Carlton Hofferkamp & Jenks Wealth 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
$1.27M Sell
2,675
-50
-2% -$23.8K 0.46% 45
2025
Q1
$1.41M Hold
2,725
0.58% 40
2024
Q4
$1.29M Hold
2,725
0.48% 44
2024
Q3
$1.21M Hold
2,725
0.46% 49
2024
Q2
$1.2M Hold
2,725
0.47% 50
2024
Q1
$1.1M Hold
2,725
0.46% 50
2023
Q4
$1.03M Sell
2,725
-50
-2% -$18.8K 0.43% 57
2023
Q3
$935K Hold
2,775
0.44% 59
2023
Q2
$971K Sell
2,775
-200
-7% -$70K 0.43% 59
2023
Q1
$961K Hold
2,975
0.44% 58
2022
Q4
$920K Sell
2,975
-50
-2% -$15.5K 0.4% 66
2022
Q3
$855K Hold
3,025
0.4% 67
2022
Q2
$850K Hold
3,025
0.39% 67
2022
Q1
$1.07M Hold
3,025
0.44% 62
2021
Q4
$929K Hold
3,025
0.39% 70
2021
Q3
$874K Hold
3,025
0.35% 72
2021
Q2
$841K Buy
3,025
+420
+16% +$117K 0.36% 68
2021
Q1
$713K Sell
2,605
-100
-4% -$27.4K 0.32% 74
2020
Q4
$634K Hold
2,705
0.31% 74
2020
Q3
$615K Hold
2,705
0.32% 71
2020
Q2
$531K Hold
2,705
0.3% 73
2020
Q1
$513K Hold
2,705
0.32% 71
2019
Q4
$602K Hold
2,705
0.34% 68
2019
Q3
$560K Hold
2,705
0.34% 61
2019
Q2
$561K Sell
2,705
-50
-2% -$10.4K 0.34% 65
2019
Q1
$553K Hold
2,755
0.35% 63
2018
Q4
$562K Hold
2,755
0.4% 58
2018
Q3
$589K Sell
2,755
-50
-2% -$10.7K 0.36% 62
2018
Q2
$522K Hold
2,805
0.34% 66
2018
Q1
$551K Sell
2,805
-100
-3% -$19.6K 0.37% 62
2017
Q4
$575K Hold
2,905
0.36% 64
2017
Q3
$532K Hold
2,905
0.34% 66
2017
Q2
$492K Hold
2,905
0.33% 64
2017
Q1
$484K Buy
2,905
+335
+13% +$55.8K 0.34% 63
2016
Q4
$418K Buy
2,570
+250
+11% +$40.7K 0.3% 62
2016
Q3
$335K Hold
2,320
0.26% 69
2016
Q2
$335K Hold
2,320
0.26% 68
2016
Q1
$329K Hold
2,320
0.27% 65
2015
Q4
$303K Hold
2,320
0.26% 65
2015
Q3
$302K Hold
2,320
0.29% 57
2015
Q2
$319K Buy
2,320
+500
+27% +$68.8K 0.3% 59
2015
Q1
$262K Hold
1,820
0.26% 60
2014
Q4
$273K Buy
1,820
+65
+4% +$9.75K 0.24% 57
2014
Q3
$240K Buy
1,755
+135
+8% +$18.5K 0.28% 54
2014
Q2
$205K Hold
1,620
0.26% 44
2014
Q1
$202K Buy
+1,620
New +$202K 0.26% 45