Nadler Financial Group’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 | $8.64M | Buy |
17,778
+84
| +0.5% | +$40.8K | 0.88% | 22 |
|
2025
Q1 | $9.42M | Sell |
17,694
-346
| -2% | -$184K | 1.04% | 20 |
|
2024
Q4 | $8.18M | Buy |
18,040
+3,908
| +28% | +$1.77M | 0.86% | 23 |
|
2024
Q3 | $6.5M | Buy |
14,132
+150
| +1% | +$69K | 0.72% | 23 |
|
2024
Q2 | $5.69M | Buy |
13,982
+1,000
| +8% | +$407K | 0.67% | 23 |
|
2024
Q1 | $5.46M | Hold |
12,982
| – | – | 0.67% | 24 |
|
2023
Q4 | $4.63M | Sell |
12,982
-50
| -0.4% | -$17.8K | 0.62% | 24 |
|
2023
Q3 | $4.57M | Hold |
13,032
| – | – | 0.69% | 22 |
|
2023
Q2 | $4.44M | Buy |
13,032
+6
| +0% | +$2.05K | 0.65% | 23 |
|
2023
Q1 | $4.02M | Sell |
13,026
-25
| -0.2% | -$7.72K | 0.64% | 23 |
|
2022
Q4 | $4.03M | Buy |
13,051
+980
| +8% | +$303K | 0.7% | 20 |
|
2022
Q3 | $3.22M | Buy |
12,071
+25
| +0.2% | +$6.68K | 0.61% | 26 |
|
2022
Q2 | $3.29M | Buy |
12,046
+50
| +0.4% | +$13.7K | 0.61% | 26 |
|
2022
Q1 | $4.23M | Buy |
11,996
+49
| +0.4% | +$17.3K | 0.66% | 26 |
|
2021
Q4 | $3.57M | Sell |
11,947
-190
| -2% | -$56.8K | 0.53% | 28 |
|
2021
Q3 | $3.31M | Sell |
12,137
-610
| -5% | -$167K | 0.54% | 26 |
|
2021
Q2 | $3.54M | Sell |
12,747
-1,355
| -10% | -$377K | 0.58% | 27 |
|
2021
Q1 | $3.6M | Buy |
14,102
+60
| +0.4% | +$15.3K | 0.64% | 25 |
|
2020
Q4 | $3.26M | Hold |
14,042
| – | – | 0.62% | 23 |
|
2020
Q3 | $2.99M | Buy |
14,042
+7,559
| +117% | +$1.61M | 0.66% | 23 |
|
2020
Q2 | $1.16M | Sell |
6,483
-615
| -9% | -$110K | 0.29% | 33 |
|
2020
Q1 | $1.3M | Buy |
7,098
+755
| +12% | +$138K | 0.4% | 26 |
|
2019
Q4 | $1.44M | Buy |
6,343
+395
| +7% | +$89.5K | 0.36% | 30 |
|
2019
Q3 | $1.24M | Buy |
5,948
+307
| +5% | +$63.8K | 0.34% | 28 |
|
2019
Q2 | $1.2M | Buy |
5,641
+478
| +9% | +$102K | 0.35% | 27 |
|
2019
Q1 | $1.04M | Buy |
5,163
+345
| +7% | +$69.3K | 0.33% | 31 |
|
2018
Q4 | $984K | Buy |
4,818
+103
| +2% | +$21K | 0.32% | 31 |
|
2018
Q3 | $1.01M | Hold |
4,715
| – | – | 0.27% | 37 |
|
2018
Q2 | $880K | Sell |
4,715
-245
| -5% | -$45.7K | 0.25% | 37 |
|
2018
Q1 | $989K | Buy |
4,960
+161
| +3% | +$32.1K | 0.3% | 31 |
|
2017
Q4 | $951K | Buy |
4,799
+1,100
| +30% | +$218K | 0.29% | 35 |
|
2017
Q3 | $678K | Hold |
3,699
| – | – | 0.22% | 38 |
|
2017
Q2 | $626K | Buy |
3,699
+18
| +0.5% | +$3.05K | 0.21% | 40 |
|
2017
Q1 | $614K | Hold |
3,681
| – | – | 0.21% | 42 |
|
2016
Q4 | $600K | Buy |
3,681
+100
| +3% | +$16.3K | 0.22% | 42 |
|
2016
Q3 | $517K | Buy |
3,581
+53
| +2% | +$7.65K | 0.2% | 45 |
|
2016
Q2 | $511K | Sell |
3,528
-145
| -4% | -$21K | 0.22% | 43 |
|
2016
Q1 | $521K | Sell |
3,673
-2,043
| -36% | -$290K | 0.23% | 42 |
|
2015
Q4 | $755K | Sell |
5,716
-960
| -14% | -$127K | 0.34% | 33 |
|
2015
Q3 | $871K | Sell |
6,676
-150
| -2% | -$19.6K | 0.44% | 25 |
|
2015
Q2 | $929K | Sell |
6,826
-1,302
| -16% | -$177K | 0.44% | 26 |
|
2015
Q1 | $1.17M | Buy |
8,128
+30
| +0.4% | +$4.33K | 0.56% | 20 |
|
2014
Q4 | $1.22M | Buy |
8,098
+160
| +2% | +$24K | 0.63% | 19 |
|
2014
Q3 | $1.1M | Hold |
7,938
| – | – | 0.66% | 16 |
|
2014
Q2 | $1.01M | Buy |
7,938
+65
| +0.8% | +$8.23K | 0.63% | 18 |
|
2014
Q1 | $984K | Sell |
7,873
-295
| -4% | -$36.9K | 0.66% | 20 |
|
2013
Q4 | $968K | Buy |
8,168
+150
| +2% | +$17.8K | 0.63% | 20 |
|
2013
Q3 | $910K | Sell |
8,018
-609
| -7% | -$69.1K | 0.66% | 24 |
|
2013
Q2 | $966K | Buy |
+8,627
| New | +$966K | 0.68% | 24 |
|