J.P. Morgan Private Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$295M	Sell	842,194 -76,842	-8%	-$26.9M	0.84%	22
2023 Q2	$313M	Sell	919,036 -84,068	-8%	-$28.7M	1.63%	11
2023 Q1	$310M	Buy	1,003,104 +47,632	+5%	+$14.7M	0.66%	27
2022 Q4	$295M	Sell	955,472 -18,497	-2%	-$5.71M	0.66%	29
2022 Q3	$260M	Buy	973,969 +104,723	+12%	+$28M	0.68%	24
2022 Q2	$237M	Buy	869,246 +103,529	+14%	+$28.3M	0.61%	31
2022 Q1	$270M	Buy	765,717 +48,639	+7%	+$17.2M	0.59%	32
2021 Q4	$214M	Buy	717,078 +45,419	+7%	+$13.6M	0.46%	50
2021 Q3	$183M	Sell	671,659 -2,548	-0.4%	-$695K	0.45%	50
2021 Q2	$187M	Buy	674,207 +1,805	+0.3%	+$502K	0.49%	43
2021 Q1	$172M	Sell	672,402 -28,710	-4%	-$7.33M	0.56%	41
2020 Q4	$163M	Buy	701,112 +16,340	+2%	+$3.79M	0.53%	44
2020 Q3	$146M	Buy	684,772 +12,834	+2%	+$2.73M	0.57%	40
2020 Q2	$120M	Buy	671,938 +17,365	+3%	+$3.1M	0.55%	43
2020 Q1	$120M	Buy	654,573 +9,675	+2%	+$1.77M	0.68%	31
2019 Q4	$146M	Buy	644,898 +3,873	+0.6%	+$877K	0.66%	30
2019 Q3	$133M	Buy	641,025 +27,877	+5%	+$5.8M	0.69%	32
2019 Q2	$131M	Sell	613,148 -60,573	-9%	-$12.9M	0.72%	30
2019 Q1	$135M	Buy	673,721 +33,274	+5%	+$6.68M	0.71%	31
2018 Q4	$131M	Buy	640,447 +16,334	+3%	+$3.34M	0.79%	26
2018 Q3	$134M	Buy	624,113 +44,976	+8%	+$9.63M	0.65%	30
2018 Q2	$108M	Buy	579,137 +113,279	+24%	+$21.1M	0.61%	36
2018 Q1	$92.9M	Buy	465,858 +7,459	+2%	+$1.49M	0.63%	38
2017 Q4	$90.9M	Buy	458,399 +22,939	+5%	+$4.55M	0.6%	42
2017 Q3	$79.8M	Sell	435,460 -21,247	-5%	-$3.9M	0.57%	44
2017 Q2	$77.4M	Sell	456,707 -68,187	-13%	-$11.5M	0.59%	44
2017 Q1	$87.5M	Buy	524,894 +22,231	+4%	+$3.71M	0.68%	33
2016 Q4	$81.9M	Buy	502,663 +18,446	+4%	+$3.01M	0.71%	34
2016 Q3	$70M	Buy	484,217 +12,385	+3%	+$1.79M	0.65%	42
2016 Q2	$68.3M	Buy	471,832 +23,608	+5%	+$3.42M	0.66%	42
2016 Q1	$63.6M	Buy	448,224 +90,665	+25%	+$12.9M	0.61%	42
2015 Q4	$47.2M	Buy	357,559 +30,261	+9%	+$4M	0.48%	56
2015 Q3	$42.7M	Sell	327,298 -41,382	-11%	-$5.4M	0.54%	52
2015 Q2	$50.2M	Buy	368,680 +37,764	+11%	+$5.14M	0.58%	48
2015 Q1	$47.8M	Buy	330,916 +9,486	+3%	+$1.37M	0.55%	53
2014 Q4	$48.3M	Buy	321,430 +8,717	+3%	+$1.31M	0.58%	47
2014 Q3	$43.2M	Buy	312,713 +72,109	+30%	+$9.96M	0.56%	48
2014 Q2	$30.5M	Buy	240,604 +12,204	+5%	+$1.54M	0.51%	55
2014 Q1	$28.5M	Buy	228,400 +28,955	+15%	+$3.62M	0.52%	50
2013 Q4	$23.6M	Buy	199,445 +19,953	+11%	+$2.37M	0.48%	64
2013 Q3	$20.4M	Buy	179,492 +18,725	+12%	+$2.13M	0.46%	66
2013 Q2	$18M	Buy	+160,767	New	+$18M	0.44%	70