New Potomac Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $373K | Hold |
810
| – | – | 0.19% | 72 |
|
|
2024
Q2 | $330K | Hold |
810
| – | – | 0.18% | 74 |
|
|
2024
Q1 | $341K | Hold |
810
| – | – | 0.19% | 75 |
|
|
2023
Q4 | $289K | Hold |
810
| – | – | 0.17% | 75 |
|
|
2023
Q3 | $284K | Hold |
810
| – | – | 0.2% | 69 |
|
|
2023
Q2 | $276K | Hold |
810
| – | – | 0.18% | 69 |
|
|
2023
Q1 | $250K | Hold |
810
| – | – | 0.17% | 66 |
|
|
2022
Q4 | $250K | Buy |
+810
| New | +$250K | 0.19% | 67 |
|
|
2020
Q4 | – | Sell |
-400
| Closed | -$85K | – | 70 |
|
|
2020
Q3 | $85K | Hold |
400
| – | – | 0.07% | 79 |
|
|
2020
Q2 | $71K | Hold |
400
| – | – | 0.06% | 84 |
|
|
2020
Q1 | $73K | Hold |
400
| – | – | 0.08% | 80 |
|
|
2019
Q4 | $91K | Hold |
400
| – | – | 0.08% | 84 |
|
|
2019
Q3 | $83K | Hold |
400
| – | – | 0.08% | 85 |
|
|
2019
Q2 | $85K | Hold |
400
| – | – | 0.09% | 85 |
|
|
2019
Q1 | $80K | Hold |
400
| – | – | 0.08% | 90 |
|
|
2018
Q4 | $82K | Hold |
400
| – | – | 0.09% | 86 |
|
|
2018
Q3 | $86K | Hold |
400
| – | – | 0.08% | 86 |
|
|
2018
Q2 | $75K | Hold |
400
| – | – | 0.07% | 92 |
|
|
2018
Q1 | $80K | Hold |
400
| – | – | 0.08% | 88 |
|
|
2017
Q4 | $79K | Buy |
+400
| New | +$79K | 0.08% | 85 |
|