Hohimer Wealth Management’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 | $3.43M | Buy |
7,062
+86
| +1% | +$41.8K | 0.61% | 56 |
|
2025
Q1 | $3.72M | Sell |
6,976
-9
| -0.1% | -$4.79K | 0.72% | 48 |
|
2024
Q4 | $3.17M | Buy |
6,985
+946
| +16% | +$429K | 0.6% | 61 |
|
2024
Q3 | $2.78M | Buy |
6,039
+103
| +2% | +$47.4K | 0.6% | 72 |
|
2024
Q2 | $2.41M | Buy |
5,936
+2,758
| +87% | +$1.12M | 0.56% | 75 |
|
2024
Q1 | $1.34M | Buy |
3,178
+50
| +2% | +$21K | 0.31% | 86 |
|
2023
Q4 | $1.12M | Sell |
3,128
-15
| -0.5% | -$5.35K | 0.28% | 101 |
|
2023
Q3 | $1.1M | Buy |
3,143
+48
| +2% | +$16.8K | 0.31% | 85 |
|
2023
Q2 | $1.06M | Hold |
3,095
| – | – | 0.29% | 88 |
|
2023
Q1 | $956K | Buy |
3,095
+1,338
| +76% | +$413K | 0.28% | 89 |
|
2022
Q4 | $543K | Buy |
1,757
+4
| +0.2% | +$1.24K | 0.17% | 114 |
|
2022
Q3 | $468K | Hold |
1,753
| – | – | 0.15% | 140 |
|
2022
Q2 | $479K | Sell |
1,753
-11
| -0.6% | -$3.01K | 0.14% | 146 |
|
2022
Q1 | $623K | Hold |
1,764
| – | – | 0.12% | 140 |
|
2021
Q4 | $527K | Sell |
1,764
-150
| -8% | -$44.8K | 0.11% | 143 |
|
2021
Q3 | $522K | Hold |
1,914
| – | – | 0.11% | 140 |
|
2021
Q2 | $532K | Sell |
1,914
-9
| -0.5% | -$2.5K | 0.11% | 144 |
|
2021
Q1 | $491K | Hold |
1,923
| – | – | 0.12% | 137 |
|
2020
Q4 | $446K | Hold |
1,923
| – | – | 0.12% | 142 |
|
2020
Q3 | $402K | Buy |
+1,923
| New | +$402K | 0.11% | 144 |
|