Tacita Capital’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 | $1.76M | Hold |
3,628
| – | – | 1.13% | 31 |
|
|
2025
Q1 | $1.93M | Hold |
3,628
| – | – | 1.39% | 27 |
|
|
2024
Q4 | $1.64M | Sell |
3,628
-150
| -4% | -$68K | 1.17% | 29 |
|
|
2024
Q3 | $1.74M | Sell |
3,778
-160
| -4% | -$73.6K | 1.13% | 29 |
|
|
2024
Q2 | $1.6M | Hold |
3,938
| – | – | 1.13% | 28 |
|
|
2024
Q1 | $1.66M | Hold |
3,938
| – | – | 1.15% | 29 |
|
|
2023
Q4 | $1.4M | Hold |
3,938
| – | – | 1.04% | 31 |
|
|
2023
Q3 | $1.38M | Buy |
3,938
+870
| +28% | +$305K | 1.08% | 27 |
|
|
2023
Q2 | $1.05M | Hold |
3,068
| – | – | 0.77% | 35 |
|
|
2023
Q1 | $947K | Hold |
3,068
| – | – | 0.71% | 37 |
|
|
2022
Q4 | $948K | Hold |
3,068
| – | – | 0.71% | 36 |
|
|
2022
Q3 | $819K | Hold |
3,068
| – | – | 0.63% | 37 |
|
|
2022
Q2 | $838K | Sell |
3,068
-124
| -4% | -$33.9K | 0.58% | 39 |
|
|
2022
Q1 | $1.13M | Buy |
3,192
+600
| +23% | +$212K | 0.65% | 37 |
|
|
2021
Q4 | $775K | Sell |
2,592
-160
| -6% | -$47.8K | 0.44% | 43 |
|
|
2021
Q3 | $751K | Sell |
2,752
-73
| -3% | -$19.9K | 0.46% | 42 |
|
|
2021
Q2 | $785K | Sell |
2,825
-275
| -9% | -$76.4K | 0.47% | 42 |
|
|
2021
Q1 | $792K | Buy |
3,100
+781
| +34% | +$200K | 0.51% | 41 |
|
|
2020
Q4 | $538K | Buy |
+2,319
| New | +$538K | 0.35% | 53 |
|