Okabena 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 | $3.66M | Buy |
7,542
+1,500
| +25% | +$729K | 0.81% | 27 |
|
|
2025
Q1 | $3.22M | Buy |
6,042
+1,155
| +24% | +$615K | 0.81% | 27 |
|
|
2024
Q4 | $2.22M | Hold |
4,887
| – | – | 0.62% | 37 |
|
|
2024
Q3 | $2.25M | Sell |
4,887
-10,089
| -67% | -$4.64M | 0.63% | 32 |
|
|
2024
Q2 | $6.09M | Buy |
14,976
+10,089
| +206% | +$4.1M | 1.93% | 16 |
|
|
2024
Q1 | $2.06M | Hold |
4,887
| – | – | 0.68% | 35 |
|
|
2023
Q4 | $1.74M | Buy |
4,887
+4,814
| +6,595% | +$1.72M | 0.68% | 40 |
|
|
2023
Q3 | $25.6K | Sell |
73
-130
| -64% | -$45.5K | 0.02% | 73 |
|
|
2023
Q2 | $69.2K | Buy |
203
+198
| +3,960% | +$67.5K | 0.05% | 66 |
|
|
2023
Q1 | $2.4K | Sell |
5
-232
| -98% | -$111K | ﹤0.01% | 162 |
|
|
2022
Q4 | $73.2K | Sell |
237
-14,681
| -98% | -$4.53M | 0.05% | 93 |
|
|
2022
Q3 | $3.98M | Buy |
14,918
+10,089
| +209% | +$2.69M | 1.92% | 12 |
|
|
2022
Q2 | $1.32M | Buy |
4,829
+148
| +3% | +$40.4K | 0.68% | 41 |
|
|
2022
Q1 | $1.65M | Hold |
4,681
| – | – | 0.7% | 43 |
|
|
2021
Q4 | $1.4M | Buy |
+4,681
| New | +$1.4M | 0.53% | 50 |
|
|
2020
Q2 | – | Sell |
-1,147
| Closed | -$210K | – | 74 |
|
|
2020
Q1 | $210K | Hold |
1,147
| – | – | 0.24% | 58 |
|
|
2019
Q4 | $260K | Buy |
+1,147
| New | +$260K | 0.24% | 52 |
|