HB
Homrich & Berg’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $19.8M | Sell |
72,511
-1,090
| -1% | -$298K | 0.44% | 20 |
|
|
2021
Q2 | $20.5M | Buy |
73,601
+4,418
| +6% | +$1.23M | 0.48% | 20 |
|
|
2021
Q1 | $17.7M | Buy |
69,183
+256
| +0.4% | +$65.4K | 0.46% | 21 |
|
|
2020
Q4 | $16M | Buy |
68,927
+11,141
| +19% | +$2.58M | 0.45% | 21 |
|
|
2020
Q3 | $12.3M | Sell |
57,786
-2,331
| -4% | -$496K | 0.42% | 20 |
|
|
2020
Q2 | $10.7M | Buy |
60,117
+940
| +2% | +$168K | 0.43% | 21 |
|
|
2020
Q1 | $10.8M | Sell |
59,177
-1,129
| -2% | -$206K | 0.61% | 15 |
|
|
2019
Q4 | $13.7M | Sell |
60,306
-1,075
| -2% | -$243K | 0.63% | 21 |
|
|
2019
Q3 | $12.8M | Sell |
61,381
-5,631
| -8% | -$1.17M | 0.66% | 19 |
|
|
2019
Q2 | $14.3M | Buy |
67,012
+2,735
| +4% | +$583K | 0.76% | 16 |
|
|
2019
Q1 | $12.9M | Sell |
64,277
-1,969
| -3% | -$396K | 0.67% | 17 |
|
|
2018
Q4 | $13.5M | Sell |
66,246
-885
| -1% | -$181K | 0.8% | 15 |
|
|
2018
Q3 | $14.4M | Buy |
67,131
+23,350
| +53% | +$5M | 0.87% | 12 |
|
|
2018
Q2 | $8.17M | Sell |
43,781
-9,682
| -18% | -$1.81M | 0.59% | 17 |
|
|
2018
Q1 | $10.7M | Buy |
53,463
+6,061
| +13% | +$1.21M | 0.74% | 15 |
|
|
2017
Q4 | $9.4M | Sell |
47,402
-67
| -0.1% | -$13.3K | 0.64% | 18 |
|
|
2017
Q3 | $8.7M | Buy |
47,469
+2,938
| +7% | +$539K | 0.69% | 16 |
|
|
2017
Q2 | $7.54M | Sell |
44,531
-637
| -1% | -$108K | 0.66% | 16 |
|
|
2017
Q1 | $7.53M | Sell |
45,168
-92
| -0.2% | -$15.3K | 0.65% | 17 |
|
|
2016
Q4 | $7.38M | Sell |
45,260
-262
| -0.6% | -$42.7K | 0.67% | 15 |
|
|
2016
Q3 | $6.58M | Buy |
45,522
+6,390
| +16% | +$923K | 0.6% | 17 |
|
|
2016
Q2 | $5.67M | Buy |
39,132
+2,642
| +7% | +$383K | 0.54% | 17 |
|
|
2016
Q1 | $5.18M | Buy |
36,490
+467
| +1% | +$66.3K | 0.51% | 18 |
|
|
2015
Q4 | $4.76M | Buy |
36,023
+2,168
| +6% | +$286K | 0.43% | 22 |
|
|
2015
Q3 | $4.42M | Sell |
33,855
-88
| -0.3% | -$11.5K | 0.46% | 23 |
|
|
2015
Q2 | $4.62M | Buy |
33,943
+565
| +2% | +$76.9K | 0.45% | 22 |
|
|
2015
Q1 | $4.82M | Buy |
33,378
+10,572
| +46% | +$1.53M | 0.47% | 21 |
|
|
2014
Q4 | $3.42M | Sell |
22,806
-10,112
| -31% | -$1.52M | 0.35% | 29 |
|
|
2014
Q3 | $4.55M | Buy |
32,918
+11,660
| +55% | +$1.61M | 0.46% | 21 |
|
|
2014
Q2 | $2.69M | Sell |
21,258
-305
| -1% | -$38.6K | 0.3% | 29 |
|
|
2014
Q1 | $2.7M | Buy |
21,563
+1,298
| +6% | +$162K | 0.35% | 22 |
|
|
2013
Q4 | $2.4M | Sell |
20,265
-820
| -4% | -$97.2K | 0.33% | 23 |
|
|
2013
Q3 | $2.39M | Buy |
21,085
+3,590
| +21% | +$407K | 0.38% | 22 |
|
|
2013
Q2 | $1.96M | Buy |
+17,495
| New | +$1.96M | 0.35% | 27 |
|