Aperio Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $236M | Buy |
1,018,134
+21,844
| +2% | +$5.06M | 0.7% | 19 |
|
|
2020
Q3 | $212M | Buy |
996,290
+36,954
| +4% | +$7.87M | 0.72% | 19 |
|
|
2020
Q2 | $171M | Sell |
959,336
-98,766
| -9% | -$17.6M | 0.63% | 23 |
|
|
2020
Q1 | $193M | Buy |
1,058,102
+139,262
| +15% | +$25.5M | 0.85% | 14 |
|
|
2019
Q4 | $208M | Buy |
918,840
+53,393
| +6% | +$12.1M | 0.75% | 21 |
|
|
2019
Q3 | $180M | Buy |
865,447
+16,102
| +2% | +$3.35M | 0.71% | 20 |
|
|
2019
Q2 | $181M | Buy |
849,345
+3,326
| +0.4% | +$709K | 0.74% | 20 |
|
|
2019
Q1 | $170M | Sell |
846,019
-85,904
| -9% | -$17.3M | 0.73% | 18 |
|
|
2018
Q4 | $190M | Buy |
931,923
+20,095
| +2% | +$4.1M | 0.96% | 9 |
|
|
2018
Q3 | $195M | Buy |
911,828
+26,468
| +3% | +$5.67M | 0.86% | 11 |
|
|
2018
Q2 | $165M | Sell |
885,360
-47,725
| -5% | -$8.91M | 0.79% | 14 |
|
|
2018
Q1 | $186M | Buy |
933,085
+38,926
| +4% | +$7.76M | 0.93% | 9 |
|
|
2017
Q4 | $177M | Buy |
894,159
+25,668
| +3% | +$5.09M | 0.9% | 11 |
|
|
2017
Q3 | $159M | Buy |
868,491
+37,334
| +4% | +$6.84M | 0.9% | 8 |
|
|
2017
Q2 | $141M | Sell |
831,157
-927
| -0.1% | -$157K | 0.86% | 8 |
|
|
2017
Q1 | $139M | Buy |
832,084
+19,291
| +2% | +$3.22M | 0.95% | 8 |
|
|
2016
Q4 | $132M | Buy |
812,793
+34,318
| +4% | +$5.59M | 1.01% | 7 |
|
|
2016
Q3 | $112M | Buy |
778,475
+91,751
| +13% | +$13.3M | 0.81% | 10 |
|
|
2016
Q2 | $99.4M | Buy |
686,724
+56,002
| +9% | +$8.11M | 0.78% | 11 |
|
|
2016
Q1 | $89.5M | Buy |
630,722
+74,715
| +13% | +$10.6M | 0.77% | 11 |
|
|
2015
Q4 | $73.4M | Buy |
556,007
+75,368
| +16% | +$9.95M | 0.67% | 18 |
|
|
2015
Q3 | $62.7M | Buy |
480,639
+41,686
| +9% | +$5.44M | 0.64% | 21 |
|
|
2015
Q2 | $59.7M | Buy |
438,953
+50,535
| +13% | +$6.88M | 0.62% | 20 |
|
|
2015
Q1 | $56.1M | Buy |
388,418
+39,051
| +11% | +$5.64M | 0.63% | 21 |
|
|
2014
Q4 | $52.5M | Buy |
349,367
+28,307
| +9% | +$4.25M | 0.65% | 18 |
|
|
2014
Q3 | $44.4M | Buy |
321,060
+22,994
| +8% | +$3.18M | 0.6% | 21 |
|
|
2014
Q2 | $37.7M | Buy |
298,066
+16,513
| +6% | +$2.09M | 0.55% | 24 |
|
|
2014
Q1 | $35.2M | Buy |
+281,553
| New | +$35.2M | 0.49% | 23 |
|
|
2013
Q4 | – | Sell |
-245,395
| Closed | -$27.9M | – | 24 |
|
|
2013
Q3 | $27.9M | Buy |
245,395
+31,194
| +15% | +$3.54M | 0.54% | 20 |
|
|
2013
Q2 | $24M | Buy |
+214,201
| New | +$24M | 0.57% | 20 |
|