Ironwood Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,205
| Closed | -$507K | – | 172 |
|
|
2024
Q1 | $507K | Buy |
1,205
+525
| +77% | +$221K | 0.25% | 103 |
|
|
2023
Q4 | $243K | Hold |
680
| – | – | 0.13% | 139 |
|
|
2023
Q3 | $238K | Hold |
680
| – | – | 0.15% | 133 |
|
|
2023
Q2 | $232K | Hold |
680
| – | – | 0.13% | 140 |
|
|
2023
Q1 | $210K | Hold |
680
| – | – | 0.13% | 139 |
|
|
2022
Q4 | $210K | Buy |
+680
| New | +$210K | 0.14% | 139 |
|
|
2022
Q2 | – | Sell |
-680
| Closed | -$240K | – | 167 |
|
|
2022
Q1 | $240K | Hold |
680
| – | – | 0.13% | 150 |
|
|
2021
Q4 | $203K | Buy |
+680
| New | +$203K | 0.1% | 167 |
|
|
2019
Q1 | – | Sell |
-2,103
| Closed | -$429K | – | 153 |
|
|
2018
Q4 | $429K | Buy |
2,103
+3
| +0.1% | +$612 | 0.4% | 96 |
|
|
2018
Q3 | $450K | Sell |
2,100
-807
| -28% | -$173K | 0.31% | 114 |
|
|
2018
Q2 | $543K | Buy |
2,907
+27
| +0.9% | +$5.04K | 0.39% | 102 |
|
|
2018
Q1 | $575K | Buy |
2,880
+31
| +1% | +$6.19K | 0.42% | 91 |
|
|
2017
Q4 | $565K | Buy |
2,849
+25
| +0.9% | +$4.96K | 0.4% | 90 |
|
|
2017
Q3 | $518K | Buy |
2,824
+90
| +3% | +$16.5K | 0.36% | 103 |
|
|
2017
Q2 | $463K | Buy |
2,734
+27
| +1% | +$4.57K | 0.34% | 105 |
|
|
2017
Q1 | $451K | Buy |
2,707
+24
| +0.9% | +$4K | 0.34% | 109 |
|
|
2016
Q4 | $437K | Sell |
2,683
-35
| -1% | -$5.7K | 0.32% | 110 |
|
|
2016
Q3 | $393K | Buy |
2,718
+444
| +20% | +$64.2K | 0.3% | 118 |
|
|
2016
Q2 | $329K | Buy |
2,274
+9
| +0.4% | +$1.3K | 0.25% | 124 |
|
|
2016
Q1 | $321K | Buy |
2,265
+181
| +9% | +$25.7K | 0.21% | 128 |
|
|
2015
Q4 | $275K | Buy |
2,084
+65
| +3% | +$8.58K | 0.11% | 134 |
|
|
2015
Q3 | $263K | Buy |
2,019
+178
| +10% | +$23.2K | 0.1% | 138 |
|
|
2015
Q2 | $251K | Buy |
+1,841
| New | +$251K | 0.06% | 142 |
|