Affiance Financial’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 | $1.8M | Sell |
3,696
-313
| -8% | -$152K | 0.36% | 34 |
|
2025
Q1 | $2.14M | Sell |
4,009
-77
| -2% | -$41K | 0.5% | 29 |
|
2024
Q4 | $1.85M | Buy |
4,086
+17
| +0.4% | +$7.71K | 0.44% | 34 |
|
2024
Q3 | $1.87M | Sell |
4,069
-12
| -0.3% | -$5.52K | 0.45% | 33 |
|
2024
Q2 | $1.66M | Buy |
4,081
+245
| +6% | +$99.7K | 0.43% | 36 |
|
2024
Q1 | $1.61M | Buy |
3,836
+280
| +8% | +$118K | 0.44% | 35 |
|
2023
Q4 | $1.27M | Buy |
3,556
+126
| +4% | +$44.9K | 0.37% | 41 |
|
2023
Q3 | $1.2M | Buy |
3,430
+83
| +2% | +$29.1K | 0.61% | 37 |
|
2023
Q2 | $1.14M | Buy |
3,347
+73
| +2% | +$24.9K | 0.56% | 41 |
|
2023
Q1 | $1.01M | Buy |
3,274
+11
| +0.3% | +$3.4K | 0.54% | 41 |
|
2022
Q4 | $1.01M | Buy |
3,263
+163
| +5% | +$50.4K | 0.41% | 42 |
|
2022
Q3 | $828K | Buy |
3,100
+16
| +0.5% | +$4.27K | 0.47% | 32 |
|
2022
Q2 | $842K | Buy |
3,084
+148
| +5% | +$40.4K | 0.45% | 36 |
|
2022
Q1 | $1.04M | Sell |
2,936
-40
| -1% | -$14.1K | 0.5% | 33 |
|
2021
Q4 | $890K | Sell |
2,976
-197
| -6% | -$58.9K | 0.37% | 43 |
|
2021
Q3 | $866K | Hold |
3,173
| – | – | 0.38% | 46 |
|
2021
Q2 | $882K | Sell |
3,173
-77
| -2% | -$21.4K | 0.37% | 46 |
|
2021
Q1 | $830K | Sell |
3,250
-151
| -4% | -$38.6K | 0.37% | 45 |
|
2020
Q4 | $789K | Sell |
3,401
-8
| -0.2% | -$1.86K | 0.41% | 42 |
|
2020
Q3 | $726K | Hold |
3,409
| – | – | 0.42% | 42 |
|
2020
Q2 | $609K | Buy |
3,409
+175
| +5% | +$31.3K | 0.33% | 44 |
|
2020
Q1 | $591K | Buy |
3,234
+73
| +2% | +$13.3K | 0.41% | 41 |
|
2019
Q4 | $716K | Sell |
3,161
-50
| -2% | -$11.3K | 0.39% | 42 |
|
2019
Q3 | $668K | Sell |
3,211
-421
| -12% | -$87.6K | 0.41% | 45 |
|
2019
Q2 | $774K | Hold |
3,632
| – | – | 0.47% | 43 |
|
2019
Q1 | $730K | Sell |
3,632
-149
| -4% | -$29.9K | 0.46% | 43 |
|
2018
Q4 | $772K | Sell |
3,781
-202
| -5% | -$41.2K | 0.51% | 42 |
|
2018
Q3 | $853K | Buy |
3,983
+199
| +5% | +$42.6K | 0.56% | 36 |
|
2018
Q2 | $706K | Buy |
3,784
+836
| +28% | +$156K | 0.54% | 39 |
|
2018
Q1 | $588K | Hold |
2,948
| – | – | 0.52% | 37 |
|
2017
Q4 | $584K | Hold |
2,948
| – | – | 0.43% | 40 |
|
2017
Q3 | $540K | Hold |
2,948
| – | – | 0.43% | 40 |
|
2017
Q2 | $499K | Buy |
2,948
+609
| +26% | +$103K | 0.4% | 40 |
|
2017
Q1 | $390K | Hold |
2,339
| – | – | 0.3% | 50 |
|
2016
Q4 | $381K | Hold |
2,339
| – | – | 0.31% | 58 |
|
2016
Q3 | $338K | Hold |
2,339
| – | – | 0.27% | 59 |
|
2016
Q2 | $339K | Buy |
2,339
+84
| +4% | +$12.2K | 0.29% | 60 |
|
2016
Q1 | $320K | Hold |
2,255
| – | – | 0.31% | 64 |
|
2015
Q4 | $298K | Hold |
2,255
| – | – | 0.31% | 62 |
|
2015
Q3 | $294K | Hold |
2,255
| – | – | 0.37% | 60 |
|
2015
Q2 | $307K | Buy |
2,255
+222
| +11% | +$30.2K | 0.39% | 67 |
|
2015
Q1 | $293K | Hold |
2,033
| – | – | 0.45% | 67 |
|
2014
Q4 | $305K | Buy |
+2,033
| New | +$305K | 0.54% | 55 |
|