BAM
Belpointe 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 | $14.9M | Sell |
30,620
-16,262
| -35% | -$7.9M | 0.62% | 28 |
|
|
2025
Q1 | $25M | Sell |
46,882
-474
| -1% | -$252K | 1.3% | 15 |
|
|
2024
Q4 | $22.5M | Sell |
47,356
-177
| -0.4% | -$84.2K | 1.36% | 10 |
|
|
2024
Q3 | $21.9M | Buy |
47,533
+696
| +1% | +$320K | 1.31% | 11 |
|
|
2024
Q2 | $19.1M | Sell |
46,837
-1,280
| -3% | -$521K | 1.33% | 11 |
|
|
2024
Q1 | $20.2M | Buy |
48,117
+464
| +1% | +$195K | 1.52% | 10 |
|
|
2023
Q4 | $17M | Sell |
47,653
-5,909
| -11% | -$2.11M | 1.49% | 10 |
|
|
2023
Q3 | $18.8M | Buy |
53,562
+2,265
| +4% | +$793K | 1.94% | 7 |
|
|
2023
Q2 | $17.5M | Sell |
51,297
-86,769
| -63% | -$29.6M | 1.85% | 9 |
|
|
2023
Q1 | $42.6M | Buy |
138,066
+2,807
| +2% | +$867K | 2.3% | 3 |
|
|
2022
Q4 | $41.8M | Buy |
135,259
+7,516
| +6% | +$2.32M | 2.52% | 3 |
|
|
2022
Q3 | $34.1M | Sell |
127,743
-30,609
| -19% | -$8.17M | 2.31% | 3 |
|
|
2022
Q2 | $43.2M | Buy |
158,352
+24,291
| +18% | +$6.63M | 2.9% | 3 |
|
|
2022
Q1 | $47.3M | Sell |
134,061
-7,498
| -5% | -$2.65M | 2.87% | 2 |
|
|
2021
Q4 | $42.3M | Buy |
141,559
+29,002
| +26% | +$8.67M | 2.64% | 3 |
|
|
2021
Q3 | $30.7M | Buy |
112,557
+59,387
| +112% | +$16.2M | 2.09% | 4 |
|
|
2021
Q2 | $14.8M | Sell |
53,170
-822
| -2% | -$228K | 1.06% | 9 |
|
|
2021
Q1 | $13.8M | Sell |
53,992
-742
| -1% | -$190K | 1.18% | 13 |
|
|
2020
Q4 | $12.7M | Sell |
54,734
-756
| -1% | -$175K | 1.14% | 11 |
|
|
2020
Q3 | $11.8M | Buy |
55,490
+20,527
| +59% | +$4.37M | 1.31% | 10 |
|
|
2020
Q2 | $6.24M | Buy |
34,963
+6,511
| +23% | +$1.16M | 0.81% | 20 |
|
|
2020
Q1 | $5.2M | Sell |
28,452
-732
| -3% | -$134K | 0.91% | 16 |
|
|
2019
Q4 | $6.61M | Buy |
29,184
+1,153
| +4% | +$261K | 0.84% | 17 |
|
|
2019
Q3 | $5.83M | Buy |
28,031
+7,145
| +34% | +$1.49M | 0.94% | 14 |
|
|
2019
Q2 | $4.45M | Sell |
20,886
-1,397
| -6% | -$298K | 0.88% | 18 |
|
|
2019
Q1 | $4.48M | Buy |
22,283
+50
| +0.2% | +$10K | 0.87% | 20 |
|
|
2018
Q4 | $4.54M | Buy |
22,233
+64
| +0.3% | +$13.1K | 1.15% | 10 |
|
|
2018
Q3 | $4.75M | Buy |
22,169
+5,279
| +31% | +$1.13M | 0.75% | 17 |
|
|
2018
Q2 | $3.15M | Sell |
16,890
-725
| -4% | -$135K | 0.88% | 15 |
|
|
2018
Q1 | $3.51M | Sell |
17,615
-4,006
| -19% | -$799K | 1.02% | 12 |
|
|
2017
Q4 | $4.29M | Buy |
21,621
+615
| +3% | +$122K | 0.94% | 12 |
|
|
2017
Q3 | $3.85M | Buy |
+21,006
| New | +$3.85M | 0.9% | 14 |
|