Apriem Advisors’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 | $7.04M | Sell |
14,488
-9
| -0.1% | -$4.37K | 0.75% | 33 |
|
|
2025
Q1 | $7.72M | Sell |
14,497
-45
| -0.3% | -$24K | 0.9% | 33 |
|
|
2024
Q4 | $6.59M | Sell |
14,542
-60
| -0.4% | -$27.2K | 0.76% | 37 |
|
|
2024
Q3 | $6.72M | Sell |
14,602
-1
| -0% | -$460 | 0.79% | 34 |
|
|
2024
Q2 | $5.94M | Sell |
14,603
-96
| -0.7% | -$39.1K | 0.73% | 33 |
|
|
2024
Q1 | $6.18M | Sell |
14,699
-234
| -2% | -$98.4K | 0.78% | 32 |
|
|
2023
Q4 | $5.33M | Buy |
14,933
+79
| +0.5% | +$28.2K | 0.71% | 32 |
|
|
2023
Q3 | $5.2M | Buy |
14,854
+111
| +0.8% | +$38.9K | 0.76% | 32 |
|
|
2023
Q2 | $5.03M | Buy |
14,743
+779
| +6% | +$266K | 0.75% | 31 |
|
|
2023
Q1 | $4.31M | Buy |
13,964
+281
| +2% | +$86.8K | 0.69% | 33 |
|
|
2022
Q4 | $4.23M | Buy |
13,683
+127
| +0.9% | +$39.2K | 0.73% | 30 |
|
|
2022
Q3 | $3.62M | Buy |
13,556
+6
| +0% | +$1.6K | 0.65% | 33 |
|
|
2022
Q2 | $3.7M | Buy |
13,550
+1,000
| +8% | +$273K | 0.64% | 31 |
|
|
2022
Q1 | $4.43M | Sell |
12,550
-77
| -0.6% | -$27.2K | 0.65% | 32 |
|
|
2021
Q4 | $3.78M | Hold |
12,627
| – | – | 0.53% | 34 |
|
|
2021
Q3 | $3.45M | Hold |
12,627
| – | – | 0.49% | 33 |
|
|
2021
Q2 | $3.51M | Hold |
12,627
| – | – | 0.52% | 34 |
|
|
2021
Q1 | $3.23M | Buy |
12,627
+2,824
| +29% | +$721K | 0.5% | 35 |
|
|
2020
Q4 | $2.27M | Sell |
9,803
-1,721
| -15% | -$399K | 0.41% | 33 |
|
|
2020
Q3 | $2.45M | Hold |
11,524
| – | – | 0.45% | 34 |
|
|
2020
Q2 | $2.06M | Sell |
11,524
-15
| -0.1% | -$2.68K | 0.42% | 38 |
|
|
2020
Q1 | $2.11M | Buy |
11,539
+748
| +7% | +$137K | 0.51% | 36 |
|
|
2019
Q4 | $2.44M | Buy |
10,791
+15
| +0.1% | +$3.4K | 0.47% | 32 |
|
|
2019
Q3 | $2.24M | Sell |
10,776
-449
| -4% | -$93.4K | 0.5% | 32 |
|
|
2019
Q2 | $2.39M | Sell |
11,225
-163
| -1% | -$34.7K | 0.75% | 29 |
|
|
2019
Q1 | $2.29M | Sell |
11,388
-164
| -1% | -$33K | 0.61% | 29 |
|
|
2018
Q4 | $2.36M | Buy |
11,552
+105
| +0.9% | +$21.4K | 0.83% | 25 |
|
|
2018
Q3 | $2.45M | Buy |
11,447
+137
| +1% | +$29.3K | 0.54% | 34 |
|
|
2018
Q2 | $2.11M | Buy |
11,310
+3,020
| +36% | +$564K | 0.47% | 36 |
|
|
2018
Q1 | $1.65M | Hold |
8,290
| – | – | 0.4% | 42 |
|
|
2017
Q4 | $1.64M | Sell |
8,290
-844
| -9% | -$167K | 0.41% | 43 |
|
|
2017
Q3 | $1.67M | Sell |
9,134
-455
| -5% | -$83.4K | 0.42% | 46 |
|
|
2017
Q2 | $1.62M | Buy |
9,589
+52
| +0.5% | +$8.81K | 0.43% | 48 |
|
|
2017
Q1 | $1.59M | Hold |
9,537
| – | – | 0.43% | 45 |
|
|
2016
Q4 | $1.55M | Buy |
9,537
+918
| +11% | +$150K | 0.46% | 42 |
|
|
2016
Q3 | $1.25M | Buy |
8,619
+890
| +12% | +$129K | 0.37% | 48 |
|
|
2016
Q2 | $1.12M | Buy |
7,729
+90
| +1% | +$13K | 0.36% | 43 |
|
|
2016
Q1 | $1.08M | Buy |
7,639
+43
| +0.6% | +$6.1K | 0.43% | 40 |
|
|
2015
Q4 | $1M | Buy |
7,596
+77
| +1% | +$10.2K | 0.36% | 45 |
|
|
2015
Q3 | $980K | Buy |
7,519
+854
| +13% | +$111K | 0.36% | 49 |
|
|
2015
Q2 | $907K | Buy |
6,665
+111
| +2% | +$15.1K | 0.31% | 58 |
|
|
2015
Q1 | $946K | Hold |
6,554
| – | – | 0.33% | 61 |
|
|
2014
Q4 | $984K | Buy |
6,554
+150
| +2% | +$22.5K | 0.36% | 57 |
|
|
2014
Q3 | $885K | Buy |
6,404
+139
| +2% | +$19.2K | 0.34% | 64 |
|
|
2014
Q2 | $793K | Sell |
6,265
-50
| -0.8% | -$6.33K | 0.3% | 69 |
|
|
2014
Q1 | $789K | Hold |
6,315
| – | – | 0.3% | 70 |
|
|
2013
Q4 | $749K | Buy |
6,315
+2,115
| +50% | +$251K | 0.29% | 66 |
|
|
2013
Q3 | $477K | Sell |
4,200
-200
| -5% | -$22.7K | 0.21% | 72 |
|
|
2013
Q2 | $492K | Buy |
+4,400
| New | +$492K | 0.24% | 68 |
|