Bollard Group’s Berkshire Hathaway Class B BRK.B Stock Holding History

Bollard Group’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$321K	Hold	660	–	–	0.01%	166
2025 Q1	$352K	Hold	660	–	–	0.01%	148
2024 Q4	$299K	Hold	660	–	–	0.01%	147
2024 Q3	$304K	Hold	660	–	–	0.01%	158
2024 Q2	$268K	Hold	660	–	–	0.01%	160
2024 Q1	$278K	Hold	660	–	–	0.01%	153
2023 Q4	$235K	Hold	660	–	–	0.01%	155
2023 Q3	$231K	Hold	660	–	–	0.01%	152
2023 Q2	$225K	Buy	660 +160	+32%	+$54.5K	0.01%	159
2023 Q1	$154K	Hold	500	–	–	0.01%	174
2022 Q4	$154K	Hold	500	–	–	0.01%	170
2022 Q3	$134K	Hold	500	–	–	0.01%	180
2022 Q2	$137K	Sell	500 -1,400	-74%	-$384K	0.01%	188
2022 Q1	$671K	Hold	1,900	–	–	0.02%	159
2021 Q4	$568K	Hold	1,900	–	–	0.02%	166
2021 Q3	$519K	Hold	1,900	–	–	0.02%	166
2021 Q2	$528K	Hold	1,900	–	–	0.02%	158
2021 Q1	$485K	Sell	1,900 -1	-0.1%	-$255	0.02%	159
2020 Q4	$441K	Hold	1,901	–	–	0.02%	156
2020 Q3	$405K	Hold	1,901	–	–	0.01%	155
2020 Q2	$339K	Buy	1,901 +1,000	+111%	+$178K	0.01%	154
2020 Q1	$165K	Hold	901	–	–	0.01%	147
2019 Q4	$204K	Sell	901 -399	-31%	-$90.3K	0.01%	157
2019 Q3	$270K	Hold	1,300	–	–	0.01%	148
2019 Q2	$277K	Hold	1,300	–	–	0.01%	164
2019 Q1	$261K	Hold	1,300	–	–	0.01%	164
2018 Q4	$265K	Buy	1,300 +400	+44%	+$81.5K	0.01%	156
2018 Q3	$193K	Hold	900	–	–	0.01%	176
2018 Q2	$168K	Hold	900	–	–	0.01%	177
2018 Q1	$180K	Buy	900 +200	+29%	+$40K	0.01%	176
2017 Q4	$139K	Hold	700	–	–	0.01%	175
2017 Q3	$128K	Hold	700	–	–	0.01%	187
2017 Q2	$119K	Hold	700	–	–	0.01%	196
2017 Q1	$117K	Hold	700	–	–	0.01%	199
2016 Q4	$114K	Hold	700	–	–	0.01%	199
2016 Q3	$101K	Hold	700	–	–	0.01%	199
2016 Q2	$101K	Hold	700	–	–	0.01%	197
2016 Q1	$99K	Hold	700	–	–	0.01%	196
2015 Q4	$92K	Hold	700	–	–	0.01%	202
2015 Q3	$91K	Buy	700 +500	+250%	+$65K	0.01%	216
2015 Q2	$27K	Hold	200	–	–	﹤0.01%	238
2015 Q1	$29K	Hold	200	–	–	﹤0.01%	236
2014 Q4	$30K	Hold	200	–	–	﹤0.01%	233
2014 Q3	$28K	Hold	200	–	–	﹤0.01%	245
2014 Q2	$25K	Hold	200	–	–	﹤0.01%	241
2014 Q1	$25K	Hold	200	–	–	﹤0.01%	238
2013 Q4	$24K	Buy	+200	New	+$24K	﹤0.01%	234