Great Diamond 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 | $1.48M | Buy |
3,038
+56
| +2% | +$27.2K | 0.31% | 82 |
|
2025
Q1 | $1.59M | Buy |
2,982
+73
| +3% | +$38.9K | 0.43% | 71 |
|
2024
Q4 | $1.32M | Buy |
2,909
+9
| +0.3% | +$4.08K | 0.34% | 74 |
|
2024
Q3 | $1.33M | Sell |
2,900
-83
| -3% | -$38.2K | 0.34% | 76 |
|
2024
Q2 | $1.21M | Sell |
2,983
-133
| -4% | -$54.1K | 0.29% | 82 |
|
2024
Q1 | $1.31M | Sell |
3,116
-87
| -3% | -$36.6K | 0.3% | 81 |
|
2023
Q4 | $1.14M | Sell |
3,203
-23
| -0.7% | -$8.2K | 0.28% | 82 |
|
2023
Q3 | $1.13M | Buy |
3,226
+275
| +9% | +$96.3K | 0.31% | 80 |
|
2023
Q2 | $1.01M | Buy |
2,951
+116
| +4% | +$39.6K | 0.27% | 87 |
|
2023
Q1 | $875K | Sell |
2,835
-154
| -5% | -$47.6K | 0.25% | 86 |
|
2022
Q4 | $923K | Sell |
2,989
-173
| -5% | -$53.4K | 0.28% | 85 |
|
2022
Q3 | $844K | Buy |
3,162
+4
| +0.1% | +$1.07K | 0.29% | 82 |
|
2022
Q2 | $862K | Buy |
3,158
+67
| +2% | +$18.3K | 0.29% | 82 |
|
2022
Q1 | $1.09M | Buy |
3,091
+61
| +2% | +$21.5K | 0.3% | 81 |
|
2021
Q4 | $905K | Hold |
3,030
| – | – | 0.23% | 92 |
|
2021
Q3 | $827K | Buy |
3,030
+293
| +11% | +$80K | 0.23% | 92 |
|
2021
Q2 | $760K | Sell |
2,737
-61
| -2% | -$16.9K | 0.21% | 97 |
|
2021
Q1 | $714K | Buy |
2,798
+40
| +1% | +$10.2K | 0.22% | 99 |
|
2020
Q4 | $639K | Sell |
2,758
-559
| -17% | -$130K | 0.2% | 90 |
|
2020
Q3 | $706K | Buy |
3,317
+99
| +3% | +$21.1K | 0.26% | 70 |
|
2020
Q2 | $574K | Sell |
3,218
-313
| -9% | -$55.8K | 0.24% | 72 |
|
2020
Q1 | $645K | Buy |
3,531
+360
| +11% | +$65.8K | 0.33% | 60 |
|
2019
Q4 | $718K | Buy |
+3,171
| New | +$718K | 0.27% | 67 |
|