New World 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 | $1.11M | Buy |
2,286
+180
| +9% | +$87.4K | 0.24% | 16 |
|
|
2025
Q1 | $1.12M | Buy |
2,106
+159
| +8% | +$84.7K | 0.25% | 12 |
|
|
2024
Q4 | $883K | Buy |
1,947
+151
| +8% | +$68.4K | 0.21% | 15 |
|
|
2024
Q3 | $827K | Sell |
1,796
-69
| -4% | -$31.8K | 0.22% | 15 |
|
|
2024
Q2 | $759K | Hold |
1,865
| – | – | 0.21% | 15 |
|
|
2024
Q1 | $784K | Sell |
1,865
-247
| -12% | -$104K | 0.23% | 15 |
|
|
2023
Q4 | $753K | Sell |
2,112
-3,330
| -61% | -$1.19M | 0.23% | 18 |
|
|
2023
Q3 | $1.91M | Sell |
5,442
-140
| -3% | -$49K | 0.66% | 8 |
|
|
2023
Q2 | $1.9M | Hold |
5,582
| – | – | 0.67% | 8 |
|
|
2023
Q1 | $1.72M | Buy |
5,582
+437
| +8% | +$135K | 0.66% | 8 |
|
|
2022
Q4 | $1.59M | Buy |
5,145
+25
| +0.5% | +$7.72K | 0.54% | 13 |
|
|
2022
Q3 | $1.37M | Buy |
5,120
+70
| +1% | +$18.7K | 0.65% | 9 |
|
|
2022
Q2 | $1.4M | Buy |
5,050
+1,130
| +29% | +$313K | 0.75% | 14 |
|
|
2022
Q1 | $1.35M | Sell |
3,920
-2,170
| -36% | -$746K | 0.71% | 8 |
|
|
2021
Q4 | $1.82M | Buy |
6,090
+100
| +2% | +$29.9K | 0.84% | 11 |
|
|
2021
Q3 | $1.73M | Buy |
+5,990
| New | +$1.73M | 0.8% | 8 |
|
|
2021
Q2 | – | Sell |
-3,985
| Closed | -$1.02M | – | 97 |
|
|
2021
Q1 | $1.02M | Sell |
3,985
-1,155
| -22% | -$295K | 0.56% | 7 |
|
|
2020
Q4 | $1.1M | Hold |
5,140
| – | – | 0.71% | 8 |
|
|
2020
Q3 | $1.08M | Sell |
5,140
-1,075
| -17% | -$226K | 0.69% | 8 |
|
|
2020
Q2 | $1.27M | Buy |
6,215
+795
| +15% | +$163K | 0.86% | 7 |
|
|
2020
Q1 | $1.23M | Hold |
5,420
| – | – | 0.75% | 5 |
|
|
2019
Q4 | $1.23M | Buy |
5,420
+50
| +0.9% | +$11.3K | 0.75% | 5 |
|
|
2019
Q3 | $1.12M | Buy |
5,370
+420
| +8% | +$87.4K | 0.76% | 5 |
|
|
2019
Q2 | $1.06M | Buy |
4,950
+445
| +10% | +$94.8K | 0.76% | 5 |
|
|
2019
Q1 | $905K | Buy |
4,505
+1,235
| +38% | +$248K | 0.64% | 5 |
|
|
2018
Q4 | $668K | Buy |
+3,270
| New | +$668K | 0.55% | 3 |
|