HighPoint Advisor Group’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 | $29.6M | Buy |
60,974
+5,184
| +9% | +$2.52M | 1.57% | 8 |
|
|
2025
Q1 | $29.8M | Buy |
55,790
+5,683
| +11% | +$3.04M | 1.74% | 8 |
|
|
2024
Q4 | $23.7M | Buy |
50,107
+3,357
| +7% | +$1.59M | 1.29% | 12 |
|
|
2024
Q3 | $21.1M | Buy |
46,750
+898
| +2% | +$406K | 1.23% | 12 |
|
|
2024
Q2 | $20.2M | Buy |
45,852
+1,939
| +4% | +$856K | 1.21% | 14 |
|
|
2024
Q1 | $18.1M | Buy |
43,913
+55
| +0.1% | +$22.6K | 1.28% | 13 |
|
|
2023
Q4 | $18M | Buy |
+43,858
| New | +$18M | 1.29% | 10 |
|
|
2022
Q2 | $10.1M | Buy |
+36,620
| New | +$10.1M | 1.1% | 17 |
|
|
2021
Q3 | $10.5M | Buy |
38,349
+2,554
| +7% | +$697K | 1.03% | 20 |
|
|
2021
Q2 | $9.95M | Buy |
35,795
+737
| +2% | +$205K | 1% | 19 |
|
|
2021
Q1 | $9.33M | Buy |
35,058
+707
| +2% | +$188K | 1.08% | 17 |
|
|
2020
Q4 | $8.24M | Buy |
34,351
+34,344
| +490,629% | +$8.24M | 1% | 17 |
|
|
2020
Q3 | $2.18M | Hold |
7
| – | – | 0.4% | 61 |
|
|
2020
Q2 | $1.87M | Hold |
7
| – | – | 0.4% | 58 |
|
|
2020
Q1 | $1.96M | Buy |
7
+5
| +250% | +$1.4M | 0.47% | 53 |
|
|
2019
Q4 | $685K | Hold |
2
| – | – | 0.14% | 132 |
|
|
2019
Q3 | $663K | Hold |
2
| – | – | 0.15% | 123 |
|
|
2019
Q2 | $614K | Hold |
2
| – | – | 0.14% | 125 |
|
|
2019
Q1 | $630K | Hold |
2
| – | – | 0.15% | 134 |
|
|
2018
Q4 | $614K | Hold |
2
| – | – | 0.16% | 142 |
|
|
2018
Q3 | $618K | Sell |
2
-24,407
| -100% | -$7.54B | 0.17% | 142 |
|
|
2018
Q2 | $5.07M | Buy |
24,409
+18
| +0.1% | +$3.74K | 1.37% | 14 |
|
|
2018
Q1 | $4.78M | Buy |
24,391
+1,392
| +6% | +$273K | 1.31% | 14 |
|
|
2017
Q4 | $4.55M | Buy |
22,999
+2,775
| +14% | +$549K | 1.3% | 16 |
|
|
2017
Q3 | $3.81M | Buy |
20,224
+607
| +3% | +$114K | 1.18% | 16 |
|
|
2017
Q2 | $3.53M | Hold |
19,617
| – | – | 1.14% | 18 |
|
|
2017
Q1 | $3.53M | Sell |
19,617
-48
| -0.2% | -$8.64K | 1.14% | 18 |
|
|
2016
Q4 | $3.49M | Buy |
19,665
+879
| +5% | +$156K | 1.12% | 18 |
|
|
2016
Q3 | $2.98M | Sell |
18,786
-4,400
| -19% | -$697K | 1.05% | 18 |
|
|
2016
Q2 | $3.41M | Buy |
23,186
+6,383
| +38% | +$940K | 1.2% | 15 |
|
|
2016
Q1 | $2.46M | Buy |
16,803
+1,496
| +10% | +$219K | 1.5% | 11 |
|
|
2015
Q4 | $1.95M | Buy |
15,307
+499
| +3% | +$63.4K | 1.28% | 14 |
|
|
2015
Q3 | $1.93M | Sell |
14,808
-3,038
| -17% | -$396K | 2.14% | 4 |
|
|
2015
Q2 | $2.43M | Buy |
17,846
+467
| +3% | +$63.6K | 3.75% | 3 |
|
|
2015
Q1 | $2.54M | Buy |
+17,379
| New | +$2.54M | 3.88% | 3 |
|