HoyleCohen’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $31.6M | Buy |
77,783
+69
| +0.1% | +$28.1K | 2.39% | 6 |
|
2024
Q1 | $32.7M | Sell |
77,714
-1,454
| -2% | -$611K | 2.49% | 4 |
|
2023
Q4 | $28.2M | Buy |
79,168
+3,176
| +4% | +$1.13M | 2.31% | 4 |
|
2023
Q3 | $26.6M | Buy |
75,992
+1,565
| +2% | +$548K | 2.47% | 4 |
|
2023
Q2 | $25.4M | Sell |
74,427
-145
| -0.2% | -$49.4K | 2.24% | 4 |
|
2023
Q1 | $23M | Buy |
74,572
+747
| +1% | +$231K | 2.15% | 5 |
|
2022
Q4 | $22.8M | Buy |
73,825
+557
| +0.8% | +$172K | 2.27% | 4 |
|
2022
Q3 | $19.6M | Buy |
73,268
+787
| +1% | +$210K | 2.14% | 7 |
|
2022
Q2 | $19.8M | Buy |
72,481
+928
| +1% | +$253K | 2.06% | 8 |
|
2022
Q1 | $25.3M | Buy |
71,553
+330
| +0.5% | +$116K | 2.16% | 8 |
|
2021
Q4 | $21.3M | Buy |
71,223
+1,489
| +2% | +$445K | 1.77% | 11 |
|
2021
Q3 | $19M | Buy |
69,734
+3,770
| +6% | +$1.03M | 1.81% | 10 |
|
2021
Q2 | $18.3K | Buy |
65,964
+2,776
| +4% | +$772 | 1.43% | 13 |
|
2021
Q1 | $16.1M | Sell |
63,188
-132
| -0.2% | -$33.7K | 1.64% | 13 |
|
2020
Q4 | $14.7M | Buy |
63,320
+361
| +0.6% | +$83.7K | 1.69% | 13 |
|
2020
Q3 | $13.4M | Sell |
62,959
-1,761
| -3% | -$375K | 1.97% | 11 |
|
2020
Q2 | $11.6M | Sell |
64,720
-401
| -0.6% | -$71.6K | 1.93% | 10 |
|
2020
Q1 | $11.9M | Buy |
65,121
+1,101
| +2% | +$201K | 2.38% | 7 |
|
2019
Q4 | $14.5M | Sell |
64,020
-1,229
| -2% | -$278K | 2.3% | 4 |
|
2019
Q3 | $13.6M | Buy |
65,249
+307
| +0.5% | +$63.9K | 2.32% | 4 |
|
2019
Q2 | $13.8M | Buy |
64,942
+275
| +0.4% | +$58.6K | 2.4% | 5 |
|
2019
Q1 | $13M | Sell |
64,667
-328
| -0.5% | -$65.9K | 2.29% | 7 |
|
2018
Q4 | $13.3M | Sell |
64,995
-327
| -0.5% | -$66.8K | 2.71% | 5 |
|
2018
Q3 | $14M | Sell |
65,322
-153
| -0.2% | -$32.8K | 2.64% | 5 |
|
2018
Q2 | $12.2M | Sell |
65,475
-900
| -1% | -$168K | 2.46% | 5 |
|
2018
Q1 | $13.2M | Sell |
66,375
-1,273
| -2% | -$254K | 2.69% | 4 |
|
2017
Q4 | $13.4M | Buy |
+67,648
| New | +$13.4M | 2.65% | 5 |
|