American Trust’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 | $1.5M | Buy |
3,095
+80
| +3% | +$38.9K | 0.14% | 90 |
|
|
2025
Q1 | $1.61M | Sell |
3,015
-32
| -1% | -$17K | 0.4% | 60 |
|
|
2024
Q4 | $1.38M | Sell |
3,047
-19
| -0.6% | -$8.61K | 0.11% | 104 |
|
|
2024
Q3 | $1.41M | Sell |
3,066
-264
| -8% | -$122K | 0.12% | 84 |
|
|
2024
Q2 | $1.35M | Buy |
3,330
+279
| +9% | +$113K | 0.11% | 87 |
|
|
2024
Q1 | $1.28M | Sell |
3,051
-8,624
| -74% | -$3.63M | 0.11% | 93 |
|
|
2023
Q4 | $4.16M | Buy |
11,675
+82
| +0.7% | +$29.2K | 0.31% | 54 |
|
|
2023
Q3 | $4.06M | Sell |
11,593
-441
| -4% | -$154K | 0.31% | 54 |
|
|
2023
Q2 | $4.1M | Buy |
+12,034
| New | +$4.1M | 0.28% | 66 |
|