Running Point Capital 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 | $521K | Sell |
1,072
-294
| -22% | -$143K | 0.14% | 79 |
|
|
2025
Q1 | $728K | Buy |
1,366
+22
| +2% | +$11.7K | 0.23% | 62 |
|
|
2024
Q4 | $609K | Buy |
1,344
+259
| +24% | +$117K | 0.21% | 59 |
|
|
2024
Q3 | $499K | Hold |
1,085
| – | – | 0.19% | 62 |
|
|
2024
Q2 | $441K | Hold |
1,085
| – | – | 0.18% | 67 |
|
|
2024
Q1 | $456K | Sell |
1,085
-187
| -15% | -$78.6K | 0.2% | 65 |
|
|
2023
Q4 | $454K | Buy |
1,272
+300
| +31% | +$107K | 0.22% | 63 |
|
|
2023
Q3 | $340K | Hold |
972
| – | – | 0.2% | 71 |
|
|
2023
Q2 | $331K | Buy |
972
+5
| +0.5% | +$1.71K | 0.19% | 71 |
|
|
2023
Q1 | $299K | Hold |
967
| – | – | 0.18% | 72 |
|
|
2022
Q4 | $299K | Buy |
+967
| New | +$299K | 0.18% | 69 |
|
|
2021
Q4 | – | Sell |
-5,275
| Closed | -$1.44M | – | 122 |
|
|
2021
Q3 | $1.44M | Sell |
5,275
-16
| -0.3% | -$4.37K | 0.64% | 31 |
|
|
2021
Q2 | $1.47M | Buy |
5,291
+45
| +0.9% | +$12.5K | 0.67% | 31 |
|
|
2021
Q1 | $1.34M | Buy |
5,246
+72
| +1% | +$18.4K | 0.74% | 27 |
|
|
2020
Q4 | $1.2M | Buy |
+5,174
| New | +$1.2M | 0.7% | 33 |
|