BAM
Bellevue Asset 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 | $618K | Hold |
1,273
| – | – | 0.3% | 37 |
|
|
2025
Q1 | $678K | Hold |
1,273
| – | – | 0.37% | 31 |
|
|
2024
Q4 | $577K | Buy |
1,273
+346
| +37% | +$157K | 0.3% | 40 |
|
|
2024
Q3 | $427K | Hold |
927
| – | – | 0.22% | 43 |
|
|
2024
Q2 | $377K | Hold |
927
| – | – | 0.21% | 43 |
|
|
2024
Q1 | $390K | Hold |
927
| – | – | 0.22% | 43 |
|
|
2023
Q4 | $331K | Hold |
927
| – | – | 0.29% | 50 |
|
|
2023
Q3 | $325K | Sell |
927
-180
| -16% | -$63.1K | 0.22% | 39 |
|
|
2023
Q2 | $367K | Hold |
1,107
| – | – | 0.23% | 39 |
|
|
2023
Q1 | $342K | Buy |
1,107
+3
| +0.3% | +$926 | 0.23% | 40 |
|
|
2022
Q4 | $338K | Hold |
1,104
| – | – | 0.26% | 39 |
|
|
2022
Q3 | $299K | Sell |
1,104
-130
| -11% | -$35.2K | 0.23% | 44 |
|
|
2022
Q2 | $338K | Hold |
1,234
| – | – | 0.24% | 46 |
|
|
2022
Q1 | $440K | Sell |
1,234
-154
| -11% | -$54.9K | 0.27% | 43 |
|
|
2021
Q4 | $415K | Sell |
1,388
-13
| -0.9% | -$3.89K | 0.24% | 46 |
|
|
2021
Q3 | $386K | Sell |
1,401
-9
| -0.6% | -$2.48K | 0.24% | 47 |
|
|
2021
Q2 | $392K | Sell |
1,410
-2
| -0.1% | -$556 | 0.24% | 50 |
|
|
2021
Q1 | $361K | Sell |
1,412
-108
| -7% | -$27.6K | 0.22% | 50 |
|
|
2020
Q4 | $353K | Sell |
1,520
-188
| -11% | -$43.7K | 0.22% | 52 |
|
|
2020
Q3 | $364K | Buy |
1,708
+14
| +0.8% | +$2.98K | 0.25% | 52 |
|
|
2020
Q2 | $302K | Hold |
1,694
| – | – | 0.31% | 53 |
|
|
2020
Q1 | $319K | Buy |
+1,694
| New | +$319K | 0.33% | 57 |
|