NewSquare Capital’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 | $517K | Buy |
1,065
+292
| +38% | +$142K | 0.04% | 146 |
|
|
2025
Q1 | $412K | Buy |
773
+572
| +285% | +$305K | 0.03% | 151 |
|
|
2024
Q4 | $91.1K | Buy |
201
+81
| +68% | +$36.7K | 0.01% | 178 |
|
|
2024
Q3 | $55.2K | Sell |
120
-380
| -76% | -$175K | ﹤0.01% | 164 |
|
|
2024
Q2 | $203K | Buy |
+500
| New | +$203K | 0.02% | 151 |
|
|
2023
Q4 | – | Sell |
-152
| Closed | -$53.2K | – | 510 |
|
|
2023
Q3 | $53.2K | Buy |
152
+67
| +79% | +$23.5K | 0.01% | 192 |
|
|
2023
Q2 | $29K | Buy |
85
+63
| +286% | +$21.5K | ﹤0.01% | 229 |
|
|
2023
Q1 | $6.79K | Buy |
22
+17
| +340% | +$5.25K | ﹤0.01% | 403 |
|
|
2022
Q4 | $1.55K | Sell |
5
-140
| -97% | -$43.3K | ﹤0.01% | 520 |
|
|
2022
Q3 | $39K | Hold |
145
| – | – | ﹤0.01% | 186 |
|
|
2022
Q2 | $40K | Hold |
145
| – | – | 0.01% | 199 |
|
|
2022
Q1 | $51K | Sell |
145
-262
| -64% | -$92.2K | 0.01% | 201 |
|
|
2021
Q4 | $122K | Buy |
407
+50
| +14% | +$15K | 0.01% | 181 |
|
|
2021
Q3 | $97K | Buy |
357
+145
| +68% | +$39.4K | 0.01% | 184 |
|
|
2021
Q2 | $59K | Buy |
+212
| New | +$59K | 0.01% | 187 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$37K | – | 375 |
|
|
2020
Q1 | $37K | Buy |
200
+20
| +11% | +$3.7K | 0.01% | 186 |
|
|
2019
Q4 | $41K | Buy |
+180
| New | +$41K | 0.01% | 177 |
|
|
2019
Q3 | – | Sell |
-240
| Closed | -$51K | – | 282 |
|
|
2019
Q2 | $51K | Hold |
240
| – | – | 0.01% | 168 |
|
|
2019
Q1 | $48K | Hold |
240
| – | – | 0.01% | 165 |
|
|
2018
Q4 | $49K | Hold |
240
| – | – | 0.01% | 155 |
|
|
2018
Q3 | $51K | Hold |
240
| – | – | 0.01% | 168 |
|
|
2018
Q2 | $47K | Sell |
240
-250
| -51% | -$49K | 0.01% | 173 |
|
|
2018
Q1 | $98K | Sell |
490
-500
| -51% | -$100K | 0.02% | 121 |
|
|
2017
Q4 | $196K | Hold |
990
| – | – | 0.04% | 104 |
|
|
2017
Q3 | $181K | Hold |
990
| – | – | 0.04% | 99 |
|
|
2017
Q2 | $168K | Sell |
990
-960
| -49% | -$163K | 0.04% | 100 |
|
|
2017
Q1 | $325K | Hold |
1,950
| – | – | 0.08% | 96 |
|
|
2016
Q4 | $318K | Sell |
1,950
-2,250
| -54% | -$367K | 0.08% | 114 |
|
|
2016
Q3 | $607K | Hold |
4,200
| – | – | 0.14% | 102 |
|
|
2016
Q2 | $608K | Sell |
4,200
-38
| -0.9% | -$5.5K | 0.14% | 95 |
|
|
2016
Q1 | $601K | Buy |
4,238
+2,550
| +151% | +$362K | 0.17% | 88 |
|
|
2015
Q4 | $223K | Buy |
1,688
+38
| +2% | +$5.02K | 0.06% | 109 |
|
|
2015
Q3 | $215K | Hold |
1,650
| – | – | 0.06% | 104 |
|
|
2015
Q2 | $225K | Hold |
1,650
| – | – | 0.07% | 107 |
|
|
2015
Q1 | $238K | Hold |
1,650
| – | – | 0.07% | 102 |
|
|
2014
Q4 | $248K | Hold |
1,650
| – | – | 0.08% | 106 |
|
|
2014
Q3 | $228K | Buy |
1,650
+700
| +74% | +$96.7K | 0.08% | 112 |
|
|
2014
Q2 | $120K | Sell |
950
-700
| -42% | -$88.4K | 0.04% | 128 |
|
|
2014
Q1 | $206K | Hold |
1,650
| – | – | 0.08% | 108 |
|
|
2013
Q4 | $196K | Sell |
1,650
-36
| -2% | -$4.28K | 0.09% | 85 |
|
|
2013
Q3 | $191K | Buy |
1,686
+100
| +6% | +$11.3K | 0.09% | 86 |
|
|
2013
Q2 | $178K | Buy |
+1,586
| New | +$178K | 0.09% | 88 |
|