J.W. Coons Advisors’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 | $5.97M | Buy |
12,286
+1,556
| +15% | +$756K | 1.35% | 14 |
|
|
2025
Q1 | $5.71M | Sell |
10,730
-343
| -3% | -$183K | 1.51% | 8 |
|
|
2024
Q4 | $5.02M | Sell |
11,073
-3
| -0% | -$1.36K | 1.29% | 15 |
|
|
2024
Q3 | $5.1M | Sell |
11,076
-160
| -1% | -$73.6K | 1.27% | 14 |
|
|
2024
Q2 | $4.57M | Sell |
11,236
-35
| -0.3% | -$14.2K | 1.11% | 15 |
|
|
2024
Q1 | $4.74M | Buy |
11,271
+385
| +4% | +$162K | 1.07% | 16 |
|
|
2023
Q4 | $3.88M | Buy |
10,886
+197
| +2% | +$70.3K | 1.05% | 21 |
|
|
2023
Q3 | $3.74M | Buy |
10,689
+25
| +0.2% | +$8.76K | 1.08% | 18 |
|
|
2023
Q2 | $3.64M | Buy |
10,664
+100
| +0.9% | +$34.1K | 0.99% | 23 |
|
|
2023
Q1 | $3.26M | Buy |
10,564
+30
| +0.3% | +$9.26K | 0.94% | 29 |
|
|
2022
Q4 | $3.25M | Buy |
10,534
+280
| +3% | +$86.5K | 0.97% | 26 |
|
|
2022
Q3 | $2.74M | Buy |
10,254
+365
| +4% | +$97.5K | 1.04% | 25 |
|
|
2022
Q2 | $2.7M | Buy |
9,889
+305
| +3% | +$83.3K | 0.95% | 27 |
|
|
2022
Q1 | $3.38M | Buy |
9,584
+420
| +5% | +$148K | 1.01% | 23 |
|
|
2021
Q4 | $2.75M | Sell |
9,164
-182
| -2% | -$54.5K | 0.83% | 33 |
|
|
2021
Q3 | $2.55M | Buy |
9,346
+306
| +3% | +$83.5K | 0.87% | 31 |
|
|
2021
Q2 | $2.52M | Sell |
9,040
-308
| -3% | -$85.8K | 0.89% | 30 |
|
|
2021
Q1 | $2.4M | Buy |
9,348
+290
| +3% | +$74.4K | 0.86% | 33 |
|
|
2020
Q4 | $2.1M | Buy |
9,058
+75
| +0.8% | +$17.4K | 0.8% | 36 |
|
|
2020
Q3 | $1.91M | Buy |
8,983
+370
| +4% | +$78.6K | 0.79% | 36 |
|
|
2020
Q2 | $1.54M | Buy |
8,613
+206
| +2% | +$36.9K | 0.68% | 44 |
|
|
2020
Q1 | $1.53M | Buy |
+8,407
| New | +$1.53M | 0.81% | 38 |
|