JGUA
John G. Ullman & Associates’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 | $913K | Buy |
1,879
+80
| +4% | +$38.9K | 0.14% | 99 |
|
|
2025
Q1 | $958K | Buy |
1,799
+25
| +1% | +$13.3K | 0.15% | 107 |
|
|
2024
Q4 | $804K | Hold |
1,774
| – | – | 0.12% | 108 |
|
|
2024
Q3 | $817K | Sell |
1,774
-25
| -1% | -$11.5K | 0.12% | 109 |
|
|
2024
Q2 | $732K | Hold |
1,799
| – | – | 0.11% | 113 |
|
|
2024
Q1 | $757K | Buy |
1,799
+35
| +2% | +$14.7K | 0.12% | 105 |
|
|
2023
Q4 | $629K | Sell |
1,764
-425
| -19% | -$152K | 0.1% | 114 |
|
|
2023
Q3 | $767K | Sell |
2,189
-46
| -2% | -$16.1K | 0.13% | 103 |
|
|
2023
Q2 | $762K | Buy |
2,235
+47
| +2% | +$16K | 0.12% | 107 |
|
|
2023
Q1 | $676K | Buy |
2,188
+582
| +36% | +$180K | 0.11% | 115 |
|
|
2022
Q4 | $496K | Hold |
1,606
| – | – | 0.08% | 123 |
|
|
2022
Q3 | $429K | Hold |
1,606
| – | – | 0.08% | 123 |
|
|
2022
Q2 | $438K | Sell |
1,606
-71
| -4% | -$19.4K | 0.07% | 121 |
|
|
2022
Q1 | $592K | Buy |
1,677
+29
| +2% | +$10.2K | 0.08% | 114 |
|
|
2021
Q4 | $493K | Hold |
1,648
| – | – | 0.07% | 122 |
|
|
2021
Q3 | $450K | Hold |
1,648
| – | – | 0.06% | 121 |
|
|
2021
Q2 | $458K | Hold |
1,648
| – | – | 0.06% | 119 |
|
|
2021
Q1 | $421K | Sell |
1,648
-600
| -27% | -$153K | 0.06% | 114 |
|
|
2020
Q4 | $521K | Buy |
2,248
+44
| +2% | +$10.2K | 0.08% | 102 |
|
|
2020
Q3 | $469K | Buy |
+2,204
| New | +$469K | 0.1% | 82 |
|
|
2020
Q2 | – | Sell |
-3,562
| Closed | -$651K | – | 111 |
|
|
2020
Q1 | $651K | Sell |
3,562
-90
| -2% | -$16.4K | 0.17% | 70 |
|
|
2019
Q4 | $827K | Hold |
3,652
| – | – | 0.14% | 88 |
|
|
2019
Q3 | $760K | Buy |
3,652
+77
| +2% | +$16K | 0.14% | 85 |
|
|
2019
Q2 | $762K | Hold |
3,575
| – | – | 0.13% | 83 |
|
|
2019
Q1 | $718K | Hold |
3,575
| – | – | 0.13% | 82 |
|
|
2018
Q4 | $730K | Buy |
3,575
+300
| +9% | +$61.3K | 0.15% | 81 |
|
|
2018
Q3 | $701K | Hold |
3,275
| – | – | 0.13% | 78 |
|
|
2018
Q2 | $611K | Buy |
3,275
+250
| +8% | +$46.6K | 0.12% | 75 |
|
|
2018
Q1 | $603K | Hold |
3,025
| – | – | 0.12% | 77 |
|
|
2017
Q4 | $600K | Hold |
3,025
| – | – | 0.12% | 75 |
|
|
2017
Q3 | $555K | Sell |
3,025
-25
| -0.8% | -$4.59K | 0.11% | 78 |
|
|
2017
Q2 | $517K | Buy |
3,050
+25
| +0.8% | +$4.24K | 0.1% | 86 |
|
|
2017
Q1 | $504K | Sell |
3,025
-400
| -12% | -$66.6K | 0.1% | 89 |
|
|
2016
Q4 | $558K | Buy |
+3,425
| New | +$558K | 0.12% | 93 |
|
|
2015
Q1 | – | Sell |
-1,450
| Closed | -$218K | – | 144 |
|
|
2014
Q4 | $218K | Hold |
1,450
| – | – | 0.04% | 137 |
|
|
2014
Q3 | $200K | Buy |
+1,450
| New | +$200K | 0.04% | 140 |
|