BA
BCM Advisors’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 | $534K | Sell |
1,120
-9
| -0.8% | -$4.29K | 0.11% | 54 |
|
2025
Q1 | $609K | Buy |
1,129
+9
| +0.8% | +$4.86K | 0.14% | 52 |
|
2024
Q4 | $531K | Buy |
1,120
+50
| +5% | +$23.7K | 0.12% | 55 |
|
2024
Q3 | $473K | Buy |
1,070
+1
| +0.1% | +$442 | 0.11% | 54 |
|
2024
Q2 | $462K | Buy |
1,069
+42
| +4% | +$18.1K | 0.11% | 56 |
|
2024
Q1 | $417K | Buy |
1,027
+172
| +20% | +$69.8K | 0.11% | 55 |
|
2023
Q4 | $331K | Buy |
855
+205
| +32% | +$79.4K | 0.09% | 54 |
|
2023
Q3 | $225K | Hold |
650
| – | – | 0.07% | 57 |
|
2023
Q2 | $223K | Hold |
650
| – | – | 0.06% | 56 |
|
2023
Q1 | $215K | Hold |
650
| – | – | 0.06% | 59 |
|
2022
Q4 | $200K | Buy |
+650
| New | +$200K | 0.06% | 60 |
|
2022
Q3 | – | Sell |
-783
| Closed | -$225K | – | 61 |
|
2022
Q2 | $225K | Buy |
783
+133
| +20% | +$38.2K | 0.06% | 55 |
|
2022
Q1 | $219K | Hold |
650
| – | – | 0.06% | 51 |
|
2021
Q4 | $203K | Sell |
650
-700
| -52% | -$219K | 0.05% | 50 |
|
2021
Q3 | $381K | Buy |
1,350
+500
| +59% | +$141K | 0.1% | 47 |
|
2021
Q2 | $232K | Hold |
850
| – | – | 0.06% | 51 |
|
2021
Q1 | $231K | Sell |
850
-150
| -15% | -$40.8K | 0.07% | 49 |
|
2020
Q4 | $232K | Hold |
1,000
| – | – | 0.08% | 51 |
|
2020
Q3 | $201K | Buy |
+1,000
| New | +$201K | 0.07% | 53 |
|
2017
Q1 | – | Sell |
-779
| Closed | -$127K | – | 44 |
|
2016
Q4 | $127K | Buy |
+779
| New | +$127K | 0.08% | 36 |
|