BIM
Barton 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 | $5.08M | Hold |
10,450
| – | – | 0.53% | 19 |
|
|
2025
Q1 | $5.57M | Hold |
10,450
| – | – | 0.68% | 19 |
|
|
2024
Q4 | $4.74M | Sell |
10,450
-275
| -3% | -$125K | 0.5% | 19 |
|
|
2024
Q3 | $4.94M | Hold |
10,725
| – | – | 0.62% | 19 |
|
|
2024
Q2 | $4.36M | Sell |
10,725
-15
| -0.1% | -$6.1K | 0.58% | 18 |
|
|
2024
Q1 | $4.52M | Hold |
10,740
| – | – | 0.55% | 18 |
|
|
2023
Q4 | $3.83M | Hold |
10,740
| – | – | 0.5% | 19 |
|
|
2023
Q3 | $3.76M | Hold |
10,740
| – | – | 0.61% | 18 |
|
|
2023
Q2 | $3.66M | Hold |
10,740
| – | – | 0.55% | 18 |
|
|
2023
Q1 | $3.32M | Sell |
10,740
-30
| -0.3% | -$9.26K | 0.58% | 18 |
|
|
2022
Q4 | $3.33M | Hold |
10,770
| – | – | 0.65% | 19 |
|
|
2022
Q3 | $2.88M | Hold |
10,770
| – | – | 0.59% | 20 |
|
|
2022
Q2 | $2.94M | Hold |
10,770
| – | – | 0.59% | 19 |
|
|
2022
Q1 | $3.8M | Hold |
10,770
| – | – | 0.48% | 18 |
|
|
2021
Q4 | $3.22M | Sell |
10,770
-30
| -0.3% | -$8.97K | 0.28% | 20 |
|
|
2021
Q3 | $2.95M | Buy |
10,800
+10,691
| +9,808% | +$2.92M | 0.25% | 21 |
|
|
2021
Q2 | $3.02M | Sell |
109
-10,761
| -99% | -$298M | 0.25% | 22 |
|
|
2021
Q1 | $2.78M | Sell |
10,870
-70
| -0.6% | -$17.9K | 0.26% | 21 |
|
|
2020
Q4 | $2.54M | Sell |
10,940
-40
| -0.4% | -$9.28K | 0.22% | 21 |
|
|
2020
Q3 | $2.34M | Sell |
10,980
-2,097
| -16% | -$447K | 0.22% | 21 |
|
|
2020
Q2 | $2.33M | Sell |
13,077
-2,700
| -17% | -$482K | 0.24% | 19 |
|
|
2020
Q1 | $2.89M | Buy |
15,777
+50
| +0.3% | +$9.14K | 0.45% | 16 |
|
|
2019
Q4 | $3.56M | Hold |
15,727
| – | – | 0.55% | 15 |
|
|
2019
Q3 | $3.27M | Hold |
15,727
| – | – | 0.55% | 16 |
|
|
2019
Q2 | $3.35M | Hold |
15,727
| – | – | 0.5% | 16 |
|
|
2019
Q1 | $3.16M | Hold |
15,727
| – | – | 0.53% | 16 |
|
|
2018
Q4 | $3.21M | Buy |
15,727
+1,000
| +7% | +$204K | 0.64% | 15 |
|
|
2018
Q3 | $3.15M | Buy |
14,727
+200
| +1% | +$42.8K | 0.49% | 17 |
|
|
2018
Q2 | $2.71M | Hold |
14,527
| – | – | 0.44% | 17 |
|
|
2018
Q1 | $2.9M | Buy |
14,527
+102
| +0.7% | +$20.3K | 0.53% | 16 |
|
|
2017
Q4 | $2.86M | Buy |
14,425
+610
| +4% | +$121K | 0.63% | 17 |
|
|
2017
Q3 | $2.53M | Hold |
13,815
| – | – | 0.6% | 17 |
|
|
2017
Q2 | $2.34M | Hold |
13,815
| – | – | 0.62% | 17 |
|
|
2017
Q1 | $2.3M | Hold |
13,815
| – | – | 0.67% | 18 |
|
|
2016
Q4 | $2.25M | Buy |
13,815
+3,000
| +28% | +$489K | 0.75% | 18 |
|
|
2016
Q3 | $1.56M | Buy |
10,815
+5,863
| +118% | +$847K | 0.53% | 19 |
|
|
2016
Q2 | $717K | Buy |
4,952
+1,092
| +28% | +$158K | 0.26% | 22 |
|
|
2016
Q1 | $547K | Hold |
3,860
| – | – | 0.15% | 33 |
|
|
2015
Q4 | $510K | Hold |
3,860
| – | – | 0.17% | 30 |
|
|
2015
Q3 | $503K | Hold |
3,860
| – | – | 0.18% | 31 |
|
|
2015
Q2 | $525K | Hold |
3,860
| – | – | 0.19% | 36 |
|
|
2015
Q1 | $557K | Hold |
3,860
| – | – | 0.21% | 31 |
|
|
2014
Q4 | $580K | Hold |
3,860
| – | – | 0.22% | 31 |
|
|
2014
Q3 | $533K | Hold |
3,860
| – | – | 0.2% | 33 |
|
|
2014
Q2 | $489K | Hold |
3,860
| – | – | 0.19% | 34 |
|
|
2014
Q1 | $482K | Hold |
3,860
| – | – | 0.2% | 33 |
|
|
2013
Q4 | $458K | Sell |
3,860
-500
| -11% | -$59.3K | 0.18% | 37 |
|
|
2013
Q3 | $495K | Hold |
4,360
| – | – | 0.22% | 34 |
|
|
2013
Q2 | $488K | Buy |
+4,360
| New | +$488K | 0.25% | 34 |
|