Wright Investors Service’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 | $1.72M | Buy |
3,535
+440
| +14% | +$214K | 0.52% | 53 |
|
|
2025
Q1 | $1.65M | Buy |
+3,095
| New | +$1.65M | 0.54% | 50 |
|
|
2020
Q2 | – | Sell |
-5,932
| Closed | -$1.08M | – | 145 |
|
|
2020
Q1 | $1.08M | Buy |
5,932
+1,446
| +32% | +$264K | 0.47% | 64 |
|
|
2019
Q4 | $1.02M | Sell |
4,486
-44
| -1% | -$9.97K | 0.35% | 84 |
|
|
2019
Q3 | $942K | Buy |
+4,530
| New | +$942K | 0.34% | 79 |
|
|
2018
Q3 | – | Sell |
-3,269
| Closed | -$610K | – | 147 |
|
|
2018
Q2 | $610K | Sell |
3,269
-6,120
| -65% | -$1.14M | 0.24% | 100 |
|
|
2018
Q1 | $1.87M | Buy |
9,389
+1,832
| +24% | +$365K | 0.64% | 48 |
|
|
2017
Q4 | $1.5M | Buy |
7,557
+22
| +0.3% | +$4.36K | 0.5% | 56 |
|
|
2017
Q3 | $1.38M | Buy |
7,535
+120
| +2% | +$22K | 0.5% | 53 |
|
|
2017
Q2 | $1.26M | Buy |
7,415
+920
| +14% | +$156K | 0.47% | 53 |
|
|
2017
Q1 | $1.08M | Buy |
6,495
+2,205
| +51% | +$368K | 0.44% | 64 |
|
|
2016
Q4 | $699K | Buy |
4,290
+1,865
| +77% | +$304K | 0.3% | 108 |
|
|
2016
Q3 | $350K | Buy |
+2,425
| New | +$350K | 0.15% | 170 |
|