Boston Financial Management’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
Q4 | $12.6M | Buy |
27,747
+31
| +0.1% | +$14.1K | 0.38% | 64 |
|
2024
Q3 | $12.8M | Sell |
27,716
-520
| -2% | -$239K | 0.38% | 65 |
|
2024
Q2 | $11.5M | Sell |
28,236
-133
| -0.5% | -$54.1K | 0.37% | 64 |
|
2024
Q1 | $11.9M | Sell |
28,369
-428
| -1% | -$180K | 0.38% | 64 |
|
2023
Q4 | $10.3M | Sell |
28,797
-4,277
| -13% | -$1.53M | 0.35% | 65 |
|
2023
Q3 | $11.6M | Sell |
33,074
-388
| -1% | -$136K | 0.43% | 61 |
|
2023
Q2 | $11.4M | Buy |
33,462
+187
| +0.6% | +$63.8K | 0.41% | 61 |
|
2023
Q1 | $10.3M | Sell |
33,275
-5,990
| -15% | -$1.85M | 0.4% | 62 |
|
2022
Q4 | $12.1M | Buy |
39,265
+660
| +2% | +$204K | 0.49% | 58 |
|
2022
Q3 | $10.3M | Buy |
38,605
+7,623
| +25% | +$2.04M | 0.45% | 57 |
|
2022
Q2 | $8.46M | Buy |
30,982
+2,034
| +7% | +$555K | 0.36% | 66 |
|
2022
Q1 | $10.2M | Buy |
28,948
+4,565
| +19% | +$1.61M | 0.39% | 67 |
|
2021
Q4 | $7.29M | Sell |
24,383
-896
| -4% | -$268K | 0.27% | 67 |
|
2021
Q3 | $6.9M | Buy |
25,279
+90
| +0.4% | +$24.6K | 0.28% | 67 |
|
2021
Q2 | $7M | Buy |
25,189
+100
| +0.4% | +$27.8K | 0.28% | 70 |
|
2021
Q1 | $6.41M | Sell |
25,089
-2,213
| -8% | -$565K | 0.28% | 70 |
|
2020
Q4 | $6.33M | Sell |
27,302
-3,666
| -12% | -$850K | 0.29% | 70 |
|
2020
Q3 | $6.59M | Sell |
30,968
-997
| -3% | -$212K | 0.32% | 65 |
|
2020
Q2 | $5.71M | Sell |
31,965
-2,326
| -7% | -$415K | 0.31% | 66 |
|
2020
Q1 | $6.27M | Sell |
34,291
-411
| -1% | -$75.1K | 0.4% | 62 |
|
2019
Q4 | $7.86M | Buy |
34,702
+2,074
| +6% | +$470K | 0.43% | 66 |
|
2019
Q3 | $6.79M | Sell |
32,628
-1,122
| -3% | -$233K | 0.39% | 73 |
|
2019
Q2 | $7.19M | Sell |
33,750
-556
| -2% | -$119K | 0.42% | 70 |
|
2019
Q1 | $6.89M | Buy |
34,306
+720
| +2% | +$145K | 0.42% | 72 |
|
2018
Q4 | $6.86M | Buy |
33,586
+2,770
| +9% | +$566K | 0.48% | 69 |
|
2018
Q3 | $6.6M | Buy |
30,816
+3,621
| +13% | +$775K | 0.39% | 85 |
|
2018
Q2 | $5.08M | Buy |
27,195
+794
| +3% | +$148K | 0.34% | 90 |
|
2018
Q1 | $5.27M | Sell |
26,401
-290
| -1% | -$57.8K | 0.36% | 91 |
|
2017
Q4 | $5.29M | Sell |
26,691
-215
| -0.8% | -$42.6K | 0.35% | 92 |
|
2017
Q3 | $4.93M | Sell |
26,906
-3,695
| -12% | -$677K | 0.35% | 97 |
|
2017
Q2 | $5.18M | Sell |
30,601
-322
| -1% | -$54.5K | 0.37% | 96 |
|
2017
Q1 | $5.15M | Sell |
30,923
-463
| -1% | -$77.2K | 0.38% | 91 |
|
2016
Q4 | $5.12M | Sell |
31,386
-1,870
| -6% | -$305K | 0.4% | 92 |
|
2016
Q3 | $4.81M | Sell |
33,256
-200
| -0.6% | -$28.9K | 0.39% | 99 |
|
2016
Q2 | $4.84M | Buy |
33,456
+7,982
| +31% | +$1.16M | 0.39% | 97 |
|
2016
Q1 | $3.61M | Sell |
25,474
-960
| -4% | -$136K | 0.54% | 70 |
|
2015
Q4 | $3.49M | Sell |
26,434
-1,350
| -5% | -$178K | 0.5% | 73 |
|
2015
Q3 | $3.62M | Sell |
27,784
-380
| -1% | -$49.6K | 0.51% | 69 |
|
2015
Q2 | $3.83M | Sell |
28,164
-1,220
| -4% | -$166K | 0.49% | 69 |
|
2015
Q1 | $4.24M | Sell |
29,384
-1,127
| -4% | -$163K | 0.53% | 63 |
|
2014
Q4 | $4.58M | Buy |
30,511
+145
| +0.5% | +$21.8K | 0.58% | 60 |
|
2014
Q3 | $4.2M | Sell |
30,366
-4,885
| -14% | -$675K | 0.55% | 62 |
|
2014
Q2 | $4.46M | Buy |
35,251
+11,260
| +47% | +$1.42M | 0.59% | 57 |
|
2014
Q1 | $3M | Sell |
23,991
-517
| -2% | -$64.6K | 0.4% | 76 |
|
2013
Q4 | $2.91M | Buy |
24,508
+1,168
| +5% | +$138K | 0.4% | 75 |
|
2013
Q3 | $2.65M | Sell |
23,340
-8,460
| -27% | -$960K | 0.4% | 73 |
|
2013
Q2 | $3.56M | Buy |
+31,800
| New | +$3.56M | 0.55% | 57 |
|