HBWM
Hollow Brook Wealth Management’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 | $20.3M | Buy |
41,752
+282
| +0.7% | +$137K | 5.89% | 2 |
|
|
2025
Q1 | $22.1M | Sell |
41,470
-489
| -1% | -$260K | 6.48% | 2 |
|
|
2024
Q4 | $19M | Sell |
41,959
-391
| -0.9% | -$177K | 5.84% | 2 |
|
|
2024
Q3 | $19.5M | Sell |
42,350
-56
| -0.1% | -$25.8K | 5.78% | 2 |
|
|
2024
Q2 | $17.3M | Sell |
42,406
-1,240
| -3% | -$504K | 5.86% | 2 |
|
|
2024
Q1 | $18.4M | Buy |
43,646
+238
| +0.5% | +$100K | 6.79% | 2 |
|
|
2023
Q4 | $15.5M | Sell |
43,408
-185
| -0.4% | -$66K | 6.18% | 2 |
|
|
2023
Q3 | $15.3M | Buy |
43,593
+19,005
| +77% | +$6.66M | 6.37% | 2 |
|
|
2023
Q2 | $8.38M | Buy |
24,588
+666
| +3% | +$227K | 3.63% | 4 |
|
|
2023
Q1 | $7.39M | Buy |
23,922
+431
| +2% | +$133K | 3.5% | 5 |
|
|
2022
Q4 | $7.26M | Buy |
23,491
+1,198
| +5% | +$370K | 3.47% | 6 |
|
|
2022
Q3 | $5.95M | Buy |
22,293
+91
| +0.4% | +$24.3K | 3.38% | 7 |
|
|
2022
Q2 | $6.06M | Sell |
22,202
-213
| -1% | -$58.2K | 3.33% | 7 |
|
|
2022
Q1 | $7.91M | Buy |
22,415
+268
| +1% | +$94.6K | 3.52% | 8 |
|
|
2021
Q4 | $6.62M | Buy |
22,147
+6,880
| +45% | +$2.06M | 3.4% | 6 |
|
|
2021
Q3 | $4.17M | Sell |
15,267
-444
| -3% | -$121K | 2.58% | 8 |
|
|
2021
Q2 | $4.37M | Sell |
15,711
-80
| -0.5% | -$22.2K | 2.71% | 8 |
|
|
2021
Q1 | $4.03M | Buy |
15,791
+70
| +0.4% | +$17.9K | 2.65% | 7 |
|
|
2020
Q4 | $3.65M | Sell |
15,721
-6,806
| -30% | -$1.58M | 2.17% | 8 |
|
|
2020
Q3 | $4.8M | Buy |
22,527
+6,463
| +40% | +$1.38M | 2.99% | 6 |
|
|
2020
Q2 | $2.87M | Buy |
16,064
+2,827
| +21% | +$505K | 2.19% | 15 |
|
|
2020
Q1 | $2.42M | Buy |
13,237
+6,098
| +85% | +$1.11M | 2.26% | 16 |
|
|
2019
Q4 | $1.62M | Sell |
7,139
-89
| -1% | -$20.2K | 0.84% | 30 |
|
|
2019
Q3 | $1.5M | Sell |
7,228
-109
| -1% | -$22.7K | 1.01% | 30 |
|
|
2019
Q2 | $1.56M | Sell |
7,337
-76
| -1% | -$16.2K | 1.42% | 27 |
|
|
2019
Q1 | $1.49M | Sell |
7,413
-370
| -5% | -$74.3K | 1.61% | 23 |
|
|
2018
Q4 | $1.59M | Buy |
7,783
+6,432
| +476% | +$1.31M | 1.7% | 23 |
|
|
2018
Q3 | $289K | Sell |
1,351
-25
| -2% | -$5.35K | 0.23% | 45 |
|
|
2018
Q2 | $257K | Hold |
1,376
| – | – | 0.2% | 52 |
|
|
2018
Q1 | $274K | Hold |
1,376
| – | – | 0.22% | 46 |
|
|
2017
Q4 | $273K | Hold |
1,376
| – | – | 0.2% | 40 |
|
|
2017
Q3 | $252K | Buy |
+1,376
| New | +$252K | 0.18% | 41 |
|