Newton One Investments’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 | $105K | Hold |
217
| – | – | 0.03% | 53 |
|
2025
Q1 | $116K | Hold |
217
| – | – | 0.04% | 52 |
|
2024
Q4 | $98.4K | Buy |
+217
| New | +$98.4K | 0.04% | 53 |
|
2024
Q3 | – | Sell |
-117
| Closed | -$47.6K | – | 46 |
|
2024
Q2 | $47.6K | Hold |
117
| – | – | 0.02% | 63 |
|
2024
Q1 | $49.2K | Hold |
117
| – | – | 0.02% | 62 |
|
2023
Q4 | $41.7K | Hold |
117
| – | – | 0.02% | 67 |
|
2023
Q3 | $41K | Hold |
117
| – | – | 0.02% | 69 |
|
2023
Q2 | $39.9K | Hold |
117
| – | – | 0.02% | 71 |
|
2023
Q1 | $36.1K | Hold |
117
| – | – | 0.02% | 72 |
|
2022
Q4 | $36.1K | Hold |
117
| – | – | 0.02% | 71 |
|
2022
Q3 | $31K | Hold |
117
| – | – | 0.02% | 71 |
|
2022
Q2 | $32K | Hold |
117
| – | – | 0.02% | 72 |
|
2022
Q1 | $41K | Hold |
117
| – | – | 0.03% | 72 |
|
2021
Q4 | $35K | Hold |
117
| – | – | 0.02% | 76 |
|
2021
Q3 | $32K | Hold |
117
| – | – | 0.02% | 77 |
|
2021
Q2 | $33K | Hold |
117
| – | – | 0.03% | 77 |
|
2021
Q1 | $30K | Hold |
117
| – | – | 0.03% | 56 |
|
2020
Q4 | $27K | Buy |
+117
| New | +$27K | 0.03% | 52 |
|