Bard Associates’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 | $1.48M | Hold |
3,037
| – | – | 0.47% | 71 |
|
|
2025
Q1 | $1.62M | Hold |
3,037
| – | – | 0.6% | 62 |
|
|
2024
Q4 | $1.38M | Sell |
3,037
-550
| -15% | -$249K | 0.47% | 71 |
|
|
2024
Q3 | $1.65M | Buy |
3,587
+60
| +2% | +$27.6K | 0.56% | 64 |
|
|
2024
Q2 | $1.43M | Hold |
3,527
| – | – | 0.55% | 66 |
|
|
2024
Q1 | $1.48M | Sell |
3,527
-108
| -3% | -$45.4K | 0.53% | 70 |
|
|
2023
Q4 | $1.3M | Hold |
3,635
| – | – | 0.49% | 72 |
|
|
2023
Q3 | $1.27M | Hold |
3,635
| – | – | 0.53% | 67 |
|
|
2023
Q2 | $1.24M | Sell |
3,635
-50
| -1% | -$17.1K | 0.48% | 73 |
|
|
2023
Q1 | $1.14M | Hold |
3,685
| – | – | 0.47% | 73 |
|
|
2022
Q4 | $1.14M | Hold |
3,685
| – | – | 0.49% | 66 |
|
|
2022
Q3 | $984K | Hold |
3,685
| – | – | 0.44% | 77 |
|
|
2022
Q2 | $1.01M | Buy |
3,685
+250
| +7% | +$68.3K | 0.43% | 81 |
|
|
2022
Q1 | $1.21M | Hold |
3,435
| – | – | 0.43% | 84 |
|
|
2021
Q4 | $1.03M | Sell |
3,435
-100
| -3% | -$29.9K | 0.34% | 98 |
|
|
2021
Q3 | $965K | Hold |
3,535
| – | – | 0.33% | 103 |
|
|
2021
Q2 | $982K | Hold |
3,535
| – | – | 0.32% | 104 |
|
|
2021
Q1 | $903K | Hold |
3,535
| – | – | 0.33% | 96 |
|
|
2020
Q4 | $820K | Sell |
3,535
-100
| -3% | -$23.2K | 0.32% | 94 |
|
|
2020
Q3 | $774K | Sell |
3,635
-50
| -1% | -$10.6K | 0.41% | 83 |
|
|
2020
Q2 | $658K | Sell |
3,685
-100
| -3% | -$17.9K | 0.37% | 85 |
|
|
2020
Q1 | $692K | Sell |
3,785
-100
| -3% | -$18.3K | 0.51% | 76 |
|
|
2019
Q4 | $880K | Hold |
3,885
| – | – | 0.45% | 79 |
|
|
2019
Q3 | $808K | Sell |
3,885
-50
| -1% | -$10.4K | 0.41% | 86 |
|
|
2019
Q2 | $839K | Sell |
3,935
-100
| -2% | -$21.3K | 0.42% | 83 |
|
|
2019
Q1 | $811K | Hold |
4,035
| – | – | 0.41% | 87 |
|
|
2018
Q4 | $824K | Sell |
4,035
-150
| -4% | -$30.6K | 0.48% | 76 |
|
|
2018
Q3 | $896K | Sell |
4,185
-521
| -11% | -$112K | 0.41% | 87 |
|
|
2018
Q2 | $878K | Sell |
4,706
-200
| -4% | -$37.3K | 0.41% | 94 |
|
|
2018
Q1 | $979K | Hold |
4,906
| – | – | 0.49% | 85 |
|
|
2017
Q4 | $972K | Hold |
4,906
| – | – | 0.47% | 87 |
|
|
2017
Q3 | $899K | Buy |
4,906
+8
| +0.2% | +$1.47K | 0.42% | 88 |
|
|
2017
Q2 | $830K | Hold |
4,898
| – | – | 0.38% | 97 |
|
|
2017
Q1 | $816K | Sell |
4,898
-1,850
| -27% | -$308K | 0.38% | 97 |
|
|
2016
Q4 | $1.1M | Sell |
6,748
-95
| -1% | -$15.5K | 0.51% | 75 |
|
|
2016
Q3 | $989K | Sell |
6,843
-750
| -10% | -$108K | 0.48% | 78 |
|
|
2016
Q2 | $1.1M | Sell |
7,593
-900
| -11% | -$130K | 0.58% | 67 |
|
|
2016
Q1 | $1.21M | Sell |
8,493
-100
| -1% | -$14.2K | 0.69% | 57 |
|
|
2015
Q4 | $1.14M | Sell |
8,593
-100
| -1% | -$13.2K | 0.67% | 55 |
|
|
2015
Q3 | $1.13M | Sell |
8,693
-250
| -3% | -$32.6K | 0.65% | 57 |
|
|
2015
Q2 | $1.22M | Sell |
8,943
-400
| -4% | -$54.4K | 0.6% | 64 |
|
|
2015
Q1 | $1.35M | Sell |
9,343
-4,648
| -33% | -$671K | 0.65% | 64 |
|
|
2014
Q4 | $2.1M | Hold |
13,991
| – | – | 0.98% | 35 |
|
|
2014
Q3 | $1.93M | Hold |
13,991
| – | – | 0.9% | 39 |
|
|
2014
Q2 | $1.77M | Sell |
13,991
-175
| -1% | -$22.2K | 0.7% | 52 |
|
|
2014
Q1 | $1.77M | Hold |
14,166
| – | – | 0.75% | 48 |
|
|
2013
Q4 | $1.68M | Sell |
14,166
-100
| -0.7% | -$11.9K | 0.7% | 49 |
|
|
2013
Q3 | $1.62M | Hold |
14,266
| – | – | 0.72% | 45 |
|
|
2013
Q2 | $1.6M | Buy |
+14,266
| New | +$1.6M | 0.75% | 49 |
|