JIC
Joel Isaacson & Co’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 | $15.2M | Buy |
31,333
+3,680
| +13% | +$1.79M | 0.62% | 25 |
|
|
2025
Q1 | $14.7M | Buy |
27,653
+2,596
| +10% | +$1.38M | 0.67% | 24 |
|
|
2024
Q4 | $11.4M | Buy |
25,057
+154
| +0.6% | +$69.8K | 0.51% | 28 |
|
|
2024
Q3 | $11.5M | Buy |
24,903
+55
| +0.2% | +$25.3K | 0.55% | 25 |
|
|
2024
Q2 | $10.1M | Sell |
24,848
-739
| -3% | -$301K | 0.53% | 24 |
|
|
2024
Q1 | $10.8M | Sell |
25,587
-158
| -0.6% | -$66.4K | 0.59% | 24 |
|
|
2023
Q4 | $9.18M | Buy |
25,745
+1,678
| +7% | +$598K | 0.56% | 24 |
|
|
2023
Q3 | $8.43M | Buy |
24,067
+54
| +0.2% | +$18.9K | 0.58% | 24 |
|
|
2023
Q2 | $8.19M | Buy |
24,013
+3,504
| +17% | +$1.19M | 0.55% | 25 |
|
|
2023
Q1 | $6.33M | Sell |
20,509
-124
| -0.6% | -$38.3K | 0.46% | 25 |
|
|
2022
Q4 | $6.37M | Buy |
20,633
+1,046
| +5% | +$323K | 0.49% | 25 |
|
|
2022
Q3 | $5.23M | Sell |
19,587
-500
| -2% | -$134K | 0.45% | 26 |
|
|
2022
Q2 | $5.48M | Sell |
20,087
-2,900
| -13% | -$792K | 0.46% | 26 |
|
|
2022
Q1 | $7.97M | Buy |
22,987
+295
| +1% | +$102K | 0.59% | 24 |
|
|
2021
Q4 | $6.79M | Buy |
22,692
+600
| +3% | +$179K | 0.47% | 26 |
|
|
2021
Q3 | $6.03M | Buy |
22,092
+500
| +2% | +$136K | 0.46% | 28 |
|
|
2021
Q2 | $6M | Buy |
21,592
+430
| +2% | +$120K | 0.47% | 28 |
|
|
2021
Q1 | $5.41M | Buy |
21,162
+1,225
| +6% | +$313K | 0.47% | 27 |
|
|
2020
Q4 | $4.62M | Buy |
19,937
+1,017
| +5% | +$236K | 0.45% | 28 |
|
|
2020
Q3 | $4.03M | Buy |
18,920
+1,000
| +6% | +$213K | 0.52% | 23 |
|
|
2020
Q2 | $3.2M | Buy |
17,920
+448
| +3% | +$80K | 0.46% | 22 |
|
|
2020
Q1 | $3.19M | Sell |
17,472
-1,045
| -6% | -$191K | 0.56% | 23 |
|
|
2019
Q4 | $4.19M | Sell |
18,517
-1,030
| -5% | -$233K | 0.55% | 24 |
|
|
2019
Q3 | $4.07M | Sell |
19,547
-130
| -0.7% | -$27K | 0.58% | 21 |
|
|
2019
Q2 | $4.2M | Sell |
19,677
-16
| -0.1% | -$3.41K | 0.61% | 22 |
|
|
2019
Q1 | $3.96M | Buy |
19,693
+590
| +3% | +$119K | 0.58% | 26 |
|
|
2018
Q4 | $3.75M | Buy |
19,103
+496
| +3% | +$97.4K | 0.59% | 22 |
|
|
2018
Q3 | $3.98M | Buy |
18,607
+353
| +2% | +$75.6K | 0.63% | 22 |
|
|
2018
Q2 | $3.41M | Hold |
18,254
| – | – | 0.57% | 22 |
|
|
2018
Q1 | $3.64M | Buy |
18,254
+655
| +4% | +$131K | 0.64% | 20 |
|
|
2017
Q4 | $3.49M | Buy |
17,599
+220
| +1% | +$43.6K | 0.61% | 21 |
|
|
2017
Q3 | $3.19M | Sell |
17,379
-155
| -0.9% | -$28.4K | 0.58% | 23 |
|
|
2017
Q2 | $2.97M | Sell |
17,534
-50
| -0.3% | -$8.47K | 0.56% | 25 |
|
|
2017
Q1 | $2.93M | Buy |
17,584
+350
| +2% | +$58.3K | 0.58% | 23 |
|
|
2016
Q4 | $2.81M | Buy |
17,234
+400
| +2% | +$65.2K | 0.57% | 21 |
|
|
2016
Q3 | $2.43M | Sell |
16,834
-15
| -0.1% | -$2.17K | 0.5% | 23 |
|
|
2016
Q2 | $2.44M | Sell |
16,849
-1,302
| -7% | -$189K | 0.52% | 23 |
|
|
2016
Q1 | $2.58M | Buy |
18,151
+460
| +3% | +$65.3K | 0.57% | 19 |
|
|
2015
Q4 | $2.34M | Hold |
17,691
| – | – | 0.57% | 21 |
|
|
2015
Q3 | $2.31M | Hold |
17,691
| – | – | 0.62% | 18 |
|
|
2015
Q2 | $2.41M | Sell |
17,691
-500
| -3% | -$68.1K | 0.62% | 17 |
|
|
2015
Q1 | $2.63M | Buy |
18,191
+815
| +5% | +$118K | 0.66% | 17 |
|
|
2014
Q4 | $2.61M | Buy |
17,376
+4
| +0% | +$601 | 0.7% | 17 |
|
|
2014
Q3 | $2.4M | Buy |
17,372
+100
| +0.6% | +$13.8K | 0.73% | 19 |
|
|
2014
Q2 | $2.19M | Buy |
17,272
+400
| +2% | +$50.6K | 0.68% | 20 |
|
|
2014
Q1 | $2.11M | Hold |
16,872
| – | – | 0.71% | 19 |
|
|
2013
Q4 | $2M | Buy |
16,872
+5,000
| +42% | +$593K | 0.73% | 20 |
|
|
2013
Q3 | $1.35M | Buy |
11,872
+550
| +5% | +$62.4K | 0.55% | 24 |
|
|
2013
Q2 | $1.27M | Buy |
+11,322
| New | +$1.27M | 0.6% | 23 |
|