HPIA
Hamilton Point Investment 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 | $2.63M | Buy |
5,405
+10
| +0.2% | +$4.86K | 0.43% | 62 |
|
2025
Q1 | $2.87M | Hold |
5,395
| – | – | 0.52% | 59 |
|
2024
Q4 | $2.45M | Buy |
5,395
+876
| +19% | +$397K | 0.43% | 59 |
|
2024
Q3 | $2.08M | Sell |
4,519
-20
| -0.4% | -$9.21K | 0.37% | 59 |
|
2024
Q2 | $1.85M | Hold |
4,539
| – | – | 0.35% | 60 |
|
2024
Q1 | $1.91M | Sell |
4,539
-6
| -0.1% | -$2.52K | 0.37% | 61 |
|
2023
Q4 | $1.62M | Buy |
4,545
+2,853
| +169% | +$1.02M | 0.32% | 64 |
|
2023
Q3 | $593K | Sell |
1,692
-12
| -0.7% | -$4.2K | 0.15% | 77 |
|
2023
Q2 | $581K | Buy |
1,704
+528
| +45% | +$180K | 0.14% | 76 |
|
2023
Q1 | $363K | Buy |
1,176
+311
| +36% | +$96K | 0.09% | 91 |
|
2022
Q4 | $267K | Buy |
865
+96
| +12% | +$29.7K | 0.07% | 75 |
|
2022
Q3 | $205K | Hold |
769
| – | – | 0.06% | 76 |
|
2022
Q2 | $210K | Hold |
769
| – | – | 0.06% | 72 |
|
2022
Q1 | $271K | Hold |
769
| – | – | 0.07% | 71 |
|
2021
Q4 | $230K | Buy |
+769
| New | +$230K | 0.05% | 80 |
|
2020
Q1 | – | Sell |
-886
| Closed | -$201K | – | 66 |
|
2019
Q4 | $201K | Buy |
+886
| New | +$201K | 0.08% | 72 |
|
2017
Q4 | – | Sell |
-1,276
| Closed | -$234K | – | 70 |
|
2017
Q3 | $234K | Hold |
1,276
| – | – | 0.13% | 73 |
|
2017
Q2 | $216K | Buy |
+1,276
| New | +$216K | 0.12% | 72 |
|