Occidental Asset Management’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 | $1.78M | Sell |
3,668
-246
| -6% | -$119K | 0.25% | 81 |
|
|
2025
Q1 | $2.08M | Buy |
3,914
+396
| +11% | +$211K | 0.31% | 76 |
|
|
2024
Q4 | $1.59M | Sell |
3,518
-139
| -4% | -$63K | 0.25% | 85 |
|
|
2024
Q3 | $1.68M | Sell |
3,657
-1,062
| -23% | -$489K | 0.27% | 88 |
|
|
2024
Q2 | $1.92M | Buy |
4,719
+138
| +3% | +$56.1K | 0.34% | 78 |
|
|
2024
Q1 | $1.93M | Buy |
4,581
+207
| +5% | +$87K | 0.36% | 77 |
|
|
2023
Q4 | $1.56M | Sell |
4,374
-33
| -0.7% | -$11.8K | 0.32% | 84 |
|
|
2023
Q3 | $1.54M | Buy |
4,407
+200
| +5% | +$70.1K | 0.36% | 76 |
|
|
2023
Q2 | $1.43M | Sell |
4,207
-126
| -3% | -$43K | 0.32% | 86 |
|
|
2023
Q1 | $1.34M | Sell |
4,333
-21
| -0.5% | -$6.48K | 0.33% | 85 |
|
|
2022
Q4 | $1.34M | Sell |
4,354
-55
| -1% | -$17K | 0.37% | 78 |
|
|
2022
Q3 | $1.18M | Sell |
4,409
-70
| -2% | -$18.7K | 0.35% | 78 |
|
|
2022
Q2 | $1.22M | Sell |
4,479
-60
| -1% | -$16.4K | 0.36% | 79 |
|
|
2022
Q1 | $1.6M | Buy |
4,539
+42
| +0.9% | +$14.8K | 0.41% | 68 |
|
|
2021
Q4 | $1.35M | Sell |
4,497
-74
| -2% | -$22.1K | 0.32% | 87 |
|
|
2021
Q3 | $1.25M | Sell |
4,571
-45
| -1% | -$12.3K | 0.32% | 86 |
|
|
2021
Q2 | $1.28M | Sell |
4,616
-100
| -2% | -$27.8K | 0.34% | 85 |
|
|
2021
Q1 | $1.21M | Sell |
4,716
-4,232
| -47% | -$1.08M | 0.36% | 83 |
|
|
2020
Q4 | $2.08M | Buy |
8,948
+746
| +9% | +$173K | 0.69% | 27 |
|
|
2020
Q3 | $1.75M | Buy |
8,202
+1,216
| +17% | +$259K | 0.73% | 24 |
|
|
2020
Q2 | $1.25M | Buy |
6,986
+148
| +2% | +$26.4K | 0.55% | 38 |
|
|
2020
Q1 | $1.25M | Buy |
6,838
+2,027
| +42% | +$371K | 0.63% | 29 |
|
|
2019
Q4 | $1.09M | Sell |
4,811
-75
| -2% | -$17K | 0.44% | 45 |
|
|
2019
Q3 | $1.02M | Sell |
4,886
-50
| -1% | -$10.4K | 0.43% | 43 |
|
|
2019
Q2 | $1.05M | Sell |
4,936
-325
| -6% | -$69.3K | 0.47% | 39 |
|
|
2019
Q1 | $1.06M | Buy |
5,261
+105
| +2% | +$21.1K | 0.51% | 41 |
|
|
2018
Q4 | $1.05M | Hold |
5,156
| – | – | 0.6% | 34 |
|
|
2018
Q3 | $1.1M | Hold |
5,156
| – | – | 0.55% | 39 |
|
|
2018
Q2 | $962K | Sell |
5,156
-550
| -10% | -$103K | 0.51% | 30 |
|
|
2018
Q1 | $1.14M | Sell |
5,706
-650
| -10% | -$130K | 0.61% | 29 |
|
|
2017
Q4 | $1.26M | Sell |
6,356
-90
| -1% | -$17.8K | 0.65% | 26 |
|
|
2017
Q3 | $1.18M | Hold |
6,446
| – | – | 0.65% | 29 |
|
|
2017
Q2 | $1.09M | Buy |
6,446
+86
| +1% | +$14.6K | 0.65% | 29 |
|
|
2017
Q1 | $1.06M | Sell |
6,360
-299
| -4% | -$49.8K | 0.7% | 28 |
|
|
2016
Q4 | $1.09M | Sell |
6,659
-1,086
| -14% | -$177K | 0.78% | 32 |
|
|
2016
Q3 | $1.12M | Sell |
7,745
-80
| -1% | -$11.6K | 0.91% | 28 |
|
|
2016
Q2 | $1.13M | Sell |
7,825
-375
| -5% | -$54.3K | 0.99% | 26 |
|
|
2016
Q1 | $1.16M | Sell |
8,200
-100
| -1% | -$14.2K | 1.4% | 20 |
|
|
2015
Q4 | $1.1M | Sell |
8,300
-575
| -6% | -$75.9K | 1.4% | 20 |
|
|
2015
Q3 | $1.16M | Hold |
8,875
| – | – | 1.62% | 16 |
|
|
2015
Q2 | $1.21M | Hold |
8,875
| – | – | 1.62% | 18 |
|
|
2015
Q1 | $1.28M | Hold |
8,875
| – | – | 1.6% | 17 |
|
|
2014
Q4 | $1.33M | Sell |
8,875
-750
| -8% | -$113K | 2.03% | 8 |
|
|
2014
Q3 | $1.33M | Sell |
9,625
-300
| -3% | -$41.5K | 2.17% | 7 |
|
|
2014
Q2 | $1.26M | Sell |
9,925
-1,070
| -10% | -$135K | 2.15% | 9 |
|
|
2014
Q1 | $1.37M | Buy |
+10,995
| New | +$1.37M | 2.45% | 9 |
|