Adell Harriman & Carpenter’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 | $712K | Sell |
1,465
-32
| -2% | -$15.5K | 0.05% | 112 |
|
|
2025
Q1 | $797K | Buy |
1,497
+262
| +21% | +$140K | 0.06% | 105 |
|
|
2024
Q4 | $560K | Buy |
1,235
+93
| +8% | +$42.2K | 0.04% | 115 |
|
|
2024
Q3 | $526K | Sell |
1,142
-305
| -21% | -$140K | 0.04% | 122 |
|
|
2024
Q2 | $589K | Sell |
1,447
-80
| -5% | -$32.6K | 0.05% | 115 |
|
|
2024
Q1 | $642K | Buy |
1,527
+170
| +13% | +$71.5K | 0.05% | 113 |
|
|
2023
Q4 | $484K | Sell |
1,357
-53
| -4% | -$18.9K | 0.04% | 118 |
|
|
2023
Q3 | $494K | Hold |
1,410
| – | – | 0.05% | 120 |
|
|
2023
Q2 | $482K | Sell |
1,410
-391
| -22% | -$134K | 0.05% | 125 |
|
|
2023
Q1 | $556K | Buy |
1,801
+67
| +4% | +$20.7K | 0.06% | 125 |
|
|
2022
Q4 | $536K | Sell |
1,734
-55
| -3% | -$17K | 0.06% | 121 |
|
|
2022
Q3 | $478K | Buy |
1,789
+300
| +20% | +$80.1K | 0.06% | 125 |
|
|
2022
Q2 | $407K | Sell |
1,489
-35
| -2% | -$9.56K | 0.05% | 112 |
|
|
2022
Q1 | $538K | Sell |
1,524
-50
| -3% | -$17.6K | 0.05% | 127 |
|
|
2021
Q4 | $471K | Buy |
1,574
+62
| +4% | +$18.5K | 0.04% | 140 |
|
|
2021
Q3 | $413K | Hold |
1,512
| – | – | 0.04% | 138 |
|
|
2021
Q2 | $420K | Sell |
1,512
-175
| -10% | -$48.6K | 0.04% | 132 |
|
|
2021
Q1 | $431K | Sell |
1,687
-1,131
| -40% | -$289K | 0.05% | 123 |
|
|
2020
Q4 | $653K | Buy |
2,818
+100
| +4% | +$23.2K | 0.09% | 106 |
|
|
2020
Q3 | $579K | Buy |
+2,718
| New | +$579K | 0.09% | 107 |
|
|
2017
Q4 | – | Sell |
-1,149
| Closed | -$211K | – | 146 |
|
|
2017
Q3 | $211K | Buy |
+1,149
| New | +$211K | 0.05% | 135 |
|