OWP
Obermeyer Wealth Partners’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 | $98.8M | Sell |
203,367
-32,688
| -14% | -$15.9M | 4.92% | 3 |
|
|
2025
Q1 | $126M | Sell |
236,055
-2,695
| -1% | -$1.44M | 6.71% | 1 |
|
|
2024
Q4 | $108M | Sell |
238,750
-3,483
| -1% | -$1.58M | 5.64% | 1 |
|
|
2024
Q3 | $111M | Sell |
242,233
-4,727
| -2% | -$2.18M | 5.97% | 1 |
|
|
2024
Q2 | $100M | Sell |
246,960
-2,592
| -1% | -$1.05M | 5.76% | 2 |
|
|
2024
Q1 | $105M | Sell |
249,552
-5,270
| -2% | -$2.22M | 6.18% | 1 |
|
|
2023
Q4 | $90.9M | Sell |
254,822
-8,432
| -3% | -$3.01M | 6.21% | 1 |
|
|
2023
Q3 | $92.2M | Sell |
263,254
-4,017
| -2% | -$1.41M | 6.86% | 1 |
|
|
2023
Q2 | $91.1M | Sell |
267,271
-8,917
| -3% | -$3.04M | 6.55% | 1 |
|
|
2023
Q1 | $85.8M | Sell |
276,188
-8,220
| -3% | -$2.55M | 6.4% | 1 |
|
|
2022
Q4 | $87.9M | Sell |
284,408
-4,167
| -1% | -$1.29M | 6.64% | 1 |
|
|
2022
Q3 | $77.1M | Sell |
288,575
-3,223
| -1% | -$861K | 6.24% | 1 |
|
|
2022
Q2 | $79.7M | Buy |
291,798
+585
| +0.2% | +$160K | 5.85% | 1 |
|
|
2022
Q1 | $103M | Buy |
291,213
+79,032
| +37% | +$27.9M | 6.15% | 1 |
|
|
2021
Q4 | $63.4M | Buy |
212,181
+6,322
| +3% | +$1.89M | 3.4% | 6 |
|
|
2021
Q3 | $56.2M | Buy |
205,859
+2,324
| +1% | +$634K | 3.11% | 6 |
|
|
2021
Q2 | $56.6M | Buy |
203,535
+274
| +0.1% | +$76.1K | 3.15% | 4 |
|
|
2021
Q1 | $51.9M | Buy |
203,261
+5,316
| +3% | +$1.36M | 3.19% | 7 |
|
|
2020
Q4 | $45.9M | Sell |
197,945
-2,067
| -1% | -$479K | 3.05% | 9 |
|
|
2020
Q3 | $42.6M | Buy |
200,012
+4,592
| +2% | +$978K | 3.19% | 11 |
|
|
2020
Q2 | $34.9M | Buy |
195,420
+5,272
| +3% | +$941K | 2.95% | 19 |
|
|
2020
Q1 | $34.8M | Buy |
190,148
+42,306
| +29% | +$7.73M | 3.72% | 7 |
|
|
2019
Q4 | $33.5M | Buy |
147,842
+559
| +0.4% | +$127K | 2.96% | 15 |
|
|
2019
Q3 | $30.6M | Sell |
147,283
-961
| -0.6% | -$200K | 2.83% | 16 |
|
|
2019
Q2 | $31.6M | Buy |
148,244
+118
| +0.1% | +$25.2K | 2.84% | 17 |
|
|
2019
Q1 | $29.8M | Buy |
148,126
+1,371
| +0.9% | +$275K | 2.8% | 20 |
|
|
2018
Q4 | $30M | Sell |
146,755
-2,007
| -1% | -$410K | 3.03% | 16 |
|
|
2018
Q3 | $31.9M | Buy |
148,762
+158
| +0.1% | +$33.8K | 2.69% | 20 |
|
|
2018
Q2 | $27.7M | Sell |
148,604
-11,159
| -7% | -$2.08M | 2.47% | 24 |
|
|
2018
Q1 | $31.9M | Sell |
159,763
-11
| -0% | -$2.19K | 2.89% | 19 |
|
|
2017
Q4 | $31.7M | Buy |
159,774
+2,365
| +2% | +$469K | 2.75% | 17 |
|
|
2017
Q3 | $28.9M | Sell |
157,409
-945
| -0.6% | -$173K | 2.5% | 20 |
|
|
2017
Q2 | $26.8M | Buy |
158,354
+2,415
| +2% | +$409K | 2.38% | 21 |
|
|
2017
Q1 | $26M | Buy |
155,939
+5,019
| +3% | +$837K | 2.39% | 20 |
|
|
2016
Q4 | $24.6M | Sell |
150,920
-7,132
| -5% | -$1.16M | 2.35% | 19 |
|
|
2016
Q3 | $22.8M | Buy |
158,052
+5,105
| +3% | +$738K | 2.19% | 20 |
|
|
2016
Q2 | $22.1M | Sell |
152,947
-3,827
| -2% | -$554K | 2.2% | 21 |
|
|
2016
Q1 | $22.2M | Sell |
156,774
-15,537
| -9% | -$2.2M | 2.06% | 19 |
|
|
2015
Q4 | $22.8M | Buy |
172,311
+1,851
| +1% | +$244K | 2.08% | 17 |
|
|
2015
Q3 | $22.2M | Buy |
170,460
+1,901
| +1% | +$248K | 2.34% | 15 |
|
|
2015
Q2 | $22.9M | Buy |
168,559
+3,890
| +2% | +$529K | 1.96% | 19 |
|
|
2015
Q1 | $23.8M | Buy |
164,669
+20
| +0% | +$2.89K | 1.94% | 15 |
|
|
2014
Q4 | $24.7M | Buy |
164,649
+34,779
| +27% | +$5.22M | 2.24% | 10 |
|
|
2014
Q3 | $17.9M | Sell |
129,870
-1,376
| -1% | -$190K | 4.41% | 6 |
|
|
2014
Q2 | $16.6M | Buy |
131,246
+1,160
| +0.9% | +$147K | 4.04% | 6 |
|
|
2014
Q1 | $16.3M | Sell |
130,086
-427
| -0.3% | -$53.4K | 4.06% | 6 |
|
|
2013
Q4 | $15.5M | Sell |
130,513
-1,220
| -0.9% | -$145K | 3.95% | 5 |
|
|
2013
Q3 | $15M | Sell |
131,733
-2,250
| -2% | -$255K | 4.2% | 5 |
|
|
2013
Q2 | $15M | Buy |
+133,983
| New | +$15M | 4.16% | 5 |
|