Jacobsen Capital Management’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 | $1.6M | Buy |
3,290
+209
| +7% | +$102K | 0.59% | 20 |
|
|
2025
Q1 | $1.64M | Buy |
3,081
+144
| +5% | +$76.7K | 0.71% | 18 |
|
|
2024
Q4 | $1.33M | Buy |
2,937
+11
| +0.4% | +$4.99K | 0.57% | 20 |
|
|
2024
Q3 | $1.35M | Buy |
2,926
+64
| +2% | +$29.5K | 0.57% | 18 |
|
|
2024
Q2 | $1.16M | Buy |
2,862
+169
| +6% | +$68.7K | 0.52% | 19 |
|
|
2024
Q1 | $1.13M | Buy |
2,693
+8
| +0.3% | +$3.36K | 0.53% | 18 |
|
|
2023
Q4 | $958K | Buy |
2,685
+93
| +4% | +$33.2K | 0.48% | 18 |
|
|
2023
Q3 | $908K | Buy |
2,592
+117
| +5% | +$41K | 0.49% | 21 |
|
|
2023
Q2 | $844K | Buy |
2,475
+265
| +12% | +$90.4K | 0.44% | 24 |
|
|
2023
Q1 | $682K | Buy |
+2,210
| New | +$682K | 0.37% | 30 |
|
|
2019
Q4 | – | Sell |
-2,765
| Closed | -$575K | – | 61 |
|
|
2019
Q3 | $575K | Hold |
2,765
| – | – | 0.55% | 45 |
|
|
2019
Q2 | $589K | Buy |
+2,765
| New | +$589K | 0.59% | 43 |
|