Beacon Capital Management Inc (Ohio)’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 | $46 | Buy |
+1
| New | +$46 | ﹤0.01% | 104 |
|
2024
Q1 | – | Hold |
0
| – | -$34 | – | 33 |
|
2023
Q4 | – | Hold |
0
| – | -$33 | – | 68 |
|
2023
Q3 | – | Hold |
0
| – | – | – | 61 |
|
2021
Q2 | – | Sell |
-125
| Closed | -$32K | – | 31 |
|
2021
Q1 | $32K | Hold |
125
| – | – | ﹤0.01% | 39 |
|
2020
Q4 | $29K | Hold |
125
| – | – | ﹤0.01% | 42 |
|
2020
Q3 | $27K | Hold |
125
| – | – | ﹤0.01% | 41 |
|
2020
Q2 | $22K | Hold |
125
| – | – | ﹤0.01% | 48 |
|
2020
Q1 | $23K | Hold |
125
| – | – | ﹤0.01% | 45 |
|
2019
Q4 | $28K | Hold |
125
| – | – | ﹤0.01% | 43 |
|
2019
Q3 | $26K | Buy |
+125
| New | +$26K | ﹤0.01% | 42 |
|
2016
Q4 | – | Sell |
-150
| Closed | -$22K | – | 68 |
|
2016
Q3 | $22K | Sell |
150
-865
| -85% | -$127K | ﹤0.01% | 59 |
|
2016
Q2 | $147K | Sell |
1,015
-310
| -23% | -$44.9K | 0.01% | 35 |
|
2016
Q1 | $188K | Sell |
1,325
-165
| -11% | -$23.4K | 0.01% | 37 |
|
2015
Q4 | $197K | Sell |
1,490
-405
| -21% | -$53.5K | 0.01% | 40 |
|
2015
Q3 | $247K | Hold |
1,895
| – | – | 0.02% | 27 |
|
2015
Q2 | $258K | Sell |
1,895
-500
| -21% | -$68.1K | 0.02% | 42 |
|
2015
Q1 | $346K | Hold |
2,395
| – | – | 0.03% | 39 |
|
2014
Q4 | $360K | Sell |
2,395
-950
| -28% | -$143K | 0.04% | 40 |
|
2014
Q3 | $462K | Hold |
3,345
| – | – | 0.07% | 35 |
|
2014
Q2 | $423K | Sell |
3,345
-150
| -4% | -$19K | 0.08% | 37 |
|
2014
Q1 | $437K | Sell |
3,495
-25
| -0.7% | -$3.13K | 0.1% | 37 |
|
2013
Q4 | $417K | Buy |
+3,520
| New | +$417K | 0.12% | 38 |
|