Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $22.6M | Sell |
84,771
-657
| -0.8% | -$175K | 1.94% | 9 |
|
|
2022
Q2 | $23.3M | Sell |
85,428
-707
| -0.8% | -$193K | 1.88% | 10 |
|
|
2022
Q1 | $30.4M | Buy |
86,135
+1,059
| +1% | +$374K | 2.19% | 9 |
|
|
2021
Q4 | $25.4M | Sell |
85,076
-742
| -0.9% | -$222K | 1.83% | 17 |
|
|
2021
Q3 | $23.4M | Sell |
85,818
-526
| -0.6% | -$144K | 1.86% | 14 |
|
|
2021
Q2 | $24M | Sell |
86,344
-651
| -0.7% | -$181K | 1.99% | 12 |
|
|
2021
Q1 | $22.2M | Sell |
86,995
-5,435
| -6% | -$1.39M | 2.13% | 11 |
|
|
2020
Q4 | $21.4M | Sell |
92,430
-1,291
| -1% | -$299K | 2.18% | 11 |
|
|
2020
Q3 | $20M | Buy |
93,721
+479
| +0.5% | +$102K | 2.32% | 9 |
|
|
2020
Q2 | $16.6M | Sell |
93,242
-1,018
| -1% | -$182K | 2.19% | 11 |
|
|
2020
Q1 | $17.2M | Buy |
94,260
+16,714
| +22% | +$3.06M | 2.74% | 7 |
|
|
2019
Q4 | $17.6M | Sell |
77,546
-163
| -0.2% | -$36.9K | 2.2% | 13 |
|
|
2019
Q3 | $16.2M | Sell |
77,709
-1,006
| -1% | -$209K | 2.23% | 14 |
|
|
2019
Q2 | $16.8M | Buy |
78,715
+1,325
| +2% | +$282K | 2.32% | 11 |
|
|
2019
Q1 | $16.2M | Buy |
77,390
+2,409
| +3% | +$504K | 2.35% | 11 |
|
|
2018
Q4 | $15.3M | Buy |
74,981
+669
| +0.9% | +$137K | 2.58% | 10 |
|
|
2018
Q3 | $15.9M | Sell |
74,312
-103
| -0.1% | -$22.1K | 2.47% | 11 |
|
|
2018
Q2 | $13.9M | Buy |
74,415
+2,559
| +4% | +$478K | 2.29% | 14 |
|
|
2018
Q1 | $14.3M | Buy |
71,856
+21,714
| +43% | +$4.33M | 2.41% | 13 |
|
|
2017
Q4 | $9.94M | Buy |
50,142
+954
| +2% | +$189K | 1.68% | 24 |
|
|
2017
Q3 | $9.02M | Buy |
49,188
+659
| +1% | +$121K | 1.58% | 26 |
|
|
2017
Q2 | $8.22M | Buy |
48,529
+6,569
| +16% | +$1.11M | 1.52% | 29 |
|
|
2017
Q1 | $6.99M | Buy |
+41,960
| New | +$6.99M | 1.43% | 26 |
|