AFS
Annapolis Financial Services’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $913K | Buy |
1,985
+26
| +1% | +$12K | 0.27% | 53 |
|
|
2024
Q2 | $797K | Hold |
1,959
| – | – | 0.26% | 56 |
|
|
2024
Q1 | $824K | Sell |
1,959
-490
| -20% | -$206K | 0.27% | 56 |
|
|
2023
Q4 | $873K | Buy |
2,449
+243
| +11% | +$86.7K | 0.22% | 72 |
|
|
2023
Q3 | $773K | Hold |
2,206
| – | – | 0.22% | 71 |
|
|
2023
Q2 | $752K | Hold |
2,206
| – | – | 0.21% | 69 |
|
|
2023
Q1 | $681K | Sell |
2,206
-8,296
| -79% | -$2.56M | 0.21% | 68 |
|
|
2022
Q4 | $3.24M | Sell |
10,502
-773
| -7% | -$239K | 1.05% | 31 |
|
|
2022
Q3 | $3.01M | Buy |
11,275
+80
| +0.7% | +$21.4K | 1.11% | 27 |
|
|
2022
Q2 | $3.06M | Buy |
11,195
+9
| +0.1% | +$2.46K | 1.11% | 26 |
|
|
2022
Q1 | $3.95M | Sell |
11,186
-2,150
| -16% | -$759K | 1.28% | 21 |
|
|
2021
Q4 | $3.99M | Sell |
13,336
-375
| -3% | -$112K | 1.24% | 22 |
|
|
2021
Q3 | $3.74M | Buy |
13,711
+183
| +1% | +$49.9K | 1.24% | 22 |
|
|
2021
Q2 | $3.76M | Buy |
13,528
+30
| +0.2% | +$8.34K | 1.26% | 22 |
|
|
2021
Q1 | $3.45M | Sell |
13,498
-500
| -4% | -$128K | 1.26% | 24 |
|
|
2020
Q4 | $3.25M | Buy |
+13,998
| New | +$3.25M | 1.26% | 23 |
|