Annex Advisory Services’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 | $4.63M | Buy |
9,530
+720
| +8% | +$350K | 0.11% | 91 |
|
|
2025
Q1 | $4.69M | Buy |
8,810
+2,263
| +35% | +$1.21M | 0.13% | 90 |
|
|
2024
Q4 | $2.97M | Buy |
6,547
+346
| +6% | +$157K | 0.09% | 102 |
|
|
2024
Q3 | $2.85M | Sell |
6,201
-33
| -0.5% | -$15.2K | 0.09% | 99 |
|
|
2024
Q2 | $2.54M | Sell |
6,234
-430
| -6% | -$175K | 0.09% | 100 |
|
|
2024
Q1 | $2.8M | Buy |
6,664
+442
| +7% | +$186K | 0.1% | 96 |
|
|
2023
Q4 | $2.22M | Sell |
6,222
-581
| -9% | -$207K | 0.09% | 99 |
|
|
2023
Q3 | $2.38M | Sell |
6,803
-87
| -1% | -$30.5K | 0.14% | 86 |
|
|
2023
Q2 | $2.35M | Buy |
6,890
+273
| +4% | +$93.1K | 0.13% | 88 |
|
|
2023
Q1 | $2.04M | Buy |
6,617
+107
| +2% | +$33K | 0.11% | 88 |
|
|
2022
Q4 | $2.01M | Sell |
6,510
-10
| -0.2% | -$3.09K | 0.11% | 92 |
|
|
2022
Q3 | $1.74M | Sell |
6,520
-183
| -3% | -$48.9K | 0.12% | 96 |
|
|
2022
Q2 | $1.83M | Buy |
6,703
+838
| +14% | +$229K | 0.13% | 99 |
|
|
2022
Q1 | $2.07M | Buy |
5,865
+75
| +1% | +$26.5K | 0.15% | 96 |
|
|
2021
Q4 | $1.73M | Buy |
5,790
+1,798
| +45% | +$538K | 0.12% | 101 |
|
|
2021
Q3 | $1.09M | Hold |
3,992
| – | – | 0.09% | 107 |
|
|
2021
Q2 | $1.11M | Sell |
3,992
-1,169
| -23% | -$325K | 0.09% | 110 |
|
|
2021
Q1 | $1.32M | Buy |
5,161
+575
| +13% | +$147K | 0.13% | 99 |
|
|
2020
Q4 | $1.06M | Sell |
4,586
-290
| -6% | -$67.2K | 0.1% | 106 |
|
|
2020
Q3 | $1.04M | Buy |
4,876
+2,999
| +160% | +$638K | 0.13% | 72 |
|
|
2020
Q2 | $335K | Sell |
1,877
-54
| -3% | -$9.64K | 0.05% | 100 |
|
|
2020
Q1 | $353K | Buy |
1,931
+180
| +10% | +$32.9K | 0.05% | 94 |
|
|
2019
Q4 | $397K | Sell |
1,751
-98
| -5% | -$22.2K | 0.05% | 95 |
|
|
2019
Q3 | $384K | Buy |
1,849
+799
| +76% | +$166K | 0.05% | 90 |
|
|
2019
Q2 | $224K | Sell |
1,050
-571
| -35% | -$122K | 0.03% | 111 |
|
|
2019
Q1 | $326K | Hold |
1,621
| – | – | 0.05% | 97 |
|
|
2018
Q4 | $331K | Sell |
1,621
-38
| -2% | -$7.76K | 0.05% | 97 |
|
|
2018
Q3 | $355K | Hold |
1,659
| – | – | 0.05% | 97 |
|
|
2018
Q2 | $310K | Buy |
1,659
+10
| +0.6% | +$1.87K | 0.05% | 94 |
|
|
2018
Q1 | $329K | Sell |
1,649
-125
| -7% | -$24.9K | 0.06% | 98 |
|
|
2017
Q4 | $352K | Buy |
1,774
+50
| +3% | +$9.92K | 0.07% | 87 |
|
|
2017
Q3 | $316K | Hold |
1,724
| – | – | 0.06% | 93 |
|
|
2017
Q2 | $292K | Sell |
1,724
-115
| -6% | -$19.5K | 0.06% | 101 |
|
|
2017
Q1 | $307K | Buy |
1,839
+56
| +3% | +$9.35K | 0.08% | 93 |
|
|
2016
Q4 | $291K | Hold |
1,783
| – | – | 0.07% | 92 |
|
|
2016
Q3 | $258K | Buy |
1,783
+151
| +9% | +$21.9K | 0.07% | 95 |
|
|
2016
Q2 | $236K | Buy |
1,632
+33
| +2% | +$4.77K | 0.06% | 97 |
|
|
2016
Q1 | $227K | Sell |
1,599
-30
| -2% | -$4.26K | 0.06% | 98 |
|
|
2015
Q4 | $215K | Sell |
1,629
-125
| -7% | -$16.5K | 0.06% | 103 |
|
|
2015
Q3 | $229K | Buy |
+1,754
| New | +$229K | 0.07% | 101 |
|