McAdam LLC’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 | $2.5M | Buy |
5,144
+229
| +5% | +$111K | 0.14% | 81 |
|
|
2025
Q1 | $2.62M | Sell |
4,915
-142
| -3% | -$75.6K | 0.16% | 79 |
|
|
2024
Q4 | $2.29M | Buy |
5,057
+66
| +1% | +$29.9K | 0.13% | 89 |
|
|
2024
Q3 | $2.3M | Buy |
4,991
+221
| +5% | +$102K | 0.13% | 87 |
|
|
2024
Q2 | $1.94M | Buy |
4,770
+2,456
| +106% | +$999K | 0.12% | 85 |
|
|
2024
Q1 | $973K | Sell |
2,314
-180
| -7% | -$75.7K | 0.06% | 124 |
|
|
2023
Q4 | $890K | Sell |
2,494
-34
| -1% | -$12.1K | 0.06% | 121 |
|
|
2023
Q3 | $886K | Buy |
2,528
+307
| +14% | +$108K | 0.07% | 116 |
|
|
2023
Q2 | $757K | Buy |
2,221
+211
| +10% | +$72K | 0.06% | 127 |
|
|
2023
Q1 | $621K | Buy |
2,010
+524
| +35% | +$162K | 0.06% | 135 |
|
|
2022
Q4 | $444K | Sell |
1,486
-116
| -7% | -$34.7K | 0.04% | 111 |
|
|
2022
Q3 | $428K | Sell |
1,602
-24
| -1% | -$6.41K | 0.05% | 138 |
|
|
2022
Q2 | $444K | Sell |
1,626
-93
| -5% | -$25.4K | 0.05% | 140 |
|
|
2022
Q1 | $607K | Buy |
1,719
+233
| +16% | +$82.3K | 0.06% | 99 |
|
|
2021
Q4 | $444K | Buy |
1,486
+33
| +2% | +$9.86K | 0.04% | 111 |
|
|
2021
Q3 | $397K | Sell |
1,453
-26
| -2% | -$7.1K | 0.04% | 112 |
|
|
2021
Q2 | $414K | Buy |
1,479
+279
| +23% | +$78.1K | 0.05% | 110 |
|
|
2021
Q1 | $307K | Hold |
1,200
| – | – | 0.04% | 117 |
|
|
2020
Q4 | $280K | Buy |
1,200
+129
| +12% | +$30.1K | 0.04% | 127 |
|
|
2020
Q3 | $228K | Buy |
+1,071
| New | +$228K | 0.04% | 127 |
|
|
2020
Q1 | – | Sell |
-1,082
| Closed | -$245K | – | 110 |
|
|
2019
Q4 | $245K | Sell |
1,082
-50
| -4% | -$11.3K | 0.06% | 74 |
|
|
2019
Q3 | $235K | Sell |
1,132
-34
| -3% | -$7.06K | 0.06% | 67 |
|
|
2019
Q2 | $249K | Buy |
1,166
+2
| +0.2% | +$427 | 0.07% | 61 |
|
|
2019
Q1 | $234K | Buy |
1,164
+25
| +2% | +$5.03K | 0.08% | 62 |
|
|
2018
Q4 | $233K | Sell |
1,139
-10
| -0.9% | -$2.05K | 0.09% | 58 |
|
|
2018
Q3 | $247K | Buy |
1,149
+152
| +15% | +$32.7K | 0.09% | 52 |
|
|
2018
Q2 | $186K | Buy |
997
+68
| +7% | +$12.7K | 0.08% | 60 |
|
|
2018
Q1 | $185K | Buy |
+929
| New | +$185K | 0.09% | 62 |
|