SVB Wealth’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 | $13.4M | Sell |
27,563
-16,983
| -38% | -$8.25M | 0.72% | 29 |
|
|
2025
Q1 | $23.7M | Buy |
44,546
+419
| +0.9% | +$223K | 0.97% | 15 |
|
|
2024
Q4 | $20M | Buy |
+44,127
| New | +$20M | 0.37% | 35 |
|
|
2024
Q3 | – | Sell |
-35,249
| Closed | -$14.3M | – | 98 |
|
|
2024
Q2 | $14.3M | Sell |
35,249
-4,448
| -11% | -$1.81M | 0.35% | 64 |
|
|
2024
Q1 | $16.7M | Sell |
39,697
-1,616
| -4% | -$680K | 0.37% | 66 |
|
|
2023
Q4 | $14.7M | Sell |
41,313
-650
| -2% | -$232K | 0.36% | 72 |
|
|
2023
Q3 | $14.7M | Sell |
41,963
-4,839
| -10% | -$1.7M | 0.32% | 75 |
|
|
2023
Q2 | $16M | Sell |
46,802
-14,425
| -24% | -$4.92M | 0.29% | 78 |
|
|
2023
Q1 | $18.9M | Sell |
61,227
-1,485
| -2% | -$459K | 0.26% | 74 |
|
|
2022
Q4 | $19.4M | Sell |
62,712
-14,891
| -19% | -$4.6M | 0.26% | 76 |
|
|
2022
Q3 | $20.7M | Buy |
77,603
+29,593
| +62% | +$7.9M | 0.3% | 64 |
|
|
2022
Q2 | $13.1M | Sell |
48,010
-1,317
| -3% | -$360K | 0.2% | 87 |
|
|
2022
Q1 | $17.4M | Sell |
49,327
-4,902
| -9% | -$1.73M | 0.23% | 80 |
|
|
2021
Q4 | $16.2M | Sell |
54,229
-5,715
| -10% | -$1.71M | 0.27% | 87 |
|
|
2021
Q3 | $16.4M | Buy |
59,944
+409
| +0.7% | +$112K | 0.21% | 90 |
|
|
2021
Q2 | $16.5M | Sell |
59,535
-342
| -0.6% | -$95K | 0.21% | 91 |
|
|
2021
Q1 | $15.3M | Buy |
59,877
+427
| +0.7% | +$109K | 0.21% | 82 |
|
|
2020
Q4 | $13.8M | Buy |
59,450
+2,102
| +4% | +$487K | 0.2% | 89 |
|
|
2020
Q3 | $12.2M | Buy |
57,348
+4,722
| +9% | +$1.01M | 0.2% | 86 |
|
|
2020
Q2 | $9.39M | Sell |
52,626
-530
| -1% | -$94.6K | 0.17% | 94 |
|
|
2020
Q1 | $9.72M | Sell |
53,156
-708
| -1% | -$129K | 0.24% | 72 |
|
|
2019
Q4 | $12.2M | Buy |
53,864
+5,855
| +12% | +$1.33M | 0.22% | 82 |
|
|
2019
Q3 | $9.99M | Buy |
48,009
+1,668
| +4% | +$347K | 0.2% | 88 |
|
|
2019
Q2 | $9.88M | Sell |
46,341
-135
| -0.3% | -$28.8K | 0.33% | 84 |
|
|
2019
Q1 | $9.34M | Sell |
46,476
-7,674
| -14% | -$1.54M | 0.37% | 75 |
|
|
2018
Q4 | $11.1M | Buy |
54,150
+1,397
| +3% | +$285K | 0.47% | 67 |
|
|
2018
Q3 | $11.3M | Buy |
52,753
+983
| +2% | +$210K | 0.4% | 82 |
|
|
2018
Q2 | $9.66M | Buy |
51,770
+8,726
| +20% | +$1.63M | 0.37% | 82 |
|
|
2018
Q1 | $8.59M | Buy |
43,044
+808
| +2% | +$161K | 0.33% | 87 |
|
|
2017
Q4 | $8.37M | Buy |
42,236
+587
| +1% | +$116K | 0.32% | 89 |
|
|
2017
Q3 | $7.64M | Buy |
41,649
+1,855
| +5% | +$340K | 0.29% | 93 |
|
|
2017
Q2 | $6.74M | Sell |
39,794
-1,808
| -4% | -$306K | 0.26% | 98 |
|
|
2017
Q1 | $6.93M | Sell |
41,602
-520
| -1% | -$86.7K | 0.28% | 98 |
|
|
2016
Q4 | $6.87M | Sell |
42,122
-1,835
| -4% | -$299K | 0.28% | 99 |
|
|
2016
Q3 | $6.35M | Buy |
43,957
+1,076
| +3% | +$155K | 0.26% | 98 |
|
|
2016
Q2 | $6.21M | Buy |
42,881
+1,399
| +3% | +$203K | 0.25% | 103 |
|
|
2016
Q1 | $5.89M | Sell |
41,482
-224
| -0.5% | -$31.8K | 0.24% | 100 |
|
|
2015
Q4 | $5.51M | Sell |
41,706
-1,762
| -4% | -$233K | 0.22% | 111 |
|
|
2015
Q3 | $5.67M | Sell |
43,468
-5,781
| -12% | -$754K | 0.22% | 112 |
|
|
2015
Q2 | $6.7M | Sell |
49,249
-8,848
| -15% | -$1.2M | 0.22% | 114 |
|
|
2015
Q1 | $8.38M | Sell |
58,097
-665
| -1% | -$96K | 0.27% | 99 |
|
|
2014
Q4 | $8.82M | Buy |
+58,762
| New | +$8.82M | 0.29% | 97 |
|