Biechele Royce Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $1.37M | Buy |
2,965
+29
| +1% | +$13.4K | 0.45% | 29 |
|
2024
Q2 | $1.19M | Sell |
2,936
-35
| -1% | -$14.2K | 0.4% | 28 |
|
2024
Q1 | $1.25M | Sell |
2,971
-108
| -4% | -$45.4K | 0.41% | 28 |
|
2023
Q4 | $1.1M | Hold |
3,079
| – | – | 0.36% | 30 |
|
2023
Q3 | $1.08M | Sell |
3,079
-147
| -5% | -$51.5K | 0.4% | 29 |
|
2023
Q2 | $1.1M | Buy |
3,226
+17
| +0.5% | +$5.81K | 0.38% | 30 |
|
2023
Q1 | $990K | Buy |
3,209
+37
| +1% | +$11.4K | 0.37% | 32 |
|
2022
Q4 | $980K | Buy |
3,172
+1,260
| +66% | +$389K | 0.4% | 34 |
|
2022
Q3 | $510K | Hold |
1,912
| – | – | 0.24% | 41 |
|
2022
Q2 | $522K | Sell |
1,912
-1,258
| -40% | -$343K | 0.23% | 39 |
|
2022
Q1 | $1.12M | Hold |
3,170
| – | – | 0.45% | 33 |
|
2021
Q4 | $948K | Sell |
3,170
-81
| -2% | -$24.2K | 0.38% | 34 |
|
2021
Q3 | $887K | Buy |
3,251
+1,179
| +57% | +$322K | 0.39% | 35 |
|
2021
Q2 | $576K | Sell |
2,072
-275
| -12% | -$76.4K | 0.25% | 37 |
|
2021
Q1 | $600K | Hold |
2,347
| – | – | 0.3% | 34 |
|
2020
Q4 | $544K | Sell |
2,347
-33
| -1% | -$7.65K | 0.31% | 33 |
|
2020
Q3 | $507K | Sell |
2,380
-60
| -2% | -$12.8K | 0.32% | 35 |
|
2020
Q2 | $436K | Buy |
2,440
+275
| +13% | +$49.1K | 0.27% | 34 |
|
2020
Q1 | $396K | Sell |
2,165
-25
| -1% | -$4.57K | 0.3% | 34 |
|
2019
Q4 | $496K | Hold |
2,190
| – | – | 0.3% | 32 |
|
2019
Q3 | $456K | Hold |
2,190
| – | – | 0.3% | 33 |
|
2019
Q2 | $467K | Sell |
2,190
-198
| -8% | -$42.2K | 0.31% | 34 |
|
2019
Q1 | $480K | Hold |
2,388
| – | – | 0.31% | 37 |
|
2018
Q4 | $488K | Hold |
2,388
| – | – | 0.35% | 38 |
|
2018
Q3 | $511K | Hold |
2,388
| – | – | 0.32% | 40 |
|
2018
Q2 | $446K | Hold |
2,388
| – | – | 0.3% | 42 |
|
2018
Q1 | $476K | Hold |
2,388
| – | – | 0.33% | 41 |
|
2017
Q4 | $473K | Buy |
+2,388
| New | +$473K | 0.32% | 40 |
|