Operose 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 | $1.2M | Sell |
2,480
-10
| -0.4% | -$4.86K | 0.34% | 41 |
|
|
2025
Q1 | $1.33M | Buy |
2,490
+1,545
| +163% | +$823K | 0.44% | 34 |
|
|
2024
Q4 | $428K | Sell |
945
-575
| -38% | -$261K | 0.15% | 82 |
|
|
2024
Q3 | $700K | Hold |
1,520
| – | – | 0.23% | 62 |
|
|
2024
Q2 | $618K | Hold |
1,520
| – | – | 0.22% | 67 |
|
|
2024
Q1 | $639K | Buy |
1,520
+665
| +78% | +$280K | 0.22% | 69 |
|
|
2023
Q4 | $305K | Sell |
855
-1,158
| -58% | -$413K | 0.12% | 83 |
|
|
2023
Q3 | $705K | Buy |
2,013
+1,713
| +571% | +$600K | 0.28% | 38 |
|
|
2023
Q2 | $102K | Hold |
300
| – | – | 0.05% | 120 |
|
|
2023
Q1 | $92.6K | Sell |
300
-750
| -71% | -$232K | 0.05% | 120 |
|
|
2022
Q4 | $324K | Buy |
1,050
+750
| +250% | +$232K | 0.17% | 49 |
|
|
2022
Q3 | $80K | Sell |
300
-502
| -63% | -$134K | 0.05% | 121 |
|
|
2022
Q2 | $219K | Hold |
802
| – | – | 0.15% | 53 |
|
|
2022
Q1 | $283K | Buy |
802
+650
| +428% | +$229K | 0.2% | 52 |
|
|
2021
Q4 | $45K | Buy |
+152
| New | +$45K | 0.04% | 146 |
|