IMS Capital Management’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 | $4.64M | Buy |
9,550
+15
| +0.2% | +$7.29K | 2.17% | 8 |
|
2025
Q1 | $5.08M | Sell |
9,535
-6
| -0.1% | -$3.2K | 2.56% | 7 |
|
2024
Q4 | $4.32M | Buy |
9,541
+85
| +0.9% | +$38.5K | 2% | 9 |
|
2024
Q3 | $4.35M | Sell |
9,456
-43
| -0.5% | -$19.8K | 1.96% | 9 |
|
2024
Q2 | $4.26M | Buy |
9,499
+369
| +4% | +$165K | 1.98% | 9 |
|
2024
Q1 | $3.84M | Buy |
9,130
+346
| +4% | +$146K | 1.78% | 9 |
|
2023
Q4 | $3.13M | Buy |
8,784
+310
| +4% | +$111K | 1.54% | 12 |
|
2023
Q3 | $2.97M | Buy |
8,474
+95
| +1% | +$33.3K | 1.77% | 10 |
|
2023
Q2 | $2.86M | Buy |
8,379
+199
| +2% | +$67.9K | 1.59% | 11 |
|
2023
Q1 | $2.53M | Buy |
8,180
+54
| +0.7% | +$16.7K | 1.5% | 15 |
|
2022
Q4 | $2.51M | Buy |
8,126
+156
| +2% | +$48.2K | 1.6% | 15 |
|
2022
Q3 | $2.13M | Buy |
7,970
+975
| +14% | +$260K | 1.47% | 16 |
|
2022
Q2 | $1.91M | Buy |
6,995
+252
| +4% | +$68.8K | 1.24% | 19 |
|
2022
Q1 | $2.38M | Buy |
6,743
+515
| +8% | +$182K | 1.25% | 17 |
|
2021
Q4 | $1.86M | Buy |
6,228
+615
| +11% | +$184K | 0.96% | 21 |
|
2021
Q3 | $1.53M | Hold |
5,613
| – | – | 0.89% | 27 |
|
2021
Q2 | $1.56M | Buy |
5,613
+115
| +2% | +$32K | 0.92% | 25 |
|
2021
Q1 | $1.41M | Buy |
5,498
+307
| +6% | +$78.5K | 0.88% | 25 |
|
2020
Q4 | $1.2M | Buy |
5,191
+191
| +4% | +$44.3K | 0.75% | 30 |
|
2020
Q3 | $1.07M | Buy |
5,000
+175
| +4% | +$37.3K | 0.77% | 31 |
|
2020
Q2 | $861K | Buy |
4,825
+277
| +6% | +$49.4K | 0.67% | 41 |
|
2020
Q1 | $832K | Buy |
4,548
+312
| +7% | +$57.1K | 0.85% | 32 |
|
2019
Q4 | $959K | Hold |
4,236
| – | – | 0.66% | 38 |
|
2019
Q3 | $881K | Buy |
4,236
+325
| +8% | +$67.6K | 0.67% | 38 |
|
2019
Q2 | $834K | Buy |
3,911
+100
| +3% | +$21.3K | 0.62% | 54 |
|
2019
Q1 | $766K | Buy |
3,811
+90
| +2% | +$18.1K | 0.63% | 55 |
|
2018
Q4 | $760K | Buy |
3,721
+20
| +0.5% | +$4.09K | 0.71% | 49 |
|
2018
Q3 | $792K | Buy |
3,701
+219
| +6% | +$46.9K | 0.54% | 49 |
|
2018
Q2 | $650K | Buy |
3,482
+79
| +2% | +$14.7K | 0.41% | 66 |
|
2018
Q1 | $675K | Hold |
3,403
| – | – | 0.42% | 72 |
|
2017
Q4 | $675K | Buy |
3,403
+171
| +5% | +$33.9K | 0.42% | 72 |
|
2017
Q3 | $592K | Buy |
3,232
+133
| +4% | +$24.4K | 0.38% | 78 |
|
2017
Q2 | $525K | Buy |
3,099
+95
| +3% | +$16.1K | 0.5% | 83 |
|
2017
Q1 | $501K | Buy |
3,004
+1,013
| +51% | +$169K | 0.5% | 75 |
|
2016
Q4 | $324K | Buy |
+1,991
| New | +$324K | 0.35% | 94 |
|