Hoertkorn Richard Charles’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 | $1.72M | Sell |
3,534
-120
| -3% | -$58.3K | 0.73% | 27 |
|
|
2025
Q1 | $1.95M | Hold |
3,654
| – | – | 0.9% | 25 |
|
|
2024
Q4 | $1.66M | Sell |
3,654
-20
| -0.5% | -$9.07K | 0.68% | 26 |
|
|
2024
Q3 | $1.7M | Sell |
3,674
-478
| -12% | -$221K | 0.73% | 27 |
|
|
2024
Q2 | $1.69M | Hold |
4,152
| – | – | 0.74% | 26 |
|
|
2024
Q1 | $1.75M | Sell |
4,152
-360
| -8% | -$151K | 0.75% | 27 |
|
|
2023
Q4 | $1.61M | Sell |
4,512
-65
| -1% | -$23.2K | 0.73% | 26 |
|
|
2023
Q3 | $1.6M | Sell |
4,577
-10
| -0.2% | -$3.5K | 0.8% | 26 |
|
|
2023
Q2 | $1.56M | Hold |
4,587
| – | – | 0.75% | 27 |
|
|
2023
Q1 | $1.42M | Sell |
4,587
-45
| -1% | -$13.9K | 0.73% | 28 |
|
|
2022
Q4 | $1.43M | Hold |
4,632
| – | – | 0.76% | 27 |
|
|
2022
Q3 | $1.24M | Hold |
4,632
| – | – | 0.71% | 28 |
|
|
2022
Q2 | $1.26M | Sell |
4,632
-5
| -0.1% | -$1.36K | 0.7% | 30 |
|
|
2022
Q1 | $1.64M | Hold |
4,637
| – | – | 0.72% | 28 |
|
|
2021
Q4 | $1.39M | Hold |
4,637
| – | – | 0.56% | 32 |
|
|
2021
Q3 | $1.27M | Hold |
4,637
| – | – | 0.57% | 32 |
|
|
2021
Q2 | $1.3M | Sell |
4,637
-100
| -2% | -$28K | 0.58% | 33 |
|
|
2021
Q1 | $1.21M | Sell |
4,737
-634
| -12% | -$162K | 0.6% | 32 |
|
|
2020
Q4 | $1.25M | Hold |
5,371
| – | – | 0.68% | 30 |
|
|
2020
Q3 | $1.14M | Sell |
5,371
-166
| -3% | -$35.4K | 0.76% | 24 |
|
|
2020
Q2 | $988K | Hold |
5,537
| – | – | 0.67% | 29 |
|
|
2020
Q1 | $1.01M | Hold |
5,537
| – | – | 0.83% | 25 |
|
|
2019
Q4 | $1.25M | Buy |
5,537
+29
| +0.5% | +$6.57K | 0.77% | 28 |
|
|
2019
Q3 | $1.15M | Hold |
5,508
| – | – | 0.74% | 28 |
|
|
2019
Q2 | $1.17M | Sell |
5,508
-950
| -15% | -$202K | 0.78% | 28 |
|
|
2019
Q1 | $1.3M | Hold |
6,458
| – | – | 0.86% | 28 |
|
|
2018
Q4 | $1.32M | Sell |
6,458
-300
| -4% | -$61.3K | 0.93% | 28 |
|
|
2018
Q3 | $1.45M | Hold |
6,758
| – | – | 0.86% | 30 |
|
|
2018
Q2 | $1.26M | Sell |
6,758
-35
| -0.5% | -$6.53K | 0.77% | 30 |
|
|
2018
Q1 | $1.36M | Sell |
6,793
-600
| -8% | -$120K | 0.84% | 30 |
|
|
2017
Q4 | $1.47M | Hold |
7,393
| – | – | 0.87% | 33 |
|
|
2017
Q3 | $1.36M | Sell |
7,393
-325
| -4% | -$59.6K | 0.86% | 32 |
|
|
2017
Q2 | $1.31M | Hold |
7,718
| – | – | 0.87% | 32 |
|
|
2017
Q1 | $1.29M | Sell |
7,718
-50
| -0.6% | -$8.34K | 0.86% | 33 |
|
|
2016
Q4 | $1.27M | Sell |
7,768
-60
| -0.8% | -$9.78K | 0.88% | 36 |
|
|
2016
Q3 | $1.13M | Sell |
7,828
-320
| -4% | -$46.2K | 0.88% | 36 |
|
|
2016
Q2 | $1.18M | Sell |
8,148
-100
| -1% | -$14.5K | 0.94% | 36 |
|
|
2016
Q1 | $1.17M | Sell |
8,248
-755
| -8% | -$107K | 0.94% | 35 |
|
|
2015
Q4 | $1.19M | Sell |
9,003
-600
| -6% | -$79.2K | 0.89% | 37 |
|
|
2015
Q3 | $1.25M | Buy |
9,603
+325
| +4% | +$42.4K | 0.99% | 35 |
|
|
2015
Q2 | $1.26M | Hold |
9,278
| – | – | 0.94% | 35 |
|
|
2015
Q1 | $1.34M | Sell |
9,278
-35
| -0.4% | -$5.05K | 1% | 35 |
|
|
2014
Q4 | $1.4M | Sell |
9,313
-200
| -2% | -$30K | 0.99% | 35 |
|
|
2014
Q3 | $1.31M | Buy |
9,513
+100
| +1% | +$13.8K | 0.97% | 33 |
|
|
2014
Q2 | $1.19M | Buy |
9,413
+542
| +6% | +$68.5K | 0.89% | 33 |
|
|
2014
Q1 | $1.1M | Hold |
8,871
| – | – | 0.86% | 32 |
|
|
2013
Q4 | $1.05M | Buy |
+8,871
| New | +$1.05M | 0.81% | 34 |
|