Landmark Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.8M | Sell |
7,859
-330
| -4% | -$118K | 1.01% | 25 |
|
|
2023
Q3 | $2.87M | Hold |
8,189
| – | – | 1.17% | 21 |
|
|
2023
Q2 | $2.79M | Sell |
8,189
-791
| -9% | -$270K | 1.15% | 24 |
|
|
2023
Q1 | $2.77M | Sell |
8,980
-176
| -2% | -$54.3K | 1.22% | 21 |
|
|
2022
Q4 | $2.83M | Sell |
9,156
-99
| -1% | -$30.6K | 1.31% | 20 |
|
|
2022
Q3 | $2.47M | Sell |
9,255
-292
| -3% | -$78K | 1.31% | 18 |
|
|
2022
Q2 | $2.61M | Sell |
9,547
-127
| -1% | -$34.7K | 1.28% | 18 |
|
|
2022
Q1 | $3.26M | Buy |
9,674
+78
| +0.8% | +$26.3K | 1.57% | 17 |
|
|
2021
Q4 | $2.87M | Sell |
9,596
-339
| -3% | -$101K | 1.28% | 18 |
|
|
2021
Q3 | $2.54M | Buy |
9,935
+214
| +2% | +$54.7K | 1.37% | 19 |
|
|
2021
Q2 | $2.7M | Sell |
9,721
-214
| -2% | -$59.5K | 1.29% | 19 |
|
|
2021
Q1 | $2.54M | Sell |
9,935
-136
| -1% | -$34.7K | 1.37% | 19 |
|
|
2020
Q4 | $2.35M | Sell |
10,071
-12
| -0.1% | -$2.8K | 1.33% | 19 |
|
|
2020
Q3 | $2.14M | Sell |
10,083
-150
| -1% | -$31.9K | 1.36% | 19 |
|
|
2020
Q2 | $1.87M | Sell |
10,233
-62
| -0.6% | -$11.3K | 1.22% | 19 |
|
|
2020
Q1 | $1.99M | Buy |
+10,295
| New | +$1.99M | 1.36% | 17 |
|
|
2019
Q4 | – | Sell |
-980
| Closed | -$203K | – | 66 |
|
|
2019
Q3 | $203K | Sell |
980
-25
| -2% | -$5.18K | 0.13% | 56 |
|
|
2019
Q2 | $214K | Hold |
1,005
| – | – | 0.13% | 56 |
|
|
2019
Q1 | $201K | Hold |
1,005
| – | – | 0.13% | 53 |
|
|
2018
Q4 | $205K | Sell |
1,005
-3
| -0.3% | -$612 | 0.13% | 54 |
|
|
2018
Q3 | $215K | Buy |
+1,008
| New | +$215K | 0.13% | 56 |
|
|
2018
Q2 | – | Sell |
-1,005
| Closed | -$200K | – | 53 |
|
|
2018
Q1 | $200K | Sell |
1,005
-120
| -11% | -$23.9K | 0.13% | 54 |
|
|
2017
Q4 | $222K | Hold |
1,125
| – | – | 0.14% | 53 |
|
|
2017
Q3 | $206K | Sell |
1,125
-57
| -5% | -$10.4K | 0.14% | 52 |
|
|
2017
Q2 | $200K | Buy |
+1,182
| New | +$200K | 0.14% | 54 |
|
|
2017
Q1 | – | Sell |
-1,300
| Closed | -$212K | – | 53 |
|
|
2016
Q4 | $212K | Buy |
+1,300
| New | +$212K | 0.17% | 51 |
|
|
2016
Q3 | – | Sell |
-1,950
| Closed | -$282K | – | 54 |
|
|
2016
Q2 | $282K | Buy |
+1,950
| New | +$282K | 0.26% | 44 |
|
|
2015
Q1 | – | Sell |
-1,800
| Closed | -$274K | – | 53 |
|
|
2014
Q4 | $274K | Buy |
+1,800
| New | +$274K | 0.28% | 38 |
|