Atwater Malick’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 | $1.49M | Buy |
3,073
+482
| +19% | +$234K | 0.47% | 35 |
|
2025
Q1 | $1.38M | Hold |
2,591
| – | – | 0.47% | 34 |
|
2024
Q4 | $1.17M | Hold |
2,591
| – | – | 0.39% | 36 |
|
2024
Q3 | $1.19M | Buy |
2,591
+11
| +0.4% | +$5.06K | 0.38% | 36 |
|
2024
Q2 | $1.05M | Hold |
2,580
| – | – | 0.36% | 37 |
|
2024
Q1 | $1.08M | Buy |
2,580
+314
| +14% | +$132K | 0.38% | 37 |
|
2023
Q4 | $808K | Hold |
2,266
| – | – | 0.32% | 39 |
|
2023
Q3 | $794K | Hold |
2,266
| – | – | 0.35% | 38 |
|
2023
Q2 | $773K | Hold |
2,266
| – | – | 0.33% | 36 |
|
2023
Q1 | $700K | Hold |
2,266
| – | – | 0.33% | 30 |
|
2022
Q4 | $700K | Buy |
2,266
+283
| +14% | +$87.4K | 0.34% | 30 |
|
2022
Q3 | $530K | Hold |
1,983
| – | – | 0.3% | 32 |
|
2022
Q2 | $541K | Buy |
1,983
+9
| +0.5% | +$2.46K | 0.28% | 34 |
|
2022
Q1 | $697K | Hold |
1,974
| – | – | 0.34% | 31 |
|
2021
Q4 | $590K | Hold |
1,974
| – | – | 0.27% | 32 |
|
2021
Q3 | $539K | Hold |
1,974
| – | – | 0.28% | 32 |
|
2021
Q2 | $549K | Hold |
1,974
| – | – | 0.3% | 32 |
|
2021
Q1 | $504K | Hold |
1,974
| – | – | 0.31% | 31 |
|
2020
Q4 | $458K | Hold |
1,974
| – | – | 0.29% | 31 |
|
2020
Q3 | $420K | Hold |
1,974
| – | – | 0.29% | 31 |
|
2020
Q2 | $352K | Buy |
1,974
+55
| +3% | +$9.81K | 0.28% | 32 |
|
2020
Q1 | $351K | Hold |
1,919
| – | – | 0.34% | 30 |
|
2019
Q4 | $435K | Hold |
1,919
| – | – | 0.35% | 30 |
|
2019
Q3 | $399K | Hold |
1,919
| – | – | 0.34% | 31 |
|
2019
Q2 | $409K | Hold |
1,919
| – | – | 0.38% | 31 |
|
2019
Q1 | $386K | Hold |
1,919
| – | – | 0.38% | 30 |
|
2018
Q4 | $392K | Buy |
+1,919
| New | +$392K | 0.44% | 28 |
|