Atwood & Palmer’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 | $2.04M | Buy |
4,204
+281
| +7% | +$137K | 0.13% | 64 |
|
|
2025
Q1 | $2.09M | Buy |
3,923
+232
| +6% | +$124K | 0.14% | 65 |
|
|
2024
Q4 | $1.67M | Buy |
3,691
+7
| +0.2% | +$3.17K | 0.11% | 69 |
|
|
2024
Q3 | $1.7M | Buy |
3,684
+40
| +1% | +$18.4K | 0.12% | 69 |
|
|
2024
Q2 | $1.48M | Sell |
3,644
-65
| -2% | -$26.4K | 0.11% | 68 |
|
|
2024
Q1 | $1.56M | Sell |
3,709
-33
| -0.9% | -$13.9K | 0.12% | 67 |
|
|
2023
Q4 | $1.33M | Sell |
3,742
-185
| -5% | -$66K | 0.11% | 68 |
|
|
2023
Q3 | $1.38M | Sell |
3,927
-145
| -4% | -$50.8K | 0.12% | 67 |
|
|
2023
Q2 | $1.39M | Buy |
4,072
+205
| +5% | +$69.9K | 0.12% | 74 |
|
|
2023
Q1 | $1.19M | Sell |
3,867
-105
| -3% | -$32.4K | 0.11% | 76 |
|
|
2022
Q4 | $1.23M | Sell |
3,972
-210
| -5% | -$64.9K | 0.11% | 82 |
|
|
2022
Q3 | $1.12M | Sell |
4,182
-500
| -11% | -$134K | 0.11% | 85 |
|
|
2022
Q2 | $1.28M | Sell |
4,682
-250
| -5% | -$68.2K | 0.12% | 74 |
|
|
2022
Q1 | $1.74M | Sell |
4,932
-55
| -1% | -$19.4K | 0.15% | 71 |
|
|
2021
Q4 | $1.49M | Buy |
4,987
+130
| +3% | +$38.9K | 0.12% | 73 |
|
|
2021
Q3 | $1.33M | Buy |
4,857
+45
| +0.9% | +$12.3K | 0.12% | 71 |
|
|
2021
Q2 | $1.34M | Buy |
4,812
+450
| +10% | +$125K | 0.12% | 75 |
|
|
2021
Q1 | $1.11M | Hold |
4,362
| – | – | 0.11% | 74 |
|
|
2020
Q4 | $1.01M | Buy |
4,362
+200
| +5% | +$46.4K | 0.11% | 74 |
|
|
2020
Q3 | $886K | Sell |
4,162
-50
| -1% | -$10.6K | 0.11% | 70 |
|
|
2020
Q2 | $752K | Hold |
4,212
| – | – | 0.1% | 76 |
|
|
2020
Q1 | $770K | Buy |
4,212
+50
| +1% | +$9.14K | 0.12% | 73 |
|
|
2019
Q4 | $943K | Hold |
4,162
| – | – | 0.12% | 69 |
|
|
2019
Q3 | $866K | Sell |
4,162
-383
| -8% | -$79.7K | 0.12% | 72 |
|
|
2019
Q2 | $969K | Sell |
4,545
-30
| -0.7% | -$6.4K | 0.13% | 69 |
|
|
2019
Q1 | $919K | Hold |
4,575
| – | – | 0.13% | 68 |
|
|
2018
Q4 | $934K | Buy |
4,575
+30
| +0.7% | +$6.13K | 0.15% | 68 |
|
|
2018
Q3 | $973K | Hold |
4,545
| – | – | 0.13% | 69 |
|
|
2018
Q2 | $848K | Hold |
4,545
| – | – | 0.12% | 69 |
|
|
2018
Q1 | $907K | Sell |
4,545
-277
| -6% | -$55.3K | 0.13% | 69 |
|
|
2017
Q4 | $956K | Sell |
4,822
-278
| -5% | -$55.1K | 0.13% | 69 |
|
|
2017
Q3 | $935K | Buy |
5,100
+874
| +21% | +$160K | 0.14% | 68 |
|
|
2017
Q2 | $716K | Hold |
4,226
| – | – | 0.11% | 75 |
|
|
2017
Q1 | $704K | Buy |
4,226
+32
| +0.8% | +$5.33K | 0.11% | 72 |
|
|
2016
Q4 | $684K | Buy |
4,194
+395
| +10% | +$64.4K | 0.12% | 70 |
|
|
2016
Q3 | $549K | Sell |
3,799
-279
| -7% | -$40.3K | 0.1% | 72 |
|
|
2016
Q2 | $590K | Hold |
4,078
| – | – | 0.11% | 75 |
|
|
2016
Q1 | $579K | Buy |
4,078
+152
| +4% | +$21.6K | 0.1% | 78 |
|
|
2015
Q4 | $518K | Hold |
3,926
| – | – | 0.1% | 87 |
|
|
2015
Q3 | $512K | Sell |
3,926
-128
| -3% | -$16.7K | 0.1% | 91 |
|
|
2015
Q2 | $552K | Buy |
4,054
+128
| +3% | +$17.4K | 0.1% | 93 |
|
|
2015
Q1 | $567K | Buy |
+3,926
| New | +$567K | 0.1% | 93 |
|
|
2014
Q4 | – | Sell |
-5,207
| Closed | -$719K | – | 386 |
|
|
2014
Q3 | $719K | Buy |
5,207
+500
| +11% | +$69K | 0.14% | 80 |
|
|
2014
Q2 | $596K | Sell |
4,707
-750
| -14% | -$95K | 0.16% | 80 |
|
|
2014
Q1 | $682K | Hold |
5,457
| – | – | 0.16% | 60 |
|
|
2013
Q4 | $647K | Hold |
5,457
| – | – | 0.16% | 59 |
|
|
2013
Q3 | $619K | Hold |
5,457
| – | – | 0.17% | 58 |
|
|
2013
Q2 | $611K | Buy |
+5,457
| New | +$611K | 0.17% | 64 |
|