Berkshire Hathaway (BRK.B) Historical Drawdown & Tax Analysis

An overview of major historical price declines since IPO, their equivalent impact based on Annual Rate of Return (ARR), and relevant US/California tax considerations for CA Residents.

Last Updated: 5/5/2025

Historical Price Chart (Adjusted Close)
BRK.B price since IPO, highlighting major drawdown periods.

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Top 5 Historical Drawdowns Analysis
Details of the largest percentage drawdowns since IPO and their equivalent asset impact.

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Capital Gains Tax Implications for California Residents (2024/2025 Estimates)

Summary of Capital Gains Tax Rules (CA Residents, 2024/2025 Estimates)

Federal Capital Gains Tax

  • Short-Term Gains (Held ≤ 1 year): Taxed at your ordinary income tax rate (10% to 37% for 2024).
  • Long-Term Gains (Held > 1 year): Taxed at preferential rates (0%, 15%, or 20% for 2024), depending on your taxable income and filing status.
  • Net Investment Income Tax (NIIT): An additional 3.8% tax may apply to investment income (including capital gains) if your Modified Adjusted Gross Income (MAGI) exceeds certain thresholds (e.g., $200k for Single, $250k for Married Filing Jointly).

California Capital Gains Tax

  • No Distinction: California does not differentiate between short-term and long-term capital gains for tax rate purposes.
  • Taxed as Ordinary Income: All capital gains are treated as ordinary income and taxed at California's standard income tax rates.
  • CA Income Tax Rates: Rates are progressive, ranging from 1% to 13.3% for 2024, based on your taxable income.

Capital Losses

  • Losses can offset gains.
  • Up to $3,000 ($1,500 if married filing separately) of net capital losses per year can offset other types of income (like wages).
  • Unused losses can be carried forward to future years.

Note: Tax laws and rates are subject to change. This is a simplified summary. Consult a tax professional for advice specific to your situation.

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