Plimoth Trust’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 | $3.05M | Buy |
6,281
+493
| +9% | +$239K | 0.73% | 50 |
|
2025
Q1 | $3.08M | Buy |
5,788
+878
| +18% | +$468K | 0.8% | 43 |
|
2024
Q4 | $2.23M | Buy |
4,910
+95
| +2% | +$43.1K | 0.57% | 56 |
|
2024
Q3 | $2.22M | Buy |
4,815
+87
| +2% | +$40K | 0.56% | 57 |
|
2024
Q2 | $1.92M | Buy |
4,728
+64
| +1% | +$26K | 0.51% | 60 |
|
2024
Q1 | $1.96M | Buy |
4,664
+362
| +8% | +$152K | 0.52% | 60 |
|
2023
Q4 | $1.53M | Buy |
4,302
+6
| +0.1% | +$2.14K | 0.44% | 68 |
|
2023
Q3 | $1.5M | Sell |
4,296
-238
| -5% | -$83.4K | 0.47% | 69 |
|
2023
Q2 | $1.55M | Buy |
4,534
+80
| +2% | +$27.3K | 0.46% | 69 |
|
2023
Q1 | $1.38M | Buy |
4,454
+177
| +4% | +$54.7K | 0.43% | 73 |
|
2022
Q4 | $1.32M | Buy |
4,277
+153
| +4% | +$47.3K | 0.43% | 73 |
|
2022
Q3 | $1.1M | Sell |
4,124
-143
| -3% | -$38.2K | 0.38% | 78 |
|
2022
Q2 | $1.17M | Sell |
4,267
-333
| -7% | -$90.9K | 0.37% | 80 |
|
2022
Q1 | $1.62M | Sell |
4,600
-281
| -6% | -$99.2K | 0.43% | 70 |
|
2021
Q4 | $1.46M | Buy |
4,881
+240
| +5% | +$71.8K | 0.37% | 79 |
|
2021
Q3 | $1.27M | Buy |
4,641
+373
| +9% | +$102K | 0.36% | 80 |
|
2021
Q2 | $1.19M | Buy |
4,268
+531
| +14% | +$148K | 0.33% | 84 |
|
2021
Q1 | $955K | Buy |
3,737
+84
| +2% | +$21.5K | 0.28% | 94 |
|
2020
Q4 | $848K | Buy |
3,653
+10
| +0.3% | +$2.32K | 0.26% | 94 |
|
2020
Q3 | $776K | Sell |
3,643
-24
| -0.7% | -$5.11K | 0.26% | 96 |
|
2020
Q2 | $655K | Buy |
3,667
+280
| +8% | +$50K | 0.23% | 102 |
|
2020
Q1 | $619K | Buy |
3,387
+165
| +5% | +$30.2K | 0.26% | 105 |
|
2019
Q4 | $730K | Buy |
3,222
+185
| +6% | +$41.9K | 0.24% | 119 |
|
2019
Q3 | $631K | Buy |
3,037
+1,897
| +166% | +$394K | 0.21% | 132 |
|
2019
Q2 | $243K | Sell |
1,140
-85
| -7% | -$18.1K | 0.08% | 182 |
|
2019
Q1 | $246K | Sell |
1,225
-80
| -6% | -$16.1K | 0.08% | 174 |
|
2018
Q4 | $266K | Buy |
1,305
+115
| +10% | +$23.4K | 0.1% | 169 |
|
2018
Q3 | $255K | Buy |
1,190
+45
| +4% | +$9.64K | 0.08% | 174 |
|
2018
Q2 | $214K | Sell |
1,145
-60
| -5% | -$11.2K | 0.07% | 183 |
|
2018
Q1 | $240K | Sell |
1,205
-60
| -5% | -$12K | 0.08% | 180 |
|
2017
Q4 | $251K | Buy |
+1,265
| New | +$251K | 0.09% | 169 |
|