Proficio Capital Partners’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 | $8.99M | Buy |
18,507
+1,092
| +6% | +$530K | 0.56% | 40 |
|
|
2025
Q1 | $9.28M | Sell |
17,415
-822
| -5% | -$438K | 0.72% | 29 |
|
|
2024
Q4 | $8.27M | Buy |
18,237
+2,529
| +16% | +$1.15M | 0.67% | 28 |
|
|
2024
Q3 | $7.23M | Sell |
15,708
-2,175
| -12% | -$1M | 0.72% | 27 |
|
|
2024
Q2 | $7.27M | Buy |
17,883
+1,104
| +7% | +$449K | 0.76% | 22 |
|
|
2024
Q1 | $7.06M | Buy |
16,779
+1,395
| +9% | +$587K | 0.78% | 29 |
|
|
2023
Q4 | $5.49M | Buy |
15,384
+451
| +3% | +$161K | 0.68% | 27 |
|
|
2023
Q3 | $5.23M | Buy |
14,933
+197
| +1% | +$69K | 0.7% | 26 |
|
|
2023
Q2 | $5.03M | Buy |
14,736
+329
| +2% | +$112K | 0.68% | 26 |
|
|
2023
Q1 | $4.45M | Buy |
14,407
+112
| +0.8% | +$34.6K | 0.71% | 25 |
|
|
2022
Q4 | $4.42M | Buy |
14,295
+202
| +1% | +$62.5K | 0.84% | 18 |
|
|
2022
Q3 | $3.77M | Sell |
14,093
-716
| -5% | -$191K | 0.69% | 25 |
|
|
2022
Q2 | $4.04M | Buy |
14,809
+39
| +0.3% | +$10.6K | 0.76% | 26 |
|
|
2022
Q1 | $5.21M | Sell |
14,770
-546
| -4% | -$193K | 0.78% | 27 |
|
|
2021
Q4 | $4.58M | Sell |
15,316
-57
| -0.4% | -$17K | 0.64% | 33 |
|
|
2021
Q3 | $4.2M | Buy |
15,373
+439
| +3% | +$120K | 0.55% | 42 |
|
|
2021
Q2 | $4.15M | Buy |
14,934
+546
| +4% | +$152K | 0.51% | 44 |
|
|
2021
Q1 | $3.68M | Buy |
14,388
+1,560
| +12% | +$399K | 0.48% | 42 |
|
|
2020
Q4 | $2.97M | Buy |
12,828
+65
| +0.5% | +$15.1K | 0.47% | 40 |
|
|
2020
Q3 | $2.69M | Buy |
12,763
+46
| +0.4% | +$9.7K | 0.48% | 35 |
|
|
2020
Q2 | $2.27M | Sell |
12,717
-1,033
| -8% | -$184K | 0.46% | 34 |
|
|
2020
Q1 | $2.41M | Buy |
13,750
+2,074
| +18% | +$363K | 0.6% | 32 |
|
|
2019
Q4 | $2.65M | Buy |
11,676
+675
| +6% | +$153K | 0.76% | 30 |
|
|
2019
Q3 | $2.29M | Sell |
11,001
-107
| -1% | -$22.3K | 0.85% | 29 |
|
|
2019
Q2 | $2.37M | Buy |
11,108
+659
| +6% | +$140K | 0.81% | 26 |
|
|
2019
Q1 | $2.1M | Buy |
10,449
+205
| +2% | +$41.2K | 0.75% | 30 |
|
|
2018
Q4 | $2.09M | Buy |
10,244
+135
| +1% | +$27.6K | 0.93% | 24 |
|
|
2018
Q3 | $2.16M | Sell |
10,109
-42
| -0.4% | -$8.99K | 0.71% | 24 |
|
|
2018
Q2 | $1.9M | Buy |
10,151
+182
| +2% | +$34K | 0.78% | 30 |
|
|
2018
Q1 | $1.99M | Buy |
9,969
+90
| +0.9% | +$18K | 0.58% | 26 |
|
|
2017
Q4 | $1.96M | Buy |
9,879
+13
| +0.1% | +$2.58K | 0.63% | 30 |
|
|
2017
Q3 | $1.81M | Hold |
9,866
| – | – | 0.73% | 33 |
|
|
2017
Q2 | $1.76M | Buy |
9,866
+184
| +2% | +$32.7K | 0.73% | 32 |
|
|
2017
Q1 | $1.6M | Buy |
9,682
+489
| +5% | +$80.7K | 0.7% | 38 |
|
|
2016
Q4 | $1.5M | Buy |
9,193
+88
| +1% | +$14.3K | 0.64% | 35 |
|
|
2016
Q3 | $1.32M | Hold |
9,105
| – | – | 0.76% | 35 |
|
|
2016
Q2 | $1.32M | Buy |
9,105
+390
| +4% | +$56.3K | 0.82% | 32 |
|
|
2016
Q1 | $1.24M | Buy |
8,715
+25
| +0.3% | +$3.55K | 1.03% | 25 |
|
|
2015
Q4 | $1.15M | Buy |
+8,690
| New | +$1.15M | 1.13% | 26 |
|