Oak Harvest Investment Services’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 | $1.5M | Buy |
3,094
+27
| +0.9% | +$13.1K | 0.19% | 100 |
|
|
2025
Q1 | $1.63M | Sell |
3,067
-282
| -8% | -$150K | 0.23% | 88 |
|
|
2024
Q4 | $1.52M | Buy |
3,349
+135
| +4% | +$61.2K | 0.21% | 95 |
|
|
2024
Q3 | $1.48M | Buy |
3,214
+91
| +3% | +$41.9K | 0.21% | 85 |
|
|
2024
Q2 | $1.27M | Sell |
3,123
-237
| -7% | -$96.4K | 0.2% | 80 |
|
|
2024
Q1 | $1.41M | Sell |
3,360
-32
| -0.9% | -$13.5K | 0.23% | 74 |
|
|
2023
Q4 | $1.21M | Buy |
3,392
+141
| +4% | +$50.3K | 0.24% | 72 |
|
|
2023
Q3 | $1.14M | Sell |
3,251
-218
| -6% | -$76.4K | 0.24% | 63 |
|
|
2023
Q2 | $1.18M | Sell |
3,469
-248
| -7% | -$84.6K | 0.27% | 59 |
|
|
2023
Q1 | $1.15M | Sell |
3,717
-96
| -3% | -$29.6K | 0.26% | 66 |
|
|
2022
Q4 | $1.18M | Sell |
3,813
-267
| -7% | -$82.5K | 0.31% | 56 |
|
|
2022
Q3 | $1.09M | Sell |
4,080
-68
| -2% | -$18.2K | 0.29% | 58 |
|
|
2022
Q2 | $1.13M | Buy |
4,148
+132
| +3% | +$36K | 0.31% | 57 |
|
|
2022
Q1 | $1.42M | Buy |
4,016
+344
| +9% | +$121K | 0.35% | 54 |
|
|
2021
Q4 | $1.1M | Sell |
3,672
-3,644
| -50% | -$1.09M | 0.27% | 58 |
|
|
2021
Q3 | $2M | Sell |
7,316
-299
| -4% | -$81.6K | 0.58% | 52 |
|
|
2021
Q2 | $2.12M | Sell |
7,615
-147
| -2% | -$40.8K | 0.7% | 53 |
|
|
2021
Q1 | $1.98M | Sell |
7,762
-348
| -4% | -$88.9K | 0.76% | 52 |
|
|
2020
Q4 | $1.88M | Buy |
+8,110
| New | +$1.88M | 0.81% | 45 |
|