Private Client 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 | $1.64M | Buy |
3,374
+976
| +41% | +$474K | 0.64% | 43 |
|
|
2025
Q1 | $1.28M | Buy |
2,398
+70
| +3% | +$37.3K | 0.63% | 43 |
|
|
2024
Q4 | $1.06M | Hold |
2,328
| – | – | 0.57% | 49 |
|
|
2024
Q3 | $1.07M | Buy |
2,328
+220
| +10% | +$101K | 0.58% | 48 |
|
|
2024
Q2 | $858K | Buy |
2,108
+37
| +2% | +$15.1K | 0.54% | 52 |
|
|
2024
Q1 | $871K | Sell |
2,071
-199
| -9% | -$83.7K | 0.59% | 53 |
|
|
2023
Q4 | $810K | Buy |
+2,270
| New | +$810K | 0.66% | 43 |
|