IBOK
Independence Bank of Kentucky’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 | $4.4M | Buy |
9,068
+335
| +4% | +$163K | 0.62% | 34 |
|
2025
Q1 | $4.65M | Sell |
8,733
-75
| -0.9% | -$39.9K | 0.73% | 27 |
|
2024
Q4 | $3.99M | Buy |
8,808
+1,765
| +25% | +$800K | 0.61% | 33 |
|
2024
Q3 | $3.24M | Buy |
7,043
+1,250
| +22% | +$575K | 0.7% | 29 |
|
2024
Q2 | $2.36M | Buy |
5,793
+1,206
| +26% | +$491K | 0.62% | 31 |
|
2024
Q1 | $1.93M | Buy |
4,587
+774
| +20% | +$325K | 0.58% | 38 |
|
2023
Q4 | $1.36M | Buy |
3,813
+2,377
| +166% | +$848K | 0.48% | 57 |
|
2023
Q3 | $503K | Buy |
1,436
+295
| +26% | +$103K | 0.21% | 112 |
|
2023
Q2 | $389K | Buy |
1,141
+565
| +98% | +$193K | 0.16% | 125 |
|
2023
Q1 | $178K | Hold |
576
| – | – | 0.08% | 168 |
|
2022
Q4 | $178K | Hold |
576
| – | – | 0.08% | 164 |
|
2022
Q3 | $154K | Hold |
576
| – | – | 0.08% | 156 |
|
2022
Q2 | $157K | Sell |
576
-325
| -36% | -$88.6K | 0.07% | 164 |
|
2022
Q1 | $318K | Buy |
901
+95
| +12% | +$33.5K | 0.13% | 134 |
|
2021
Q4 | $241K | Buy |
806
+159
| +25% | +$47.5K | 0.1% | 146 |
|
2021
Q3 | $177K | Buy |
647
+42
| +7% | +$11.5K | 0.08% | 159 |
|
2021
Q2 | $168K | Hold |
605
| – | – | 0.07% | 158 |
|
2021
Q1 | $155K | Sell |
605
-10
| -2% | -$2.56K | 0.08% | 159 |
|
2020
Q4 | $143K | Hold |
615
| – | – | 0.07% | 158 |
|
2020
Q3 | $131K | Hold |
615
| – | – | 0.07% | 154 |
|
2020
Q2 | $110K | Sell |
615
-185
| -23% | -$33.1K | 0.07% | 149 |
|
2020
Q1 | $146K | Sell |
800
-200
| -20% | -$36.5K | 0.11% | 127 |
|
2019
Q4 | $227K | Buy |
1,000
+400
| +67% | +$90.8K | 0.15% | 122 |
|
2019
Q3 | $125K | Buy |
600
+100
| +20% | +$20.8K | 0.09% | 142 |
|
2019
Q2 | $107K | Sell |
500
-200
| -29% | -$42.8K | 0.08% | 139 |
|
2019
Q1 | $141K | Hold |
700
| – | – | 0.12% | 122 |
|
2018
Q4 | $143K | Hold |
700
| – | – | 0.13% | 116 |
|
2018
Q3 | $150K | Buy |
700
+35
| +5% | +$7.5K | 0.12% | 117 |
|
2018
Q2 | $124K | Hold |
665
| – | – | 0.1% | 118 |
|
2018
Q1 | $133K | Hold |
665
| – | – | 0.11% | 123 |
|
2017
Q4 | $132K | Buy |
+665
| New | +$132K | 0.11% | 124 |
|