Sunesis 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
Q1 | $1.29M | Hold |
2,424
| – | – | 0.7% | 21 |
|
|
2024
Q4 | $1.1M | Hold |
2,424
| – | – | 0.67% | 22 |
|
|
2024
Q3 | $1.12M | Sell |
2,424
-366
| -13% | -$168K | 0.67% | 22 |
|
|
2024
Q2 | $1.13M | Sell |
2,790
-84
| -3% | -$34.2K | 0.67% | 23 |
|
|
2024
Q1 | $1.21M | Buy |
2,874
+15
| +0.5% | +$6.31K | 0.71% | 23 |
|
|
2023
Q4 | $1.02M | Hold |
2,859
| – | – | 0.62% | 28 |
|
|
2023
Q3 | $1M | Buy |
+2,859
| New | +$1M | 0.71% | 23 |
|
|
2023
Q1 | $929K | Sell |
3,009
-11
| -0.4% | -$3.4K | 0.67% | 26 |
|
|
2022
Q4 | $933K | Sell |
3,020
-25
| -0.8% | -$7.72K | 0.6% | 29 |
|
|
2022
Q3 | $813K | Hold |
3,045
| – | – | 0.56% | 29 |
|
|
2022
Q2 | $831K | Sell |
3,045
-313
| -9% | -$85.4K | 0.54% | 31 |
|
|
2022
Q1 | $1.19M | Sell |
3,358
-97
| -3% | -$34.2K | 0.69% | 27 |
|
|
2021
Q4 | $1.03M | Hold |
3,455
| – | – | 0.76% | 23 |
|
|
2021
Q3 | $943K | Hold |
3,455
| – | – | 0.73% | 22 |
|
|
2021
Q2 | $960K | Sell |
3,455
-27
| -0.8% | -$7.5K | 0.73% | 20 |
|
|
2021
Q1 | $890K | Hold |
3,482
| – | – | 0.71% | 21 |
|
|
2020
Q4 | $807K | Hold |
3,482
| – | – | 0.65% | 20 |
|
|
2020
Q3 | $741K | Hold |
3,482
| – | – | 0.66% | 21 |
|
|
2020
Q2 | $622K | Hold |
3,482
| – | – | 0.57% | 22 |
|
|
2020
Q1 | $637K | Buy |
3,482
+25
| +0.7% | +$4.57K | 0.64% | 23 |
|
|
2019
Q4 | $783K | Hold |
3,457
| – | – | 0.71% | 21 |
|
|
2019
Q3 | $719K | Hold |
3,457
| – | – | 0.75% | 21 |
|
|
2019
Q2 | $737K | Hold |
3,457
| – | – | 0.79% | 21 |
|
|
2019
Q1 | $694K | Sell |
3,457
-123
| -3% | -$24.7K | 0.7% | 22 |
|
|
2018
Q4 | $731K | Hold |
3,580
| – | – | 0.8% | 20 |
|
|
2018
Q3 | $767K | Hold |
3,580
| – | – | 0.77% | 21 |
|
|
2018
Q2 | $668K | Buy |
+3,580
| New | +$668K | 0.82% | 17 |
|