AIFAIM
American Institute for Advanced Investment Management’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 | $733K | Hold |
1,508
| – | – | 0.52% | 51 |
|
|
2025
Q1 | $803K | Hold |
1,508
| – | – | 0.61% | 47 |
|
|
2024
Q4 | $684K | Hold |
1,508
| – | – | 0.51% | 55 |
|
|
2024
Q3 | $694K | Sell |
1,508
-1
| -0.1% | -$460 | 0.5% | 56 |
|
|
2024
Q2 | $614K | Sell |
1,509
-12
| -0.8% | -$4.88K | 0.47% | 58 |
|
|
2024
Q1 | $640K | Hold |
1,521
| – | – | 0.51% | 54 |
|
|
2023
Q4 | $542K | Hold |
1,521
| – | – | 0.48% | 56 |
|
|
2023
Q3 | $533K | Hold |
1,521
| – | – | 0.49% | 58 |
|
|
2023
Q2 | $519K | Buy |
1,521
+212
| +16% | +$72.3K | 0.45% | 61 |
|
|
2023
Q1 | $404K | Sell |
1,309
-212
| -14% | -$65.5K | 0.43% | 62 |
|
|
2022
Q4 | $470K | Hold |
1,521
| – | – | 0.43% | 60 |
|
|
2022
Q3 | $406K | Hold |
1,521
| – | – | 0.38% | 69 |
|
|
2022
Q2 | $415K | Hold |
1,521
| – | – | 0.36% | 68 |
|
|
2022
Q1 | $537K | Hold |
1,521
| – | – | 0.39% | 63 |
|
|
2021
Q4 | $455K | Hold |
1,521
| – | – | 0.31% | 74 |
|
|
2021
Q3 | $415K | Sell |
1,521
-50
| -3% | -$13.6K | 0.29% | 74 |
|
|
2021
Q2 | $437K | Buy |
1,571
+50
| +3% | +$13.9K | 0.31% | 73 |
|
|
2021
Q1 | $389K | Sell |
1,521
-165
| -10% | -$42.2K | 0.3% | 73 |
|
|
2020
Q4 | $391K | Hold |
1,686
| – | – | 0.31% | 72 |
|
|
2020
Q3 | $359K | Sell |
1,686
-100
| -6% | -$21.3K | 0.32% | 68 |
|
|
2020
Q2 | $319K | Hold |
1,786
| – | – | 0.3% | 71 |
|
|
2020
Q1 | $327K | Sell |
1,786
-90
| -5% | -$16.5K | 0.35% | 65 |
|
|
2019
Q4 | $425K | Buy |
+1,876
| New | +$425K | 0.41% | 60 |
|