Towercrest Capital Management’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 | – | Sell |
-512
| Closed | -$232K | – | 90 |
|
2024
Q4 | $232K | Hold |
512
| – | – | 0.04% | 94 |
|
2024
Q3 | $236K | Hold |
512
| – | – | 0.04% | 95 |
|
2024
Q2 | $208K | Hold |
512
| – | – | 0.03% | 106 |
|
2024
Q1 | $215K | Buy |
+512
| New | +$215K | 0.04% | 105 |
|
2021
Q2 | – | Sell |
-2,229
| Closed | -$569K | – | 89 |
|
2021
Q1 | $569K | Sell |
2,229
-30
| -1% | -$7.66K | 0.12% | 52 |
|
2020
Q4 | $524K | Sell |
2,259
-470
| -17% | -$109K | 0.12% | 52 |
|
2020
Q3 | $581K | Sell |
2,729
-700
| -20% | -$149K | 0.14% | 50 |
|
2020
Q2 | $612K | Buy |
3,429
+1,578
| +85% | +$282K | 0.16% | 50 |
|
2020
Q1 | $338K | Sell |
1,851
-1,164
| -39% | -$213K | 0.1% | 60 |
|
2019
Q4 | $683K | Buy |
+3,015
| New | +$683K | 0.17% | 50 |
|
2019
Q2 | – | Sell |
-1,629
| Closed | -$327K | – | 75 |
|
2019
Q1 | $327K | Sell |
1,629
-362
| -18% | -$72.7K | 0.09% | 54 |
|
2018
Q4 | $407K | Buy |
+1,991
| New | +$407K | 0.13% | 53 |
|