OPS
Orion Portfolio Solutions’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $55.7M | Buy |
104,638
+5,049
| +5% | +$2.69M | 0.55% | 23 |
|
|
2024
Q4 | $45.1M | Buy |
99,589
+4,939
| +5% | +$2.24M | 0.45% | 38 |
|
|
2024
Q3 | $43.6M | Buy |
94,650
+4,592
| +5% | +$2.11M | 0.43% | 36 |
|
|
2024
Q2 | $36.6M | Sell |
90,058
-2,108
| -2% | -$858K | 0.39% | 43 |
|
|
2024
Q1 | $38.8M | Sell |
92,166
-2,581
| -3% | -$1.09M | 0.41% | 34 |
|
|
2023
Q4 | $34.9M | Sell |
94,747
-4,146
| -4% | -$1.53M | 0.41% | 41 |
|
|
2023
Q3 | $34.6M | Sell |
98,893
-2,014
| -2% | -$706K | 0.42% | 39 |
|
|
2023
Q2 | $34.4M | Buy |
100,907
+1,325
| +1% | +$452K | 0.37% | 43 |
|
|
2023
Q1 | $30.7M | Buy |
99,582
+65,067
| +189% | +$20.1M | 0.38% | 42 |
|
|
2022
Q4 | $10.7M | Buy |
34,515
+351
| +1% | +$108K | 0.37% | 41 |
|
|
2022
Q3 | $9.12M | Buy |
34,164
+2,580
| +8% | +$689K | 0.36% | 41 |
|
|
2022
Q2 | $8.62M | Sell |
31,584
-267
| -0.8% | -$72.9K | 0.35% | 46 |
|
|
2022
Q1 | $11.2M | Sell |
31,851
-178
| -0.6% | -$62.8K | 0.39% | 41 |
|
|
2021
Q4 | $9.58M | Buy |
32,029
+568
| +2% | +$170K | 0.32% | 55 |
|
|
2021
Q3 | $8.59M | Sell |
31,461
-43
| -0.1% | -$11.7K | 0.32% | 52 |
|
|
2021
Q2 | $8.76M | Buy |
31,504
+7,898
| +33% | +$2.2M | 0.34% | 51 |
|
|
2021
Q1 | $6.03M | Buy |
23,606
+977
| +4% | +$250K | 0.26% | 60 |
|
|
2020
Q4 | $5.25M | Sell |
22,629
-1,558
| -6% | -$361K | 0.24% | 68 |
|
|
2020
Q3 | $5.15M | Buy |
24,187
+1,271
| +6% | +$271K | 0.27% | 62 |
|
|
2020
Q2 | $4.09M | Buy |
22,916
+1,224
| +6% | +$219K | 0.22% | 70 |
|
|
2020
Q1 | $3.97M | Sell |
21,692
-2,466
| -10% | -$451K | 0.27% | 54 |
|
|
2019
Q4 | $5.47M | Buy |
+24,158
| New | +$5.47M | 0.43% | 49 |
|