Isthmus 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 | $819K | Buy |
1,686
+154
| +10% | +$74.8K | 0.1% | 123 |
|
2025
Q1 | $816K | Hold |
1,532
| – | – | 0.1% | 120 |
|
2024
Q4 | $694K | Buy |
1,532
+350
| +30% | +$159K | 0.08% | 124 |
|
2024
Q3 | $544K | Hold |
1,182
| – | – | 0.06% | 130 |
|
2024
Q2 | $481K | Hold |
1,182
| – | – | 0.06% | 136 |
|
2024
Q1 | $497K | Buy |
+1,182
| New | +$497K | 0.06% | 140 |
|
2018
Q4 | – | Sell |
-360
| Closed | -$77K | – | 154 |
|
2018
Q3 | $77K | Buy |
+360
| New | +$77K | 0.02% | 159 |
|
2017
Q3 | – | Sell |
-1,950
| Closed | -$330K | – | 307 |
|
2017
Q2 | $330K | Sell |
1,950
-84
| -4% | -$14.2K | 0.1% | 117 |
|
2017
Q1 | $339K | Hold |
2,034
| – | – | 0.1% | 116 |
|
2016
Q4 | $332K | Hold |
2,034
| – | – | 0.1% | 116 |
|
2016
Q3 | $295K | Hold |
2,034
| – | – | 0.09% | 118 |
|
2016
Q2 | $295K | Hold |
2,034
| – | – | 0.1% | 115 |
|
2016
Q1 | $289K | Hold |
2,034
| – | – | 0.1% | 115 |
|
2015
Q4 | $269K | Hold |
2,034
| – | – | 0.09% | 123 |
|
2015
Q3 | $265K | Hold |
2,034
| – | – | 0.1% | 120 |
|
2015
Q2 | $277K | Hold |
2,034
| – | – | 0.09% | 122 |
|
2015
Q1 | $294K | Hold |
2,034
| – | – | 0.1% | 115 |
|
2014
Q4 | $305K | Buy |
+2,034
| New | +$305K | 0.1% | 116 |
|