Zevin Asset 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
Q2 | $425K | Hold |
874
| – | – | 0.06% | 59 |
|
|
2025
Q1 | $465K | Sell |
874
-43
| -5% | -$22.9K | 0.07% | 53 |
|
|
2024
Q4 | $416K | Buy |
917
+3
| +0.3% | +$1.36K | 0.06% | 58 |
|
|
2024
Q3 | $421K | Hold |
914
| – | – | 0.07% | 57 |
|
|
2024
Q2 | $372K | Hold |
914
| – | – | 0.06% | 59 |
|
|
2024
Q1 | $384K | Sell |
914
-91
| -9% | -$38.2K | 0.06% | 61 |
|
|
2023
Q4 | $358K | Buy |
1,005
+91
| +10% | +$32.4K | 0.06% | 67 |
|
|
2023
Q3 | $320K | Buy |
914
+61
| +7% | +$21.4K | 0.06% | 67 |
|
|
2023
Q2 | $291K | Hold |
853
| – | – | 0.06% | 60 |
|
|
2023
Q1 | $263K | Sell |
853
-60
| -7% | -$18.5K | 0.05% | 64 |
|
|
2022
Q4 | $282K | Buy |
913
+60
| +7% | +$18.5K | 0.06% | 62 |
|
|
2022
Q3 | $228K | Hold |
853
| – | – | 0.05% | 64 |
|
|
2022
Q2 | $233K | Hold |
853
| – | – | 0.05% | 69 |
|
|
2022
Q1 | $301K | Sell |
853
-140
| -14% | -$49.4K | 0.06% | 71 |
|
|
2021
Q4 | $297K | Sell |
993
-180
| -15% | -$53.8K | 0.05% | 77 |
|
|
2021
Q3 | $320K | Sell |
1,173
-120
| -9% | -$32.7K | 0.06% | 74 |
|
|
2021
Q2 | $359K | Hold |
1,293
| – | – | 0.07% | 71 |
|
|
2021
Q1 | $330K | Sell |
1,293
-40
| -3% | -$10.2K | 0.07% | 70 |
|
|
2020
Q4 | $309K | Sell |
1,333
-75
| -5% | -$17.4K | 0.07% | 71 |
|
|
2020
Q3 | $300K | Buy |
1,408
+75
| +6% | +$16K | 0.08% | 68 |
|
|
2020
Q2 | $238K | Buy |
1,333
+100
| +8% | +$17.9K | 0.07% | 72 |
|
|
2020
Q1 | $225K | Buy |
+1,233
| New | +$225K | 0.08% | 70 |
|
|
2018
Q2 | – | Sell |
-1,070
| Closed | -$213K | – | 110 |
|
|
2018
Q1 | $213K | Hold |
1,070
| – | – | 0.06% | 111 |
|
|
2017
Q4 | $212K | Buy |
+1,070
| New | +$212K | 0.05% | 124 |
|
|
2017
Q2 | – | Sell |
-1,209
| Closed | -$202K | – | 122 |
|
|
2017
Q1 | $202K | Sell |
1,209
-831
| -41% | -$139K | 0.05% | 110 |
|
|
2016
Q4 | $332K | Buy |
+2,040
| New | +$332K | 0.09% | 95 |
|
|
2016
Q3 | – | Sell |
-2,040
| Closed | -$295K | – | 115 |
|
|
2016
Q2 | $295K | Hold |
2,040
| – | – | 0.08% | 102 |
|
|
2016
Q1 | $289K | Hold |
2,040
| – | – | 0.08% | 102 |
|
|
2015
Q4 | $269K | Hold |
2,040
| – | – | 0.07% | 113 |
|
|
2015
Q3 | $266K | Sell |
2,040
-40
| -2% | -$5.22K | 0.08% | 116 |
|
|
2015
Q2 | $283K | Buy |
2,080
+121
| +6% | +$16.5K | 0.08% | 117 |
|
|
2015
Q1 | $283K | Hold |
1,959
| – | – | 0.08% | 114 |
|
|
2014
Q4 | $294K | Sell |
1,959
-2,750
| -58% | -$413K | 0.08% | 110 |
|
|
2014
Q3 | $651K | Hold |
4,709
| – | – | 0.19% | 77 |
|
|
2014
Q2 | $596K | Hold |
4,709
| – | – | 0.18% | 76 |
|
|
2014
Q1 | $588K | Hold |
4,709
| – | – | 0.19% | 71 |
|
|
2013
Q4 | $558K | Hold |
4,709
| – | – | 0.16% | 77 |
|
|
2013
Q3 | $535K | Hold |
4,709
| – | – | 0.16% | 75 |
|
|
2013
Q2 | $527K | Buy |
+4,709
| New | +$527K | 0.18% | 72 |
|