AGC
Aspen Grove Capital’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
5,994
+537
| +10% | +$261K | 0.49% | 33 |
|
|
2025
Q1 | $2.91M | Buy |
5,457
+30
| +0.6% | +$16K | 0.56% | 32 |
|
|
2024
Q4 | $2.46M | Buy |
5,427
+186
| +4% | +$84.3K | 0.52% | 35 |
|
|
2024
Q3 | $2.41M | Buy |
5,241
+1
| +0% | +$460 | 0.53% | 34 |
|
|
2024
Q2 | $2.13M | Buy |
5,240
+15
| +0.3% | +$6.1K | 0.5% | 35 |
|
|
2024
Q1 | $2.2M | Buy |
5,225
+1,151
| +28% | +$484K | 0.62% | 30 |
|
|
2023
Q4 | $1.44M | Buy |
4,074
+92
| +2% | +$32.5K | 0.44% | 49 |
|
|
2023
Q3 | $1.39M | Sell |
3,982
-895
| -18% | -$314K | 0.52% | 41 |
|
|
2023
Q2 | $1.66M | Buy |
4,877
+1,947
| +66% | +$664K | 0.54% | 36 |
|
|
2023
Q1 | $905K | Sell |
2,930
-453
| -13% | -$140K | 0.4% | 56 |
|
|
2022
Q4 | $1.05M | Buy |
+3,383
| New | +$1.05M | 0.48% | 49 |
|