IMA Advisory Services’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 | $1.38M | Buy |
2,841
+5
| +0.2% | +$2.43K | 0.15% | 100 |
|
|
2025
Q1 | $1.51M | Sell |
2,836
-83
| -3% | -$44.2K | 0.18% | 94 |
|
|
2024
Q4 | $1.32M | Hold |
2,919
| – | – | 0.16% | 106 |
|
|
2024
Q3 | $1.34M | Buy |
+2,919
| New | +$1.34M | 0.29% | 85 |
|
|
2022
Q2 | – | Sell |
-4,105
| Closed | -$1.45M | – | 322 |
|
|
2022
Q1 | $1.45M | Sell |
4,105
-651
| -14% | -$230K | 0.33% | 83 |
|
|
2021
Q4 | $1.42M | Hold |
4,756
| – | – | 0.31% | 84 |
|
|
2021
Q3 | $1.3M | Sell |
4,756
-370
| -7% | -$101K | 0.31% | 83 |
|
|
2021
Q2 | $1.43M | Sell |
5,126
-67
| -1% | -$18.6K | 0.33% | 83 |
|
|
2021
Q1 | $1.33M | Buy |
5,193
+40
| +0.8% | +$10.2K | 0.33% | 79 |
|
|
2020
Q4 | $1.2M | Sell |
5,153
-525
| -9% | -$122K | 0.34% | 76 |
|
|
2020
Q3 | $1.21M | Buy |
5,678
+76
| +1% | +$16.2K | 0.41% | 77 |
|
|
2020
Q2 | $1M | Buy |
5,602
+339
| +6% | +$60.5K | 0.36% | 80 |
|
|
2020
Q1 | $962K | Sell |
5,263
-419
| -7% | -$76.6K | 0.42% | 70 |
|
|
2019
Q4 | $1.29M | Sell |
5,682
-465
| -8% | -$105K | 0.48% | 64 |
|
|
2019
Q3 | $1.28M | Hold |
6,147
| – | – | 0.48% | 68 |
|
|
2019
Q2 | $1.31M | Sell |
6,147
-8
| -0.1% | -$1.71K | 0.49% | 69 |
|
|
2019
Q1 | $1.24M | Sell |
6,155
-2,741
| -31% | -$550K | 0.48% | 69 |
|
|
2018
Q4 | $1.82M | Sell |
8,896
-61
| -0.7% | -$12.5K | 0.85% | 43 |
|
|
2018
Q3 | $1.92M | Hold |
8,957
| – | – | 0.75% | 56 |
|
|
2018
Q2 | $1.67M | Sell |
8,957
-394
| -4% | -$73.5K | 0.7% | 58 |
|
|
2018
Q1 | $1.87M | Sell |
9,351
-110
| -1% | -$21.9K | 0.83% | 48 |
|
|
2017
Q4 | $1.88M | Sell |
9,461
-1,349
| -12% | -$267K | 0.84% | 45 |
|
|
2017
Q3 | $1.98M | Buy |
10,810
+17
| +0.2% | +$3.12K | 0.92% | 37 |
|
|
2017
Q2 | $1.83M | Sell |
10,793
-1,186
| -10% | -$201K | 0.88% | 35 |
|
|
2017
Q1 | $2M | Buy |
11,979
+1,051
| +10% | +$175K | 1.01% | 35 |
|
|
2016
Q4 | $1.78M | Sell |
10,928
-1,636
| -13% | -$267K | 1.1% | 36 |
|
|
2016
Q3 | $1.82M | Buy |
12,564
+276
| +2% | +$39.9K | 1.04% | 37 |
|
|
2016
Q2 | $1.78M | Sell |
12,288
-361
| -3% | -$52.3K | 1.12% | 36 |
|
|
2016
Q1 | $1.76M | Buy |
12,649
+9,042
| +251% | +$1.26M | 1.02% | 39 |
|
|
2015
Q4 | $476K | Sell |
3,607
-679
| -16% | -$89.6K | 0.29% | 77 |
|
|
2015
Q3 | $559K | Sell |
4,286
-1,542
| -26% | -$201K | 0.35% | 73 |
|
|
2015
Q2 | $793K | Sell |
5,828
-1,358
| -19% | -$185K | 0.38% | 66 |
|
|
2015
Q1 | $1.04M | Hold |
7,186
| – | – | 0.5% | 56 |
|
|
2014
Q4 | $1.08M | Hold |
7,186
| – | – | 0.56% | 59 |
|
|
2014
Q3 | $993K | Buy |
7,186
+114
| +2% | +$15.8K | 0.47% | 64 |
|
|
2014
Q2 | $895K | Hold |
7,072
| – | – | 0.41% | 73 |
|
|
2014
Q1 | $884K | Hold |
7,072
| – | – | 0.41% | 73 |
|
|
2013
Q4 | $838K | Hold |
7,072
| – | – | 0.4% | 77 |
|
|
2013
Q3 | $803K | Hold |
7,072
| – | – | 0.39% | 81 |
|
|
2013
Q2 | $791K | Buy |
+7,072
| New | +$791K | 0.43% | 82 |
|