Telemus Capital’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $6.21M | Sell |
17,425
-2,120
| -11% | -$756K | 0.51% | 54 |
|
2023
Q3 | $6.85M | Sell |
19,545
-2,723
| -12% | -$954K | 0.63% | 44 |
|
2023
Q2 | $7.59M | Sell |
22,268
-435
| -2% | -$148K | 0.64% | 41 |
|
2023
Q1 | $7.01M | Buy |
22,703
+1,245
| +6% | +$384K | 0.62% | 47 |
|
2022
Q4 | $6.84M | Buy |
21,458
+566
| +3% | +$180K | 0.62% | 45 |
|
2022
Q3 | $5.58M | Buy |
20,892
+547
| +3% | +$146K | 0.57% | 50 |
|
2022
Q2 | $5.56M | Sell |
20,345
-5,007
| -20% | -$1.37M | 0.54% | 57 |
|
2022
Q1 | $8.95M | Buy |
25,352
+2,917
| +13% | +$1.03M | 0.78% | 31 |
|
2021
Q4 | $6.71M | Sell |
22,435
-3
| -0% | -$897 | 0.54% | 48 |
|
2021
Q3 | $6.12M | Sell |
22,438
-3,997
| -15% | -$1.09M | 0.52% | 54 |
|
2021
Q2 | $7.35M | Buy |
26,435
+194
| +0.7% | +$53.9K | 0.53% | 48 |
|
2021
Q1 | $6.89M | Buy |
26,241
+710
| +3% | +$186K | 0.48% | 50 |
|
2020
Q4 | $5.92M | Buy |
25,531
+126
| +0.5% | +$29.2K | 0.44% | 54 |
|
2020
Q3 | $5.38M | Sell |
25,405
-763
| -3% | -$162K | 0.39% | 52 |
|
2020
Q2 | $4.79M | Sell |
26,168
-313
| -1% | -$57.2K | 0.38% | 60 |
|
2020
Q1 | $4.91M | Buy |
26,481
+189
| +0.7% | +$35.1K | 0.4% | 55 |
|
2019
Q4 | $5.96M | Sell |
26,292
-2,729
| -9% | -$618K | 0.46% | 55 |
|
2019
Q3 | $6.04M | Buy |
29,021
+3,470
| +14% | +$722K | 0.48% | 50 |
|
2019
Q2 | $5.05M | Sell |
25,551
-1,993
| -7% | -$394K | 0.45% | 53 |
|
2019
Q1 | $5.53M | Buy |
27,544
+2,941
| +12% | +$591K | 0.42% | 56 |
|
2018
Q4 | $5.02M | Sell |
24,603
-94
| -0.4% | -$19.2K | 0.41% | 60 |
|
2018
Q3 | $5.29M | Buy |
24,697
+614
| +3% | +$131K | 0.4% | 55 |
|
2018
Q2 | $4.5M | Buy |
24,083
+148
| +0.6% | +$27.6K | 0.35% | 60 |
|
2018
Q1 | $4.77M | Sell |
23,935
-285
| -1% | -$56.8K | 0.38% | 57 |
|
2017
Q4 | $4.8M | Buy |
24,220
+4,229
| +21% | +$838K | 0.37% | 58 |
|
2017
Q3 | $3.67M | Sell |
19,991
-2,005
| -9% | -$368K | 0.42% | 54 |
|
2017
Q2 | $3.73M | Buy |
21,996
+997
| +5% | +$169K | 0.38% | 59 |
|
2017
Q1 | $3.5M | Buy |
20,999
+2,033
| +11% | +$339K | 0.36% | 59 |
|
2016
Q4 | $3.09M | Sell |
18,966
-4,421
| -19% | -$721K | 0.42% | 59 |
|
2016
Q3 | $3.38M | Sell |
23,387
-1,455
| -6% | -$210K | 0.38% | 52 |
|
2016
Q2 | $3.6M | Buy |
24,842
+5,248
| +27% | +$760K | 0.45% | 49 |
|
2016
Q1 | $2.78M | Buy |
+19,594
| New | +$2.78M | 0.46% | 56 |
|