| +14% | +$622K | 1.42% | 22 |
|
|
2020
Q2 | $3.64M | Buy |
20,385
+11,988
| +143% | +$2.14M | 1.23% | 25 |
|
|
2020
Q1 | $1.54M | Sell |
8,397
-134
| -2% | -$24.5K | 0.64% | 34 |
|
|
2019
Q4 | $1.93M | Sell |
8,531
-570
| -6% | -$129K | 0.61% | 36 |
|
|
2019
Q3 | $1.89M | Sell |
9,101
-300
| -3% | -$62.4K | 0.66% | 35 |
|
|
2019
Q2 | $2M | Sell |
9,401
-1,036
| -10% | -$221K | 0.73% | 32 |
|
|
2019
Q1 | $2.1M | Buy |
10,437
+60
| +0.6% | +$12.1K | 0.72% | 31 |
|
|
2018
Q4 | $2.12M | Buy |
10,377
+859
| +9% | +$175K | 0.81% | 27 |
|
|
2018
Q3 | $2.04M | Sell |
9,518
-41
| -0.4% | -$8.78K | 0.66% | 28 |
|
|
2018
Q2 | $1.78M | Buy |
9,559
+20
| +0.2% | +$3.73K | 0.62% | 30 |
|
|
2018
Q1 | $1.9M | Buy |
9,539
+2,486
| +35% | +$496K | 0.62% | 28 |
|
|
2017
Q4 | $1.4M | Sell |
7,053
-976
| -12% | -$193K | 0.58% | 32 |
|
|
2017
Q3 | $1.47M | Sell |
8,029
-260
| -3% | -$47.7K | 0.51% | 34 |
|
|
2017
Q2 | $1.4M | Buy |
8,289
+223
| +3% | +$37.8K | 0.56% | 29 |
|
|
2017
Q1 | $1.34M | Buy |
8,066
+1,108
| +16% | +$185K | 0.61% | 29 |
|
|
2016
Q4 | $1.13M | Buy |
6,958
+392
| +6% | +$63.9K | 0.46% | 46 |
|
|
2016
Q3 | $949K | Buy |
6,566
+970
| +17% | +$140K | 0.4% | 45 |
|
|
2016
Q2 | $810K | Sell |
5,596
-248
| -4% | -$35.9K | 0.33% | 55 |
|
|
2016
Q1 | $829K | Sell |
5,844
-999
| -15% | -$142K | 0.37% | 48 |
|
|
2015
Q4 | $906K | Buy |
6,843
+295
| +5% | +$39.1K | 0.42% | 45 |
|
|
2015
Q3 | $854K | Buy |
6,548
+1,615
| +33% | +$211K | 0.4% | 45 |
|
|
2015
Q2 | $671K | Buy |
4,933
+190
| +4% | +$25.9K | 0.24% | 73 |
|
|
2015
Q1 | $685K | Buy |
4,743
+840
| +22% | +$121K | 0.26% | 65 |
|
|
2014
Q4 | $586K | Buy |
3,903
+570
| +17% | +$85.6K | 0.23% | 62 |
|
|
2014
Q3 | $460K | Buy |
3,333
+170
| +5% | +$23.5K | 0.17% | 61 |
|
|
2014
Q2 | $400K | Buy |
+3,163
| New | +$400K | 0.17% | 60 |
|