AIMZ Investment Advisors’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 | $5.18M | Sell |
10,658
-135
| -1% | -$65.6K | 1.73% | 15 |
|
2025
Q1 | $5.75M | Sell |
10,793
-84
| -0.8% | -$44.7K | 2.01% | 10 |
|
2024
Q4 | $4.93M | Hold |
10,877
| – | – | 1.71% | 16 |
|
2024
Q3 | $5.01M | Sell |
10,877
-50
| -0.5% | -$23K | 1.71% | 15 |
|
2024
Q2 | $4.45M | Sell |
10,927
-160
| -1% | -$65.1K | 1.59% | 16 |
|
2024
Q1 | $4.66M | Sell |
11,087
-310
| -3% | -$130K | 1.74% | 15 |
|
2023
Q4 | $4.06M | Sell |
11,397
-100
| -0.9% | -$35.7K | 1.65% | 15 |
|
2023
Q3 | $4.03M | Sell |
11,497
-90
| -0.8% | -$31.5K | 1.79% | 14 |
|
2023
Q2 | $3.95M | Sell |
11,587
-75
| -0.6% | -$25.6K | 1.7% | 15 |
|
2023
Q1 | $3.6M | Sell |
11,662
-135
| -1% | -$41.7K | 1.61% | 17 |
|
2022
Q4 | $3.64M | Sell |
11,797
-16
| -0.1% | -$4.94K | 1.72% | 18 |
|
2022
Q3 | $3.15M | Sell |
11,813
-50
| -0.4% | -$13.4K | 1.6% | 20 |
|
2022
Q2 | $3.24M | Sell |
11,863
-66
| -0.6% | -$18K | 1.55% | 20 |
|
2022
Q1 | $4.21M | Sell |
11,929
-35
| -0.3% | -$12.4K | 1.73% | 15 |
|
2021
Q4 | $3.58M | Hold |
11,964
| – | – | 1.39% | 22 |
|
2021
Q3 | $3.27M | Sell |
11,964
-65
| -0.5% | -$17.7K | 1.47% | 18 |
|
2021
Q2 | $3.34M | Hold |
12,029
| – | – | 1.5% | 21 |
|
2021
Q1 | $3.07M | Hold |
12,029
| – | – | 1.5% | 22 |
|
2020
Q4 | $2.79M | Sell |
12,029
-200
| -2% | -$46.4K | 1.46% | 22 |
|
2020
Q3 | $2.6M | Sell |
12,229
-25
| -0.2% | -$5.32K | 1.56% | 22 |
|
2020
Q2 | $2.19M | Hold |
12,254
| – | – | 1.42% | 28 |
|
2020
Q1 | $2.24M | Buy |
+12,254
| New | +$2.24M | 1.74% | 20 |
|