Patten & Patten’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 | $3.65M | Sell |
7,524
-1,030
| -12% | -$500K | 0.24% | 88 |
|
|
2025
Q1 | $4.56M | Sell |
8,554
-40
| -0.5% | -$21.3K | 0.31% | 66 |
|
|
2024
Q4 | $3.9M | Sell |
8,594
-21
| -0.2% | -$9.52K | 0.26% | 80 |
|
|
2024
Q3 | $3.97M | Sell |
8,615
-26
| -0.3% | -$12K | 0.26% | 73 |
|
|
2024
Q2 | $3.52M | Buy |
8,641
+1,091
| +14% | +$444K | 0.25% | 78 |
|
|
2024
Q1 | $3.17M | Buy |
7,550
+2,975
| +65% | +$1.25M | 0.23% | 84 |
|
|
2023
Q4 | $1.63M | Buy |
4,575
+300
| +7% | +$107K | 0.13% | 116 |
|
|
2023
Q3 | $1.5M | Buy |
4,275
+98
| +2% | +$34.3K | 0.13% | 118 |
|
|
2023
Q2 | $1.42M | Sell |
4,177
-119
| -3% | -$40.6K | 0.12% | 120 |
|
|
2023
Q1 | $1.33M | Buy |
4,296
+184
| +4% | +$56.8K | 0.12% | 125 |
|
|
2022
Q4 | $1.27M | Sell |
4,112
-289
| -7% | -$89.3K | 0.12% | 125 |
|
|
2022
Q3 | $1.18M | Buy |
4,401
+305
| +7% | +$81.4K | 0.11% | 123 |
|
|
2022
Q2 | $1.12M | Buy |
4,096
+3
| +0.1% | +$819 | 0.1% | 135 |
|
|
2022
Q1 | $1.44M | Buy |
4,093
+60
| +1% | +$21.2K | 0.11% | 127 |
|
|
2021
Q4 | $1.21M | Sell |
4,033
-39
| -1% | -$11.7K | 0.08% | 138 |
|
|
2021
Q3 | $1.11M | Sell |
4,072
-9
| -0.2% | -$2.46K | 0.08% | 136 |
|
|
2021
Q2 | $1.13M | Sell |
4,081
-176
| -4% | -$48.9K | 0.09% | 136 |
|
|
2021
Q1 | $1.09M | Buy |
4,257
+86
| +2% | +$22K | 0.09% | 138 |
|
|
2020
Q4 | $967K | Buy |
4,171
+150
| +4% | +$34.8K | 0.08% | 145 |
|
|
2020
Q3 | $856K | Buy |
4,021
+303
| +8% | +$64.5K | 0.09% | 143 |
|
|
2020
Q2 | $664K | Sell |
3,718
-142
| -4% | -$25.4K | 0.07% | 154 |
|
|
2020
Q1 | $706K | Sell |
3,860
-975
| -20% | -$178K | 0.09% | 140 |
|
|
2019
Q4 | $1.1M | Buy |
4,835
+625
| +15% | +$142K | 0.11% | 127 |
|
|
2019
Q3 | $876K | Sell |
4,210
-500
| -11% | -$104K | 0.1% | 136 |
|
|
2019
Q2 | $1M | Sell |
4,710
-96
| -2% | -$20.5K | 0.11% | 131 |
|
|
2019
Q1 | $965K | Buy |
4,806
+12
| +0.3% | +$2.41K | 0.11% | 133 |
|
|
2018
Q4 | $979K | Sell |
4,794
-150
| -3% | -$30.6K | 0.12% | 119 |
|
|
2018
Q3 | $1.06M | Buy |
4,944
+306
| +7% | +$65.5K | 0.1% | 130 |
|
|
2018
Q2 | $866K | Sell |
4,638
-87
| -2% | -$16.2K | 0.09% | 144 |
|
|
2018
Q1 | $943K | Buy |
4,725
+80
| +2% | +$16K | 0.1% | 135 |
|
|
2017
Q4 | $921K | Sell |
4,645
-400
| -8% | -$79.3K | 0.09% | 141 |
|
|
2017
Q3 | $925K | Buy |
5,045
+27
| +0.5% | +$4.95K | 0.1% | 133 |
|
|
2017
Q2 | $850K | Sell |
5,018
-1,985
| -28% | -$336K | 0.09% | 136 |
|
|
2017
Q1 | $1.17M | Buy |
7,003
+1,069
| +18% | +$178K | 0.13% | 118 |
|
|
2016
Q4 | $967K | Sell |
5,934
-15
| -0.3% | -$2.44K | 0.12% | 119 |
|
|
2016
Q3 | $859K | Buy |
5,949
+2,470
| +71% | +$357K | 0.11% | 122 |
|
|
2016
Q2 | $504K | Buy |
3,479
+279
| +9% | +$40.4K | 0.07% | 147 |
|
|
2016
Q1 | $454K | Buy |
3,200
+128
| +4% | +$18.2K | 0.06% | 150 |
|
|
2015
Q4 | $406K | Sell |
3,072
-688
| -18% | -$90.9K | 0.06% | 164 |
|
|
2015
Q3 | $490K | Sell |
3,760
-82
| -2% | -$10.7K | 0.07% | 145 |
|
|
2015
Q2 | $523K | Buy |
3,842
+29
| +0.8% | +$3.95K | 0.08% | 155 |
|
|
2015
Q1 | $550K | Sell |
3,813
-186
| -5% | -$26.8K | 0.08% | 154 |
|
|
2014
Q4 | $600K | Sell |
3,999
-263
| -6% | -$39.5K | 0.09% | 144 |
|
|
2014
Q3 | $589K | Buy |
4,262
+613
| +17% | +$84.7K | 0.09% | 140 |
|
|
2014
Q2 | $462K | Sell |
3,649
-12,765
| -78% | -$1.62M | 0.08% | 150 |
|
|
2014
Q1 | $2.05M | Buy |
16,414
+118
| +0.7% | +$14.7K | 0.28% | 85 |
|
|
2013
Q4 | $1.93M | Buy |
16,296
+78
| +0.5% | +$9.25K | 0.27% | 82 |
|
|
2013
Q3 | $1.84M | Buy |
16,218
+675
| +4% | +$76.6K | 0.29% | 79 |
|
|
2013
Q2 | $1.74M | Buy |
+15,543
| New | +$1.74M | 0.29% | 82 |
|