Seven Post Investment Office’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 | $2.4M | Sell |
4,950
-556
| -10% | -$270K | 0.91% | 17 |
|
|
2025
Q1 | $2.93M | Sell |
5,506
-130
| -2% | -$69.2K | 1.12% | 14 |
|
|
2024
Q4 | $2.55M | Sell |
5,636
-230
| -4% | -$104K | 0.98% | 16 |
|
|
2024
Q3 | $2.7M | Buy |
5,866
+28
| +0.5% | +$12.9K | 0.41% | 23 |
|
|
2024
Q2 | $2.37M | Buy |
5,838
+1,659
| +40% | +$675K | 0.44% | 22 |
|
|
2024
Q1 | $1.76M | Buy |
4,179
+11
| +0.3% | +$4.63K | 0.43% | 25 |
|
|
2023
Q4 | $1.49M | Sell |
4,168
-279
| -6% | -$99.5K | 0.37% | 25 |
|
|
2023
Q3 | $1.56M | Buy |
4,447
+38
| +0.9% | +$13.3K | 0.43% | 24 |
|
|
2023
Q2 | $1.5M | Sell |
4,409
-175
| -4% | -$59.7K | 0.46% | 22 |
|
|
2023
Q1 | $1.42M | Buy |
4,584
+281
| +7% | +$86.8K | 0.51% | 20 |
|
|
2022
Q4 | $1.33M | Buy |
+4,303
| New | +$1.33M | 0.47% | 22 |
|
|
2022
Q3 | – | Sell |
-1,328
| Closed | -$362K | – | 45 |
|
|
2022
Q2 | $362K | Hold |
1,328
| – | – | 0.13% | 37 |
|
|
2022
Q1 | $469K | Hold |
1,328
| – | – | 0.14% | 32 |
|
|
2021
Q4 | $397K | Buy |
1,328
+254
| +24% | +$75.9K | 0.11% | 36 |
|
|
2021
Q3 | $293K | Hold |
1,074
| – | – | 0.09% | 38 |
|
|
2021
Q2 | $299K | Buy |
+1,074
| New | +$299K | 0.09% | 43 |
|