ARIS
Advanced Research Investment Solutions’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-703
| Closed | -$251K | – | 2 |
|
|
2023
Q4 | $251K | Buy |
703
+103
| +17% | +$36.7K | 0.16% | 26 |
|
|
2023
Q3 | $210K | Sell |
600
-2
| -0.3% | -$701 | 0.14% | 27 |
|
|
2023
Q2 | $205K | Buy |
+602
| New | +$205K | 0.12% | 32 |
|
|
2022
Q4 | – | Sell |
-614
| Closed | -$164K | – | 42 |
|
|
2022
Q3 | $164K | Buy |
614
+264
| +75% | +$70.5K | 0.1% | 31 |
|
|
2022
Q2 | $96K | Hold |
350
| – | – | 0.05% | 34 |
|
|
2022
Q1 | $124K | Hold |
350
| – | – | 0.05% | 49 |
|
|
2021
Q4 | $104K | Hold |
350
| – | – | 0.04% | 73 |
|
|
2021
Q3 | $95.5K | Hold |
350
| – | – | 0.05% | 51 |
|
|
2021
Q2 | $97K | Hold |
350
| – | – | 0.09% | 24 |
|
|
2021
Q1 | $89K | Hold |
350
| – | – | 0.1% | 20 |
|
|
2020
Q4 | $81K | Buy |
350
+300
| +600% | +$69.4K | 0.12% | 16 |
|
|
2020
Q3 | $11K | Hold |
50
| – | – | 0.02% | 20 |
|
|
2020
Q2 | $8.93K | Hold |
50
| – | – | 0.02% | 20 |
|
|
2020
Q1 | $9.14K | Hold |
50
| – | – | 0.03% | 17 |
|
|
2019
Q4 | $11.3K | Buy |
+50
| New | +$11.3K | 0.09% | 17 |
|