Broadleaf Partners’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 | $1.13M | Sell |
2,324
-5,879
| -72% | -$2.86M | 0.25% | 47 |
|
2025
Q1 | $4.37M | Buy |
8,203
+5,865
| +251% | +$3.12M | 1.14% | 32 |
|
2024
Q4 | $1.06M | Sell |
2,338
-1
| -0% | -$453 | 0.25% | 44 |
|
2024
Q3 | $1.08M | Hold |
2,339
| – | – | 0.25% | 46 |
|
2024
Q2 | $952K | Hold |
2,339
| – | – | 0.23% | 43 |
|
2024
Q1 | $984K | Hold |
2,339
| – | – | 0.25% | 47 |
|
2023
Q4 | $834K | Hold |
2,339
| – | – | 0.24% | 48 |
|
2023
Q3 | $819K | Hold |
2,339
| – | – | 0.27% | 42 |
|
2023
Q2 | $798K | Sell |
2,339
-31
| -1% | -$10.6K | 0.26% | 45 |
|
2023
Q1 | $732K | Hold |
2,370
| – | – | 0.26% | 44 |
|
2022
Q4 | $732K | Hold |
2,370
| – | – | 0.29% | 44 |
|
2022
Q3 | $633K | Sell |
2,370
-14
| -0.6% | -$3.74K | 0.26% | 43 |
|
2022
Q2 | $651K | Hold |
2,384
| – | – | 0.27% | 41 |
|
2022
Q1 | $841K | Hold |
2,384
| – | – | 0.28% | 43 |
|
2021
Q4 | $713K | Hold |
2,384
| – | – | 0.22% | 46 |
|
2021
Q3 | $651K | Hold |
2,384
| – | – | 0.22% | 46 |
|
2021
Q2 | $663K | Hold |
2,384
| – | – | 0.23% | 47 |
|
2021
Q1 | $609K | Hold |
2,384
| – | – | 0.23% | 48 |
|
2020
Q4 | $553K | Buy |
2,384
+170
| +8% | +$39.4K | 0.22% | 46 |
|
2020
Q3 | $471K | Sell |
2,214
-10
| -0.4% | -$2.13K | 0.21% | 47 |
|
2020
Q2 | $397K | Buy |
2,224
+200
| +10% | +$35.7K | 0.19% | 49 |
|
2020
Q1 | $370K | Hold |
2,024
| – | – | 0.24% | 47 |
|
2019
Q4 | $458K | Sell |
2,024
-22
| -1% | -$4.98K | 0.25% | 45 |
|
2019
Q3 | $426K | Buy |
2,046
+6
| +0.3% | +$1.25K | 0.27% | 42 |
|
2019
Q2 | $435K | Sell |
2,040
-50
| -2% | -$10.7K | 0.28% | 43 |
|
2019
Q1 | $420K | Hold |
2,090
| – | – | 0.29% | 42 |
|
2018
Q4 | $427K | Hold |
2,090
| – | – | 0.34% | 42 |
|
2018
Q3 | $447K | Sell |
2,090
-20
| -0.9% | -$4.28K | 0.3% | 44 |
|
2018
Q2 | $394K | Hold |
2,110
| – | – | 0.29% | 44 |
|
2018
Q1 | $421K | Hold |
2,110
| – | – | 0.32% | 42 |
|
2017
Q4 | $418K | Buy |
+2,110
| New | +$418K | 0.35% | 40 |
|