Roble Belko & Company’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 | $1.32M | Hold |
2,718
| – | – | 0.19% | 46 |
|
2025
Q1 | $1.45M | Buy |
2,718
+1,331
| +96% | +$709K | 0.23% | 45 |
|
2024
Q4 | $627K | Sell |
1,387
-170
| -11% | -$76.8K | 0.1% | 69 |
|
2024
Q3 | $717K | Buy |
1,557
+334
| +27% | +$154K | 0.11% | 63 |
|
2024
Q2 | $498K | Hold |
1,223
| – | – | 0.08% | 72 |
|
2024
Q1 | $514K | Sell |
1,223
-97
| -7% | -$40.8K | 0.09% | 71 |
|
2023
Q4 | $471K | Buy |
1,320
+283
| +27% | +$101K | 0.09% | 63 |
|
2023
Q3 | $134K | Sell |
1,037
-223
| -18% | -$28.8K | 0.03% | 104 |
|
2023
Q2 | $430K | Hold |
1,260
| – | – | 0.09% | 63 |
|
2023
Q1 | $389K | Sell |
1,260
-55
| -4% | -$17K | 0.08% | 67 |
|
2022
Q4 | $406K | Sell |
1,315
-305
| -19% | -$94.2K | 0.09% | 73 |
|
2022
Q3 | $433K | Buy |
1,620
+3
| +0.2% | +$802 | 0.11% | 64 |
|
2022
Q2 | $441K | Sell |
1,617
-121
| -7% | -$33K | 0.1% | 65 |
|
2022
Q1 | $613K | Buy |
+1,738
| New | +$613K | 0.12% | 58 |
|
2021
Q3 | – | Sell |
-1,656
| Closed | -$460K | – | 318 |
|
2021
Q2 | $460K | Buy |
1,656
+25
| +2% | +$6.94K | 0.1% | 57 |
|
2021
Q1 | $417K | Buy |
1,631
+600
| +58% | +$153K | 0.1% | 57 |
|
2020
Q4 | $239K | Sell |
1,031
-25
| -2% | -$5.8K | 0.06% | 81 |
|
2020
Q3 | $225K | Sell |
1,056
-463
| -30% | -$98.7K | 0.07% | 79 |
|
2020
Q2 | $271K | Sell |
1,519
-22
| -1% | -$3.93K | 0.08% | 70 |
|
2020
Q1 | $282K | Buy |
1,541
+460
| +43% | +$84.2K | 0.09% | 68 |
|
2019
Q4 | $245K | Sell |
1,081
-600
| -36% | -$136K | 0.07% | 87 |
|
2019
Q3 | $350K | Sell |
1,681
-657
| -28% | -$137K | 0.1% | 59 |
|
2019
Q2 | $498K | Sell |
2,338
-451
| -16% | -$96.1K | 0.15% | 48 |
|
2019
Q1 | $560K | Sell |
2,789
-485
| -15% | -$97.4K | 0.19% | 45 |
|
2018
Q4 | $668K | Buy |
3,274
+1,593
| +95% | +$325K | 0.26% | 42 |
|
2018
Q3 | $5K | Hold |
1,681
| – | – | ﹤0.01% | 266 |
|
2018
Q2 | $314K | Hold |
1,681
| – | – | 0.12% | 46 |
|
2018
Q1 | $335K | Buy |
1,681
+1,125
| +202% | +$224K | 0.13% | 45 |
|
2017
Q4 | $110K | Hold |
556
| – | – | 0.04% | 72 |
|
2017
Q3 | $102K | Buy |
556
+85
| +18% | +$15.6K | 0.05% | 71 |
|
2017
Q2 | $80K | Hold |
471
| – | – | 0.04% | 79 |
|
2017
Q1 | $79K | Hold |
471
| – | – | 0.04% | 80 |
|
2016
Q4 | $77K | Sell |
471
-129
| -22% | -$21.1K | 0.04% | 82 |
|
2016
Q3 | $87K | Sell |
600
-250
| -29% | -$36.3K | 0.05% | 82 |
|
2016
Q2 | $123K | Buy |
850
+200
| +31% | +$28.9K | 0.07% | 63 |
|
2016
Q1 | $92K | Buy |
+650
| New | +$92K | 0.05% | 70 |
|
2015
Q4 | – | Sell |
-650
| Closed | -$85K | – | 221 |
|
2015
Q3 | $85K | Hold |
650
| – | – | 0.05% | 70 |
|
2015
Q2 | $88K | Hold |
650
| – | – | 0.05% | 74 |
|
2015
Q1 | $94K | Buy |
+650
| New | +$94K | 0.06% | 70 |
|