Bourgeon Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
5,466
-13
| -0.2% | -$6.32K | 0.52% | 45 |
|
|
2025
Q1 | $2.92M | Sell |
5,479
-211
| -4% | -$112K | 0.63% | 46 |
|
|
2024
Q4 | $2.58M | Sell |
5,690
-144
| -2% | -$65.3K | 0.48% | 47 |
|
|
2024
Q3 | $2.69M | Sell |
5,834
-362
| -6% | -$167K | 0.52% | 46 |
|
|
2024
Q2 | $2.52M | Buy |
6,196
+390
| +7% | +$159K | 0.49% | 48 |
|
|
2024
Q1 | $2.44M | Buy |
5,806
+12
| +0.2% | +$5.05K | 0.48% | 49 |
|
|
2023
Q4 | $2.07M | Hold |
5,794
| – | – | 0.46% | 50 |
|
|
2023
Q3 | $2.03M | Hold |
5,794
| – | – | 0.48% | 51 |
|
|
2023
Q2 | $1.98M | Sell |
5,794
-274
| -5% | -$93.4K | 0.46% | 50 |
|
|
2023
Q1 | $1.87M | Buy |
6,068
+98
| +2% | +$30.3K | 0.45% | 51 |
|
|
2022
Q4 | $1.84M | Buy |
5,970
+866
| +17% | +$268K | 0.45% | 47 |
|
|
2022
Q3 | $1.36M | Buy |
5,104
+650
| +15% | +$174K | 0.38% | 50 |
|
|
2022
Q2 | $1.22M | Buy |
4,454
+300
| +7% | +$81.9K | 0.32% | 56 |
|
|
2022
Q1 | $1.47M | Buy |
4,154
+65
| +2% | +$22.9K | 0.33% | 50 |
|
|
2021
Q4 | $1.22M | Hold |
4,089
| – | – | 0.25% | 57 |
|
|
2021
Q3 | $1.12M | Sell |
4,089
-1,500
| -27% | -$409K | 0.24% | 58 |
|
|
2021
Q2 | $1.55M | Hold |
5,589
| – | – | 0.33% | 53 |
|
|
2021
Q1 | $1.43M | Hold |
5,589
| – | – | 0.32% | 60 |
|
|
2020
Q4 | $1.3M | Hold |
5,589
| – | – | 0.32% | 55 |
|
|
2020
Q3 | $1.19M | Hold |
5,589
| – | – | 0.36% | 50 |
|
|
2020
Q2 | $998K | Buy |
5,589
+5,325
| +2,017% | +$951K | 0.35% | 45 |
|
|
2020
Q1 | $48K | Buy |
264
+52
| +25% | +$9.46K | 0.02% | 109 |
|
|
2019
Q4 | $48K | Hold |
212
| – | – | 0.02% | 118 |
|
|
2019
Q3 | $44K | Buy |
+212
| New | +$44K | 0.02% | 122 |
|