Texas Capital Bank Wealth Management Services’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 | $1.55M | Buy |
3,188
+228
| +8% | +$111K | 0.14% | 73 |
|
2025
Q1 | $1.58M | Buy |
2,960
+1,248
| +73% | +$665K | 0.16% | 68 |
|
2024
Q4 | $776K | Buy |
1,712
+107
| +7% | +$48.5K | 0.08% | 86 |
|
2024
Q3 | $739K | Buy |
1,605
+32
| +2% | +$14.7K | 0.07% | 91 |
|
2024
Q2 | $640K | Buy |
1,573
+102
| +7% | +$41.5K | 0.07% | 104 |
|
2024
Q1 | $619K | Buy |
1,471
+35
| +2% | +$14.7K | 0.07% | 103 |
|
2023
Q4 | $512K | Sell |
1,436
-11
| -0.8% | -$3.92K | 0.06% | 114 |
|
2023
Q3 | $507K | Sell |
1,447
-158
| -10% | -$55.3K | 0.06% | 121 |
|
2023
Q2 | $547K | Sell |
1,605
-1
| -0.1% | -$341 | 0.06% | 117 |
|
2023
Q1 | $496K | Buy |
1,606
+879
| +121% | +$271K | 0.06% | 117 |
|
2022
Q4 | $225K | Buy |
+727
| New | +$225K | 0.03% | 151 |
|
2022
Q2 | – | Sell |
-644
| Closed | -$227K | – | 152 |
|
2022
Q1 | $227K | Buy |
+644
| New | +$227K | 0.02% | 158 |
|