AIA
Allied Investment Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
3,721
-77
| -2% | -$37.4K | 0.32% | 42 |
|
|
2025
Q1 | $2.02M | Hold |
3,798
| – | – | 0.38% | 39 |
|
|
2024
Q4 | $1.72M | Buy |
3,798
+750
| +25% | +$340K | 0.35% | 36 |
|
|
2024
Q3 | $1.4M | Buy |
3,048
+25
| +0.8% | +$11.5K | 0.28% | 37 |
|
|
2024
Q2 | $1.23M | Hold |
3,023
| – | – | 0.29% | 37 |
|
|
2024
Q1 | $1.27M | Buy |
3,023
+175
| +6% | +$73.6K | 0.31% | 36 |
|
|
2023
Q4 | $1.02M | Buy |
2,848
+28
| +1% | +$9.99K | 0.28% | 39 |
|
|
2023
Q3 | $988K | Hold |
2,820
| – | – | 0.3% | 39 |
|
|
2023
Q2 | $962K | Sell |
2,820
-9
| -0.3% | -$3.07K | 0.28% | 39 |
|
|
2023
Q1 | $874K | Hold |
2,829
| – | – | 0.27% | 39 |
|
|
2022
Q4 | $874K | Buy |
2,829
+59
| +2% | +$18.2K | 0.27% | 39 |
|
|
2022
Q3 | $740K | Sell |
2,770
-77
| -3% | -$20.6K | 0.28% | 38 |
|
|
2022
Q2 | $777K | Buy |
2,847
+77
| +3% | +$21K | 0.28% | 39 |
|
|
2022
Q1 | $978K | Hold |
2,770
| – | – | 0.32% | 38 |
|
|
2021
Q4 | $828K | Buy |
2,770
+18
| +0.7% | +$5.38K | 0.28% | 40 |
|
|
2021
Q3 | $751K | Sell |
2,752
-3
| -0.1% | -$819 | 0.28% | 39 |
|
|
2021
Q2 | $766K | Buy |
2,755
+72
| +3% | +$20K | 0.29% | 39 |
|
|
2021
Q1 | $685K | Buy |
2,683
+350
| +15% | +$89.4K | 0.29% | 39 |
|
|
2020
Q4 | $541K | Buy |
2,333
+92
| +4% | +$21.3K | 0.26% | 39 |
|
|
2020
Q3 | $477K | Buy |
2,241
+253
| +13% | +$53.9K | 0.26% | 40 |
|
|
2020
Q2 | $355K | Hold |
1,988
| – | – | 0.2% | 40 |
|
|
2020
Q1 | $363K | Hold |
1,988
| – | – | 0.26% | 38 |
|
|
2019
Q4 | $450K | Sell |
1,988
-24
| -1% | -$5.43K | 0.27% | 37 |
|
|
2019
Q3 | $419K | Buy |
2,012
+24
| +1% | +$5K | 0.27% | 37 |
|
|
2019
Q2 | $424K | Sell |
1,988
-50
| -2% | -$10.7K | 0.28% | 37 |
|
|
2019
Q1 | $409K | Hold |
2,038
| – | – | 0.28% | 37 |
|
|
2018
Q4 | $416K | Buy |
2,038
+17
| +0.8% | +$3.47K | 0.34% | 34 |
|
|
2018
Q3 | $433K | Buy |
2,021
+75
| +4% | +$16.1K | 0.32% | 32 |
|
|
2018
Q2 | $363K | Buy |
1,946
+100
| +5% | +$18.7K | 0.3% | 34 |
|
|
2018
Q1 | $368K | Buy |
1,846
+52
| +3% | +$10.4K | 0.3% | 36 |
|
|
2017
Q4 | $356K | Buy |
+1,794
| New | +$356K | 0.3% | 33 |
|