Financial Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $8.78M | Sell |
28,433
-1,342
| -5% | -$415K | 1.96% | 17 |
|
|
2022
Q3 | $7.95M | Sell |
29,775
-1,965
| -6% | -$525K | 1.88% | 20 |
|
|
2022
Q2 | $8.67M | Sell |
31,740
-298
| -0.9% | -$81.4K | 1.86% | 21 |
|
|
2022
Q1 | $11.3M | Sell |
32,038
-1,750
| -5% | -$618K | 2.1% | 17 |
|
|
2021
Q4 | $10.1M | Sell |
33,788
-970
| -3% | -$290K | 1.79% | 21 |
|
|
2021
Q3 | $9.49M | Sell |
34,758
-2,830
| -8% | -$772K | 1.73% | 23 |
|
|
2021
Q2 | $10.4M | Sell |
37,588
-4,051
| -10% | -$1.13M | 1.92% | 20 |
|
|
2021
Q1 | $10.6M | Sell |
41,639
-875
| -2% | -$224K | 2.15% | 16 |
|
|
2020
Q4 | $9.86M | Sell |
42,514
-463
| -1% | -$107K | 2.25% | 19 |
|
|
2020
Q3 | $9.15M | Sell |
42,977
-982
| -2% | -$209K | 2.43% | 17 |
|
|
2020
Q2 | $7.85M | Buy |
43,959
+647
| +1% | +$115K | 2.26% | 18 |
|
|
2020
Q1 | $7.92M | Buy |
+43,312
| New | +$7.92M | 2.53% | 15 |
|
|
2018
Q4 | $8.25M | Buy |
40,383
+1,062
| +3% | +$217K | 2.72% | 14 |
|
|
2018
Q3 | $8.42M | Sell |
39,321
-190
| -0.5% | -$40.7K | 2.39% | 19 |
|
|
2018
Q2 | $7.38M | Sell |
39,511
-1,135
| -3% | -$212K | 2.24% | 21 |
|
|
2018
Q1 | $8.11M | Sell |
40,646
-24,195
| -37% | -$4.83M | 2.44% | 17 |
|
|
2017
Q4 | $12.9M | Sell |
64,841
-391
| -0.6% | -$77.5K | 2.37% | 8 |
|
|
2017
Q3 | $12M | Buy |
65,232
+460
| +0.7% | +$84.3K | 2.29% | 8 |
|
|
2017
Q2 | $11M | Buy |
64,772
+573
| +0.9% | +$97K | 2.29% | 9 |
|
|
2017
Q1 | $10.7M | Sell |
64,199
-919
| -1% | -$153K | 2.35% | 8 |
|
|
2016
Q4 | $10.6M | Buy |
65,118
+1,422
| +2% | +$232K | 2.55% | 7 |
|
|
2016
Q3 | $9.2M | Sell |
63,696
-7,099
| -10% | -$1.03M | 2.34% | 13 |
|
|
2016
Q2 | $10.3M | Sell |
70,795
-126
| -0.2% | -$18.2K | 2.74% | 8 |
|
|
2016
Q1 | $10.1M | Buy |
70,921
+1,967
| +3% | +$279K | 2.5% | 9 |
|
|
2015
Q4 | $9.11M | Buy |
68,954
+263
| +0.4% | +$34.7K | 2.17% | 11 |
|
|
2015
Q3 | $8.96M | Buy |
68,691
+603
| +0.9% | +$78.6K | 2.25% | 10 |
|
|
2015
Q2 | $9.27M | Buy |
68,088
+714
| +1% | +$97.2K | 2.27% | 9 |
|
|
2015
Q1 | $9.72M | Buy |
67,374
+1,147
| +2% | +$166K | 2.44% | 6 |
|
|
2014
Q4 | $9.94M | Buy |
66,227
+3,923
| +6% | +$589K | 2.7% | 6 |
|
|
2014
Q3 | $8.61M | Buy |
62,304
+1,515
| +2% | +$209K | 2.48% | 10 |
|
|
2014
Q2 | $7.69M | Buy |
60,789
+1,165
| +2% | +$147K | 2.35% | 11 |
|
|
2014
Q1 | $7.45M | Buy |
59,624
+2,315
| +4% | +$289K | 2.41% | 9 |
|
|
2013
Q4 | $6.8M | Buy |
57,309
+1,830
| +3% | +$217K | 2.24% | 12 |
|
|
2013
Q3 | $6.3M | Buy |
55,479
+1,928
| +4% | +$219K | 2.51% | 12 |
|
|
2013
Q2 | $5.99M | Buy |
+53,551
| New | +$5.99M | 2.69% | 12 |
|