Nvest Financial’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 | $6.1M | Sell |
12,550
-93
| -0.7% | -$45.2K | 3.18% | 5 |
|
|
2025
Q1 | $6.73M | Sell |
12,643
-289
| -2% | -$154K | 3.6% | 6 |
|
|
2024
Q4 | $5.86M | Sell |
12,932
-182
| -1% | -$82.5K | 2.98% | 6 |
|
|
2024
Q3 | $6.04M | Sell |
13,114
-145
| -1% | -$66.7K | 3.44% | 6 |
|
|
2024
Q2 | $5.39M | Sell |
13,259
-512
| -4% | -$208K | 3.32% | 6 |
|
|
2024
Q1 | $5.79M | Buy |
13,771
+79
| +0.6% | +$33.2K | 3.86% | 6 |
|
|
2023
Q4 | $4.88M | Buy |
13,692
+110
| +0.8% | +$39.2K | 3.84% | 6 |
|
|
2023
Q3 | $4.76M | Buy |
13,582
+181
| +1% | +$63.4K | 4.44% | 6 |
|
|
2023
Q2 | $4.57M | Buy |
13,401
+603
| +5% | +$206K | 4% | 6 |
|
|
2023
Q1 | $3.95M | Buy |
12,798
+254
| +2% | +$78.4K | 4.11% | 6 |
|
|
2022
Q4 | $3.87M | Buy |
12,544
+345
| +3% | +$107K | 4.85% | 5 |
|
|
2022
Q3 | $3.26M | Sell |
12,199
-370
| -3% | -$98.8K | 4.6% | 6 |
|
|
2022
Q2 | $3.43M | Sell |
12,569
-341
| -3% | -$93.1K | 3.6% | 7 |
|
|
2022
Q1 | $4.56M | Buy |
+12,910
| New | +$4.56M | 3.74% | 7 |
|