ACA
Atlas Capital Advisors’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 | $5.34M | Sell |
10,991
-800
| -7% | -$389K | 0.65% | 39 |
|
2025
Q1 | $6.28M | Buy |
11,791
+200
| +2% | +$107K | 0.78% | 33 |
|
2024
Q4 | $5.25M | Sell |
11,591
-911
| -7% | -$413K | 0.67% | 43 |
|
2024
Q3 | $5.75M | Buy |
12,502
+200
| +2% | +$92.1K | 0.88% | 31 |
|
2024
Q2 | $5M | Sell |
12,302
-1,100
| -8% | -$447K | 0.65% | 39 |
|
2024
Q1 | $5.64M | Buy |
13,402
+89
| +0.7% | +$37.4K | 0.88% | 30 |
|
2023
Q4 | $4.75M | Hold |
13,313
| – | – | 0.69% | 39 |
|
2023
Q3 | $4.66M | Sell |
13,313
-376
| -3% | -$132K | 0.77% | 35 |
|
2023
Q2 | $4.67M | Buy |
13,689
+101
| +0.7% | +$34.4K | 0.71% | 35 |
|
2023
Q1 | $4.2M | Buy |
+13,588
| New | +$4.2M | 0.66% | 37 |
|
2022
Q4 | – | Sell |
-14,215
| Closed | -$3.8M | – | 906 |
|
2022
Q3 | $3.8M | Buy |
14,215
+920
| +7% | +$246K | 0.69% | 36 |
|
2022
Q2 | $3.63M | Buy |
13,295
+3,951
| +42% | +$1.08M | 0.62% | 40 |
|
2022
Q1 | $3.33M | Sell |
9,344
-1,394
| -13% | -$497K | 0.52% | 44 |
|
2021
Q4 | $3.21M | Hold |
10,738
| – | – | 0.48% | 49 |
|
2021
Q3 | $2.93M | Sell |
10,738
-360
| -3% | -$98.3K | 0.47% | 50 |
|
2021
Q2 | $3.08M | Buy |
11,098
+325
| +3% | +$90.3K | 0.52% | 46 |
|
2021
Q1 | $2.75M | Buy |
10,773
+100
| +0.9% | +$25.5K | 0.53% | 48 |
|
2020
Q4 | $2.47M | Buy |
10,673
+3,805
| +55% | +$882K | 0.52% | 41 |
|
2020
Q3 | $1.46M | Sell |
6,868
-580
| -8% | -$124K | 0.35% | 66 |
|
2020
Q2 | $1.33M | Sell |
7,448
-974
| -12% | -$174K | 0.31% | 75 |
|
2020
Q1 | $1.54M | Sell |
8,422
-6,530
| -44% | -$1.19M | 0.46% | 48 |
|
2019
Q4 | $3.39M | Sell |
14,952
-1,296
| -8% | -$294K | 0.84% | 21 |
|
2019
Q3 | $3.38M | Buy |
16,248
+322
| +2% | +$67K | 1.02% | 12 |
|
2019
Q2 | $3.39M | Buy |
15,926
+5,000
| +46% | +$1.07M | 1.12% | 12 |
|
2019
Q1 | $2.19M | Hold |
10,926
| – | – | 0.79% | 21 |
|
2018
Q4 | $2.03M | Sell |
10,926
-42
| -0.4% | -$7.79K | 0.81% | 22 |
|
2018
Q3 | $2.37M | Sell |
10,968
-1,132
| -9% | -$245K | 0.79% | 23 |
|
2018
Q2 | $2.3M | Buy |
12,100
+1,040
| +9% | +$198K | 0.82% | 21 |
|
2018
Q1 | $2.21M | Buy |
+11,060
| New | +$2.21M | 0.68% | 28 |
|