BIM
Baldwin Investment Management’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 | $9.15M | Sell |
18,844
-326
| -2% | -$158K | 1.11% | 10 |
|
|
2025
Q1 | $10.2M | Buy |
19,170
+315
| +2% | +$168K | 1.23% | 7 |
|
|
2024
Q4 | $8.55M | Sell |
18,855
-1,049
| -5% | -$475K | 1.11% | 9 |
|
|
2024
Q3 | $9.16M | Sell |
19,904
-777
| -4% | -$358K | 1.15% | 7 |
|
|
2024
Q2 | $8.41M | Buy |
20,681
+818
| +4% | +$333K | 1.15% | 9 |
|
|
2024
Q1 | $8.35M | Sell |
19,863
-724
| -4% | -$304K | 1.13% | 8 |
|
|
2023
Q4 | $7.34M | Buy |
20,587
+1,388
| +7% | +$495K | 1.15% | 7 |
|
|
2023
Q3 | $6.73M | Buy |
19,199
+77
| +0.4% | +$27K | 1.12% | 6 |
|
|
2023
Q2 | $6.52M | Buy |
19,122
+1,809
| +10% | +$617K | 1.07% | 6 |
|
|
2023
Q1 | $5.35M | Sell |
17,313
-1,166
| -6% | -$360K | 0.95% | 9 |
|
|
2022
Q4 | $5.71M | Buy |
18,479
+1,577
| +9% | +$487K | 1.03% | 6 |
|
|
2022
Q3 | $4.51K | Sell |
16,902
-721
| -4% | -$193 | 0.92% | 10 |
|
|
2022
Q2 | $4.81K | Buy |
17,623
+488
| +3% | +$133 | 0.91% | 10 |
|
|
2022
Q1 | $6.05K | Sell |
17,135
-1,692
| -9% | -$597 | 0.92% | 8 |
|
|
2021
Q4 | $5.63K | Buy |
18,827
+135
| +0.7% | +$40 | 0.88% | 13 |
|
|
2021
Q3 | $5.1M | Buy |
18,692
+1,535
| +9% | +$419K | 0.89% | 8 |
|
|
2021
Q2 | $4.77M | Sell |
17,157
-387
| -2% | -$108K | 0.81% | 12 |
|
|
2021
Q1 | $4.48M | Sell |
17,544
-430
| -2% | -$110K | 0.82% | 13 |
|
|
2020
Q4 | $4.17M | Buy |
17,974
+261
| +1% | +$60.5K | 0.82% | 16 |
|
|
2020
Q3 | $3.77M | Buy |
17,713
+3,570
| +25% | +$760K | 0.88% | 10 |
|
|
2020
Q2 | $2.53M | Buy |
14,143
+185
| +1% | +$33K | 0.79% | 20 |
|
|
2020
Q1 | $2.55M | Sell |
13,958
-1,205
| -8% | -$220K | 0.88% | 12 |
|
|
2019
Q4 | $3.43M | Sell |
15,163
-440
| -3% | -$99.6K | 0.92% | 5 |
|
|
2019
Q3 | $3.25M | Sell |
15,603
-37
| -0.2% | -$7.7K | 0.94% | 5 |
|
|
2019
Q2 | $3.33M | Sell |
15,640
-475
| -3% | -$101K | 0.96% | 6 |
|
|
2019
Q1 | $3.24M | Buy |
16,115
+915
| +6% | +$184K | 0.97% | 4 |
|
|
2018
Q4 | $3.1M | Sell |
15,200
-250
| -2% | -$51.1K | 0.99% | 3 |
|
|
2018
Q3 | $3.31M | Sell |
15,450
-797
| -5% | -$171K | 0.95% | 5 |
|
|
2018
Q2 | $3.03M | Buy |
16,247
+5,995
| +58% | +$1.12M | 0.95% | 6 |
|
|
2018
Q1 | $2.05M | Buy |
10,252
+340
| +3% | +$67.8K | 0.73% | 9 |
|
|
2017
Q4 | $1.97M | Buy |
9,912
+300
| +3% | +$59.5K | 0.7% | 10 |
|
|
2017
Q3 | $1.76M | Sell |
9,612
-1,010
| -10% | -$185K | 0.66% | 11 |
|
|
2017
Q2 | $1.8M | Sell |
10,622
-1,828
| -15% | -$310K | 0.72% | 11 |
|
|
2017
Q1 | $2.08M | Sell |
12,450
-1,350
| -10% | -$225K | 0.8% | 8 |
|
|
2016
Q4 | $2.25M | Buy |
13,800
+3,091
| +29% | +$504K | 0.89% | 7 |
|
|
2016
Q3 | $1.55M | Sell |
10,709
-377
| -3% | -$54.5K | 0.66% | 16 |
|
|
2016
Q2 | $1.61M | Sell |
11,086
-507
| -4% | -$73.4K | 0.69% | 16 |
|
|
2016
Q1 | $1.65M | Sell |
11,593
-636
| -5% | -$90.2K | 0.71% | 14 |
|
|
2015
Q4 | $1.62M | Buy |
12,229
+1,143
| +10% | +$151K | 0.73% | 14 |
|
|
2015
Q3 | $1.45M | Sell |
11,086
-270
| -2% | -$35.2K | 0.64% | 18 |
|
|
2015
Q2 | $1.55M | Sell |
11,356
-25
| -0.2% | -$3.4K | 0.64% | 16 |
|
|
2015
Q1 | $1.64M | Sell |
11,381
-750
| -6% | -$108K | 0.65% | 14 |
|
|
2014
Q4 | $1.82M | Buy |
12,131
+317
| +3% | +$47.6K | 0.71% | 8 |
|
|
2014
Q3 | $1.63M | Sell |
11,814
-200
| -2% | -$27.6K | 0.67% | 9 |
|
|
2014
Q2 | $1.52M | Sell |
12,014
-1,855
| -13% | -$235K | 0.66% | 16 |
|
|
2014
Q1 | $1.73M | Sell |
13,869
-454
| -3% | -$56.7K | 0.77% | 7 |
|
|
2013
Q4 | $1.7M | Sell |
14,323
-353
| -2% | -$41.8K | 0.77% | 9 |
|
|
2013
Q3 | $1.67M | Buy |
14,676
+1,326
| +10% | +$151K | 0.8% | 7 |
|
|
2013
Q2 | $1.49M | Buy |
+13,350
| New | +$1.49M | 0.74% | 8 |
|