Girard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.48M | Sell |
6,095
-48
| -0.8% | -$19.5K | 0.23% | 83 |
|
|
2024
Q1 | $2.58M | Buy |
6,143
+212
| +4% | +$89.2K | 0.24% | 84 |
|
|
2023
Q4 | $2.12M | Sell |
5,931
-8
| -0.1% | -$2.85K | 0.21% | 93 |
|
|
2023
Q3 | $2.08M | Sell |
5,939
-700
| -11% | -$245K | 0.23% | 92 |
|
|
2023
Q2 | $2.26M | Sell |
6,639
-135
| -2% | -$46K | 0.24% | 86 |
|
|
2023
Q1 | $2.09M | Sell |
6,774
-289
| -4% | -$89.2K | 0.23% | 88 |
|
|
2022
Q4 | $2.18M | Buy |
7,063
+1,085
| +18% | +$335K | 0.25% | 95 |
|
|
2022
Q3 | $1.6M | Sell |
5,978
-299
| -5% | -$79.8K | 0.21% | 96 |
|
|
2022
Q2 | $1.71M | Sell |
6,277
-689
| -10% | -$188K | 0.22% | 97 |
|
|
2022
Q1 | $2.46M | Buy |
6,966
+1,412
| +25% | +$498K | 0.27% | 91 |
|
|
2021
Q4 | $1.66M | Sell |
5,554
-75
| -1% | -$22.4K | 0.18% | 108 |
|
|
2021
Q3 | $1.54M | Sell |
5,629
-168
| -3% | -$45.8K | 0.19% | 106 |
|
|
2021
Q2 | $1.61M | Sell |
5,797
-313
| -5% | -$87K | 0.21% | 103 |
|
|
2021
Q1 | $1.56M | Buy |
6,110
+8
| +0.1% | +$2.04K | 0.23% | 96 |
|
|
2020
Q4 | $1.42M | Sell |
6,102
-788
| -11% | -$183K | 0.22% | 95 |
|
|
2020
Q3 | $1.47M | Sell |
6,890
-2,007
| -23% | -$427K | 0.25% | 90 |
|
|
2020
Q2 | $1.59M | Sell |
8,897
-508
| -5% | -$90.7K | 0.29% | 83 |
|
|
2020
Q1 | $1.72M | Buy |
9,405
+2,192
| +30% | +$401K | 0.34% | 77 |
|
|
2019
Q4 | $2.11M | Sell |
7,213
-2,947
| -29% | -$860K | 0.35% | 77 |
|
|
2019
Q3 | $2.11M | Sell |
10,160
-2,609
| -20% | -$543K | 0.39% | 73 |
|
|
2019
Q2 | $2.72M | Sell |
12,769
-226
| -2% | -$48.2K | 0.48% | 66 |
|
|
2019
Q1 | $2.61M | Sell |
12,995
-360
| -3% | -$72.3K | 0.49% | 64 |
|
|
2018
Q4 | $2.73M | Sell |
13,355
-98
| -0.7% | -$20K | 0.57% | 56 |
|
|
2018
Q3 | $2.88M | Sell |
13,453
-100
| -0.7% | -$21.4K | 0.51% | 58 |
|
|
2018
Q2 | $2.53M | Buy |
+13,553
| New | +$2.53M | 0.48% | 63 |
|
|
2018
Q1 | – | Sell |
-13,885
| Closed | -$2.75M | – | 265 |
|
|
2017
Q4 | $2.75M | Sell |
13,885
-701
| -5% | -$139K | 0.53% | 57 |
|
|
2017
Q3 | $2.67M | Buy |
14,586
+1,105
| +8% | +$203K | 0.55% | 58 |
|
|
2017
Q2 | $2.28M | Sell |
13,481
-327
| -2% | -$55.4K | 0.49% | 64 |
|
|
2017
Q1 | $2.3M | Buy |
13,808
+1,630
| +13% | +$272K | 0.56% | 59 |
|
|
2016
Q4 | $1.99M | Buy |
12,178
+2,902
| +31% | +$473K | 0.58% | 63 |
|
|
2016
Q3 | $1.34M | Buy |
9,276
+418
| +5% | +$60.4K | 0.45% | 68 |
|
|
2016
Q2 | $1.28M | Buy |
8,858
+596
| +7% | +$86.3K | 0.49% | 64 |
|
|
2016
Q1 | $1.17M | Sell |
8,262
-38
| -0.5% | -$5.39K | 0.51% | 63 |
|
|
2015
Q4 | $1.1M | Buy |
8,300
+269
| +3% | +$35.5K | 0.53% | 62 |
|
|
2015
Q3 | $1.05M | Buy |
8,031
+397
| +5% | +$51.8K | 0.59% | 58 |
|
|
2015
Q2 | $1.04M | Buy |
7,634
+85
| +1% | +$11.6K | 0.58% | 61 |
|
|
2015
Q1 | $1.09M | Buy |
7,549
+793
| +12% | +$114K | 0.65% | 56 |
|
|
2014
Q4 | $1.01M | Sell |
6,756
-500
| -7% | -$75K | 0.63% | 54 |
|
|
2014
Q3 | $1M | Sell |
7,256
-158
| -2% | -$21.8K | 0.67% | 49 |
|
|
2014
Q2 | $938K | Buy |
7,414
+440
| +6% | +$55.7K | 0.65% | 52 |
|
|
2014
Q1 | $872K | Sell |
6,974
-100
| -1% | -$12.5K | 0.62% | 54 |
|
|
2013
Q4 | $839K | Buy |
+7,074
| New | +$839K | 0.67% | 50 |
|