OneDigital Investment Advisors’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 | $28.1M | Sell |
57,864
-1,042
| -2% | -$506K | 0.31% | 63 |
|
|
2025
Q1 | $31.4M | Buy |
58,906
+736
| +1% | +$392K | 0.37% | 57 |
|
|
2024
Q4 | $26.4M | Buy |
58,170
+900
| +2% | +$408K | 0.31% | 62 |
|
|
2024
Q3 | $26.4M | Buy |
57,270
+3,534
| +7% | +$1.63M | 0.3% | 65 |
|
|
2024
Q2 | $21.9M | Buy |
53,736
+13,325
| +33% | +$5.42M | 0.27% | 70 |
|
|
2024
Q1 | $17M | Buy |
40,411
+1,953
| +5% | +$821K | 0.27% | 80 |
|
|
2023
Q4 | $13.7M | Sell |
38,458
-10,411
| -21% | -$3.71M | 0.24% | 91 |
|
|
2023
Q3 | $17.1M | Buy |
48,869
+958
| +2% | +$336K | 0.37% | 59 |
|
|
2023
Q2 | $16.3M | Sell |
47,911
-3,906
| -8% | -$1.33M | 0.36% | 61 |
|
|
2023
Q1 | $16M | Buy |
51,817
+2,888
| +6% | +$892K | 0.38% | 56 |
|
|
2022
Q4 | $15.1M | Buy |
48,929
+6,148
| +14% | +$1.9M | 0.44% | 49 |
|
|
2022
Q3 | $11.4M | Buy |
42,781
+2,038
| +5% | +$544K | 0.42% | 45 |
|
|
2022
Q2 | $11.1M | Sell |
40,743
-2,098
| -5% | -$573K | 0.48% | 32 |
|
|
2022
Q1 | $15.1M | Buy |
42,841
+5,071
| +13% | +$1.79M | 0.57% | 27 |
|
|
2021
Q4 | $11.3M | Sell |
37,770
-1,522
| -4% | -$455K | 0.4% | 38 |
|
|
2021
Q3 | $10.7M | Buy |
39,292
+2,529
| +7% | +$690K | 0.43% | 40 |
|
|
2021
Q2 | $10.2M | Buy |
36,763
+5,547
| +18% | +$1.54M | 0.42% | 40 |
|
|
2021
Q1 | $7.97M | Sell |
31,216
-365
| -1% | -$93.2K | 0.37% | 45 |
|
|
2020
Q4 | $7.34M | Sell |
31,581
-2,448
| -7% | -$569K | 0.38% | 51 |
|
|
2020
Q3 | $7.22M | Sell |
34,029
-3,321
| -9% | -$705K | 0.5% | 43 |
|
|
2020
Q2 | $6.9M | Buy |
37,350
+2,062
| +6% | +$381K | 0.5% | 42 |
|
|
2020
Q1 | $6.26M | Buy |
35,288
+404
| +1% | +$71.7K | 0.55% | 37 |
|
|
2019
Q4 | $7.9M | Sell |
34,884
-909
| -3% | -$206K | 0.62% | 32 |
|
|
2019
Q3 | $7.45M | Buy |
35,793
+12,307
| +52% | +$2.56M | 0.67% | 29 |
|
|
2019
Q2 | $5.01M | Sell |
23,486
-4,280
| -15% | -$912K | 0.39% | 46 |
|
|
2019
Q1 | $5.74M | Buy |
27,766
+1,681
| +6% | +$348K | 0.84% | 20 |
|
|
2018
Q4 | $5.33M | Buy |
26,085
+3,340
| +15% | +$682K | 0.9% | 20 |
|
|
2018
Q3 | $4.87M | Buy |
22,745
+200
| +0.9% | +$42.8K | 1.14% | 12 |
|
|
2018
Q2 | $4.21M | Sell |
22,545
-620
| -3% | -$116K | 0.88% | 19 |
|
|
2018
Q1 | $4.62M | Buy |
23,165
+899
| +4% | +$179K | 1.02% | 15 |
|
|
2017
Q4 | $4.41M | Buy |
22,266
+10,037
| +82% | +$1.99M | 0.5% | 17 |
|
|
2017
Q3 | $2.24M | Sell |
12,229
-9,090
| -43% | -$1.67M | 0.82% | 21 |
|
|
2017
Q2 | $3.61M | Buy |
+21,319
| New | +$3.61M | 1.08% | 14 |
|