AIP
Ahrens Investment Partners’s Berkshire Hathaway Class B BRK.B Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $2.17M | Buy |
7,041
+1,636
| +30% | +$505K | 1.08% | 24 |
|
2022
Q4 | $1.67M | Sell |
5,405
-3,394
| -39% | -$1.05M | 0.76% | 38 |
|
2022
Q3 | $2.35M | Sell |
8,799
-2,554
| -22% | -$682K | 1.24% | 22 |
|
2022
Q2 | $3.1M | Buy |
11,353
+3,657
| +48% | +$999K | 1.37% | 17 |
|
2022
Q1 | $2.72M | Buy |
7,696
+3,620
| +89% | +$1.28M | 0.86% | 33 |
|
2021
Q4 | $1.22M | Buy |
4,076
+270
| +7% | +$80.7K | 0.54% | 39 |
|
2021
Q3 | $1.04M | Buy |
3,806
+2
| +0.1% | +$546 | 0.5% | 55 |
|
2021
Q2 | $1.06M | Buy |
3,804
+129
| +4% | +$35.8K | 0.49% | 51 |
|
2021
Q1 | $939K | Buy |
3,675
+40
| +1% | +$10.2K | 0.47% | 62 |
|
2020
Q4 | $843K | Sell |
3,635
-1,011
| -22% | -$234K | 0.45% | 61 |
|
2020
Q3 | $989K | Sell |
4,646
-363
| -7% | -$77.3K | 0.66% | 36 |
|
2020
Q2 | $894K | Sell |
5,009
-1,174
| -19% | -$210K | 0.54% | 45 |
|
2020
Q1 | $1.13M | Sell |
6,183
-69
| -1% | -$12.6K | 0.81% | 35 |
|
2019
Q4 | $1.42M | Buy |
6,252
+415
| +7% | +$94K | 0.59% | 44 |
|
2019
Q3 | $1.21M | Sell |
5,837
-80
| -1% | -$16.6K | 0.54% | 45 |
|
2019
Q2 | $1.26M | Sell |
5,917
-785
| -12% | -$167K | 0.57% | 40 |
|
2019
Q1 | $1.35M | Sell |
6,702
-4,127
| -38% | -$829K | 0.61% | 39 |
|
2018
Q4 | $2.21M | Buy |
10,829
+1,837
| +20% | +$375K | 1.03% | 28 |
|
2018
Q3 | $1.93M | Sell |
8,992
-276
| -3% | -$59.1K | 0.72% | 38 |
|
2018
Q2 | $1.73M | Sell |
9,268
-1,230
| -12% | -$230K | 0.72% | 35 |
|
2018
Q1 | $2.09M | Buy |
10,498
+3,700
| +54% | +$738K | 0.9% | 30 |
|
2017
Q4 | $1.35M | Buy |
6,798
+485
| +8% | +$96.1K | 0.55% | 44 |
|
2017
Q3 | $1.16M | Buy |
6,313
+217
| +4% | +$39.8K | 0.49% | 47 |
|
2017
Q2 | $1.03M | Buy |
6,096
+4,425
| +265% | +$749K | 0.44% | 48 |
|
2017
Q1 | $279K | Buy |
+1,671
| New | +$279K | 0.13% | 101 |
|