HS
Horan Securities’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 | $809K | Sell |
1,665
-3
| -0.2% | -$1.46K | 0.28% | 47 |
|
2025
Q1 | $888K | Sell |
1,668
-173
| -9% | -$92.1K | 0.34% | 33 |
|
2024
Q4 | $834K | Sell |
1,841
-25
| -1% | -$11.3K | 0.32% | 33 |
|
2024
Q3 | $859K | Sell |
1,866
-321
| -15% | -$148K | 0.33% | 33 |
|
2024
Q2 | $890K | Buy |
2,187
+100
| +5% | +$40.7K | 0.38% | 28 |
|
2024
Q1 | $878K | Buy |
2,087
+71
| +4% | +$29.9K | 0.41% | 22 |
|
2023
Q4 | $719K | Buy |
2,016
+5
| +0.2% | +$1.78K | 0.36% | 25 |
|
2023
Q3 | $704K | Sell |
2,011
-166
| -8% | -$58.1K | 0.37% | 25 |
|
2023
Q2 | $742K | Buy |
2,177
+128
| +6% | +$43.6K | 0.31% | 31 |
|
2023
Q1 | $633K | Buy |
2,049
+233
| +13% | +$71.9K | 0.32% | 28 |
|
2022
Q4 | $561K | Buy |
1,816
+97
| +6% | +$30K | 0.32% | 29 |
|
2022
Q3 | $459K | Buy |
1,719
+50
| +3% | +$13.4K | 0.28% | 32 |
|
2022
Q2 | $463K | Buy |
1,669
+196
| +13% | +$54.4K | 0.28% | 33 |
|
2022
Q1 | $520K | Buy |
1,473
+72
| +5% | +$25.4K | 0.31% | 24 |
|
2021
Q4 | $419K | Buy |
+1,401
| New | +$419K | 0.25% | 31 |
|
2021
Q2 | $316K | Buy |
1,136
+484
| +74% | +$135K | 0.22% | 34 |
|
2021
Q1 | $167K | Buy |
652
+266
| +69% | +$68.1K | 0.14% | 54 |
|
2020
Q4 | $90K | Sell |
386
-16
| -4% | -$3.73K | 0.07% | 86 |
|
2020
Q3 | $86K | Hold |
402
| – | – | 0.09% | 70 |
|
2020
Q2 | $72K | Buy |
402
+55
| +16% | +$9.85K | 0.08% | 58 |
|
2020
Q1 | $63K | Buy |
+347
| New | +$63K | 0.09% | 56 |
|
2019
Q4 | – | Sell |
-347
| Closed | -$72K | – | 54 |
|
2019
Q3 | $72K | Hold |
347
| – | – | 0.08% | 61 |
|
2019
Q2 | $74K | Buy |
347
+322
| +1,288% | +$68.7K | 0.08% | 54 |
|
2019
Q1 | $5K | Hold |
25
| – | – | 0.01% | 178 |
|
2018
Q4 | $5K | Hold |
25
| – | – | 0.01% | 170 |
|
2018
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 160 |
|
2018
Q2 | $5K | Hold |
25
| – | – | ﹤0.01% | 163 |
|
2018
Q1 | $5K | Hold |
25
| – | – | ﹤0.01% | 149 |
|
2017
Q4 | $5K | Hold |
25
| – | – | ﹤0.01% | 150 |
|
2017
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 137 |
|
2017
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 146 |
|
2017
Q1 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 143 |
|
2016
Q4 | – | Sell |
-25
| Closed | -$4K | – | 47 |
|
2016
Q3 | $4K | Buy |
+25
| New | +$4K | 0.01% | 121 |
|