IFAM
Institutional & Family Asset Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.29M | Buy |
3,182
+344
| +12% | +$140K | 0.2% | 91 |
|
|
2024
Q1 | $1.19M | Sell |
2,838
-1
| -0% | -$421 | 0.19% | 94 |
|
|
2023
Q4 | $1.01M | Buy |
2,839
+8
| +0.3% | +$2.85K | 0.17% | 93 |
|
|
2023
Q3 | $992K | Hold |
2,831
| – | – | 0.16% | 95 |
|
|
2023
Q2 | $965K | Sell |
2,831
-7
| -0.2% | -$2.39K | 0.16% | 96 |
|
|
2023
Q1 | $876K | Buy |
2,838
+31
| +1% | +$9.57K | 0.14% | 101 |
|
|
2022
Q4 | $867K | Buy |
2,807
+1
| +0% | +$309 | 0.14% | 96 |
|
|
2022
Q3 | $749K | Buy |
2,806
+104
| +4% | +$27.8K | 0.13% | 94 |
|
|
2022
Q2 | $738K | Sell |
2,702
-537
| -17% | -$147K | 0.13% | 96 |
|
|
2022
Q1 | $1.14M | Buy |
3,239
+168
| +5% | +$59.3K | 0.18% | 88 |
|
|
2021
Q4 | $918K | Sell |
3,071
-104
| -3% | -$31.1K | 0.14% | 99 |
|
|
2021
Q3 | $867K | Buy |
3,175
+235
| +8% | +$64.2K | 0.14% | 104 |
|
|
2021
Q2 | $817K | Buy |
2,940
+267
| +10% | +$74.2K | 0.13% | 104 |
|
|
2021
Q1 | $683K | Sell |
2,673
-679
| -20% | -$173K | 0.13% | 106 |
|
|
2020
Q4 | $777K | Sell |
3,352
-413
| -11% | -$95.7K | 0.16% | 100 |
|
|
2020
Q3 | $802K | Sell |
3,765
-843
| -18% | -$180K | 0.19% | 91 |
|
|
2020
Q2 | $823K | Sell |
4,608
-885
| -16% | -$158K | 0.17% | 92 |
|
|
2020
Q1 | $1M | Sell |
5,493
-2,598
| -32% | -$475K | 0.23% | 80 |
|
|
2019
Q4 | $1.83M | Buy |
8,091
+144
| +2% | +$32.6K | 0.39% | 72 |
|
|
2019
Q3 | $1.65M | Sell |
7,947
-2,915
| -27% | -$606K | 0.36% | 76 |
|
|
2019
Q2 | $2.32M | Sell |
10,862
-2,448
| -18% | -$522K | 0.5% | 71 |
|
|
2019
Q1 | $2.67M | Sell |
13,310
-1,171
| -8% | -$235K | 0.56% | 71 |
|
|
2018
Q4 | $2.96M | Sell |
14,481
-2,373
| -14% | -$485K | 0.66% | 57 |
|
|
2018
Q3 | $3.61M | Sell |
16,854
-9,612
| -36% | -$2.06M | 0.71% | 51 |
|
|
2018
Q2 | $4.94M | Sell |
26,466
-1,341
| -5% | -$250K | 1.03% | 17 |
|
|
2018
Q1 | $5.55M | Sell |
27,807
-8,425
| -23% | -$1.68M | 1.17% | 15 |
|
|
2017
Q4 | $7.18M | Sell |
36,232
-1,232
| -3% | -$244K | 1.38% | 10 |
|
|
2017
Q3 | $6.87M | Buy |
37,464
+353
| +1% | +$64.7K | 1.38% | 9 |
|
|
2017
Q2 | $6.29M | Sell |
37,111
-30,908
| -45% | -$5.23M | 1.54% | 7 |
|
|
2017
Q1 | $11.3M | Sell |
68,019
-13,688
| -17% | -$2.28M | 3.53% | 5 |
|
|
2016
Q4 | $13.3M | Sell |
81,707
-1,430
| -2% | -$233K | 4.2% | 1 |
|
|
2016
Q3 | $12M | Sell |
83,137
-9,354
| -10% | -$1.35M | 4% | 1 |
|
|
2016
Q2 | $13.4M | Sell |
92,491
-1,186
| -1% | -$172K | 4.66% | 1 |
|
|
2016
Q1 | $12.4M | Sell |
93,677
-711
| -0.8% | -$93.9K | 4.63% | 1 |
|
|
2015
Q4 | $12.5M | Buy |
+94,388
| New | +$12.5M | 4.66% | 1 |
|