HHGA
Halbert Hargrove Global Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Buy |
365
+82
| +29% | +$39.8K | 0.01% | 79 |
|
|
2025
Q1 | $151K | Sell |
283
-50
| -15% | -$26.6K | 0.01% | 83 |
|
|
2024
Q4 | $151K | Buy |
+333
| New | +$151K | 0.01% | 83 |
|
|
2024
Q3 | – | Sell |
-598
| Closed | -$243K | – | 78 |
|
|
2024
Q2 | $243K | Sell |
598
-1
| -0.2% | -$407 | 0.01% | 68 |
|
|
2024
Q1 | $252K | Buy |
+599
| New | +$252K | 0.02% | 73 |
|
|
2023
Q4 | – | Sell |
-680
| Closed | -$238K | – | 90 |
|
|
2023
Q3 | $238K | Sell |
680
-36
| -5% | -$12.6K | 0.02% | 79 |
|
|
2023
Q2 | $244K | Sell |
716
-2,655
| -79% | -$906K | 0.02% | 76 |
|
|
2023
Q1 | $1.04M | Buy |
3,371
+220
| +7% | +$67.9K | 0.07% | 43 |
|
|
2022
Q4 | $973K | Sell |
3,151
-4,655
| -60% | -$1.44M | 0.07% | 45 |
|
|
2022
Q3 | $2.09M | Buy |
7,806
+142
| +2% | +$37.9K | 0.16% | 32 |
|
|
2022
Q2 | $2.09M | Buy |
7,664
+127
| +2% | +$34.7K | 0.16% | 32 |
|
|
2022
Q1 | $2.66M | Sell |
7,537
-55
| -0.7% | -$19.4K | 0.18% | 29 |
|
|
2021
Q4 | $2.27M | Sell |
7,592
-42
| -0.6% | -$12.6K | 0.14% | 30 |
|
|
2021
Q3 | $2.08M | Buy |
7,634
+4,713
| +161% | +$1.29M | 0.14% | 26 |
|
|
2021
Q2 | $812K | Buy |
2,921
+101
| +4% | +$28.1K | 0.05% | 52 |
|
|
2021
Q1 | $720K | Buy |
2,820
+1
| +0% | +$255 | 0.05% | 49 |
|
|
2020
Q4 | $653K | Buy |
2,819
+14
| +0.5% | +$3.24K | 0.05% | 46 |
|
|
2020
Q3 | $597K | Buy |
2,805
+348
| +14% | +$74.1K | 0.06% | 40 |
|
|
2020
Q2 | $439K | Sell |
2,457
-86
| -3% | -$15.4K | 0.06% | 38 |
|
|
2020
Q1 | $464K | Buy |
2,543
+18
| +0.7% | +$3.28K | 0.08% | 34 |
|
|
2019
Q4 | $571K | Sell |
2,525
-152
| -6% | -$34.4K | 0.15% | 27 |
|
|
2019
Q3 | $557K | Buy |
2,677
+39
| +1% | +$8.12K | 0.15% | 30 |
|
|
2019
Q2 | $562K | Hold |
2,638
| – | – | 0.15% | 25 |
|
|
2019
Q1 | $530K | Buy |
2,638
+101
| +4% | +$20.3K | 1.87% | 12 |
|
|
2018
Q4 | $518K | Sell |
2,537
-23
| -0.9% | -$4.7K | 0.12% | 33 |
|
|
2018
Q3 | $548K | Sell |
2,560
-98
| -4% | -$21K | 0.14% | 29 |
|
|
2018
Q2 | $496K | Sell |
2,658
-20
| -0.7% | -$3.73K | 0.13% | 29 |
|
|
2018
Q1 | $534K | Sell |
2,678
-11
| -0.4% | -$2.19K | 0.14% | 25 |
|
|
2017
Q4 | $533K | Buy |
2,689
+605
| +29% | +$120K | 0.14% | 26 |
|
|
2017
Q3 | $382K | Sell |
2,084
-94
| -4% | -$17.2K | 0.11% | 35 |
|
|
2017
Q2 | $369K | Buy |
2,178
+25
| +1% | +$4.24K | 0.1% | 39 |
|
|
2017
Q1 | $359K | Sell |
2,153
-233
| -10% | -$38.9K | 0.09% | 48 |
|
|
2016
Q4 | $389K | Buy |
2,386
+99
| +4% | +$16.1K | 0.11% | 38 |
|
|
2016
Q3 | $330K | Sell |
2,287
-237
| -9% | -$34.2K | 0.09% | 43 |
|
|
2016
Q2 | $365K | Sell |
2,524
-51
| -2% | -$7.38K | 0.1% | 40 |
|
|
2016
Q1 | $365K | Sell |
2,575
-508
| -16% | -$72K | 0.13% | 42 |
|
|
2015
Q4 | $407K | Buy |
3,083
+14
| +0.5% | +$1.85K | 0.18% | 39 |
|
|
2015
Q3 | $400K | Sell |
3,069
-3,151
| -51% | -$411K | 0.2% | 35 |
|
|
2015
Q2 | $847K | Sell |
6,220
-598
| -9% | -$81.4K | 0.21% | 36 |
|
|
2015
Q1 | $984K | Buy |
6,818
+3,008
| +79% | +$434K | 0.32% | 29 |
|
|
2014
Q4 | $572K | Sell |
3,810
-53
| -1% | -$7.96K | 0.28% | 36 |
|
|
2014
Q3 | $534K | Buy |
+3,863
| New | +$534K | 0.15% | 50 |
|
|
2014
Q1 | – | Sell |
-1,852
| Closed | -$220K | – | 128 |
|
|
2013
Q4 | $220K | Buy |
+1,852
| New | +$220K | 0.07% | 116 |
|