Alera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.8M | Sell |
3,908
-37
| -0.9% | -$17K | 0.21% | 55 |
|
|
2024
Q2 | $1.6M | Buy |
3,945
+1,355
| +52% | +$551K | 0.19% | 58 |
|
|
2024
Q1 | $1.09M | Buy |
2,590
+232
| +10% | +$97.6K | 0.15% | 52 |
|
|
2023
Q4 | $841K | Buy |
2,358
+44
| +2% | +$15.7K | 0.11% | 73 |
|
|
2023
Q3 | $811K | Sell |
2,314
-14
| -0.6% | -$4.91K | 0.13% | 66 |
|
|
2023
Q2 | $794K | Hold |
2,328
| – | – | 0.17% | 76 |
|
|
2023
Q1 | $719K | Buy |
2,328
+28
| +1% | +$8.65K | 0.17% | 73 |
|
|
2022
Q4 | $711K | Sell |
2,300
-45
| -2% | -$13.9K | 0.17% | 74 |
|
|
2022
Q3 | $626K | Sell |
2,345
-37
| -2% | -$9.88K | 0.18% | 79 |
|
|
2022
Q2 | $650K | Sell |
2,382
-81
| -3% | -$22.1K | 0.18% | 80 |
|
|
2022
Q1 | $870K | Buy |
2,463
+1,211
| +97% | +$428K | 0.2% | 69 |
|
|
2021
Q4 | $374K | Sell |
1,252
-30
| -2% | -$8.96K | 0.1% | 64 |
|
|
2021
Q3 | $350K | Sell |
1,282
-10
| -0.8% | -$2.73K | 0.1% | 67 |
|
|
2021
Q2 | $359K | Buy |
1,292
+20
| +2% | +$5.56K | 0.11% | 66 |
|
|
2021
Q1 | $325K | Hold |
1,272
| – | – | 0.11% | 65 |
|
|
2020
Q4 | $295K | Buy |
1,272
+102
| +9% | +$23.7K | 0.1% | 63 |
|
|
2020
Q3 | $249K | Sell |
1,170
-639
| -35% | -$136K | 0.1% | 69 |
|
|
2020
Q2 | $323K | Sell |
1,809
-45
| -2% | -$8.04K | 0.17% | 50 |
|
|
2020
Q1 | $339K | Sell |
1,854
-25
| -1% | -$4.57K | 0.21% | 46 |
|
|
2019
Q4 | $426K | Sell |
1,879
-1,097
| -37% | -$249K | 0.19% | 39 |
|
|
2019
Q3 | $619K | Buy |
2,976
+100
| +3% | +$20.8K | 0.31% | 34 |
|
|
2019
Q2 | $613K | Buy |
2,876
+64
| +2% | +$13.6K | 0.31% | 34 |
|
|
2019
Q1 | $565K | Sell |
2,812
-368
| -12% | -$73.9K | 0.28% | 35 |
|
|
2018
Q4 | $649K | Buy |
+3,180
| New | +$649K | 0.4% | 37 |
|