Tiedemann Advisors’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
Q3 | $5.86M | Buy |
16,742
+366
| +2% | +$128K | 0.25% | 44 |
|
2023
Q2 | $5.58M | Buy |
16,376
+2,969
| +22% | +$1.01M | 0.24% | 42 |
|
2023
Q1 | $4.14M | Sell |
13,407
-5,118
| -28% | -$1.58M | 0.19% | 51 |
|
2022
Q4 | $5.72M | Buy |
18,525
+4,795
| +35% | +$1.48M | 0.27% | 41 |
|
2022
Q3 | $3.67M | Buy |
13,730
+1,670
| +14% | +$446K | 0.22% | 49 |
|
2022
Q2 | $3.29M | Buy |
12,060
+312
| +3% | +$85.2K | 0.25% | 51 |
|
2022
Q1 | $4.14M | Buy |
11,748
+201
| +2% | +$70.9K | 0.21% | 59 |
|
2021
Q4 | $3.46M | Sell |
11,547
-55
| -0.5% | -$16.5K | 0.17% | 69 |
|
2021
Q3 | $3.17M | Sell |
11,602
-892
| -7% | -$243K | 0.17% | 66 |
|
2021
Q2 | $3.47M | Sell |
12,494
-336
| -3% | -$93.4K | 0.14% | 75 |
|
2021
Q1 | $3.28M | Buy |
12,830
+366
| +3% | +$93.5K | 0.14% | 72 |
|
2020
Q4 | $2.89M | Sell |
12,464
-1,881
| -13% | -$436K | 0.14% | 76 |
|
2020
Q3 | $3.06M | Sell |
14,345
-773
| -5% | -$165K | 0.15% | 96 |
|
2020
Q2 | $2.7M | Sell |
15,118
-1,335
| -8% | -$238K | 0.14% | 95 |
|
2020
Q1 | $3.01M | Buy |
16,453
+8,631
| +110% | +$1.58M | 0.19% | 80 |
|
2019
Q4 | $1.77M | Sell |
7,822
-563
| -7% | -$128K | 0.09% | 122 |
|
2019
Q3 | $1.75M | Sell |
8,385
-370
| -4% | -$77K | 0.08% | 130 |
|
2019
Q2 | $1.87M | Sell |
8,755
-5,451
| -38% | -$1.16M | 0.09% | 112 |
|
2019
Q1 | $2.85M | Sell |
14,206
-497
| -3% | -$99.7K | 0.13% | 107 |
|
2018
Q4 | $3M | Sell |
14,703
-1,032
| -7% | -$211K | 0.15% | 104 |
|
2018
Q3 | $3.37M | Sell |
15,735
-326
| -2% | -$69.8K | 0.2% | 83 |
|
2018
Q2 | $3M | Sell |
16,061
-880
| -5% | -$164K | 0.19% | 83 |
|
2018
Q1 | $3.38M | Buy |
16,941
+7,461
| +79% | +$1.49M | 0.23% | 69 |
|
2017
Q4 | $1.88M | Sell |
9,480
-35,216
| -79% | -$6.98M | 0.14% | 82 |
|
2017
Q3 | $6.68M | Sell |
44,696
-10,224
| -19% | -$1.53M | 0.6% | 35 |
|
2017
Q2 | $9.3M | Buy |
54,920
+756
| +1% | +$128K | 0.68% | 30 |
|
2017
Q1 | $9.03M | Buy |
54,164
+9,390
| +21% | +$1.57M | 0.76% | 32 |
|
2016
Q4 | $7.3M | Buy |
44,774
+36,527
| +443% | +$5.95M | 0.73% | 36 |
|
2016
Q3 | $1.18M | Buy |
8,247
+5,632
| +215% | +$808K | 0.25% | 56 |
|
2016
Q2 | $379K | Sell |
2,615
-1,000
| -28% | -$145K | 0.36% | 44 |
|
2016
Q1 | $513K | Sell |
3,615
-275
| -7% | -$39K | 0.41% | 38 |
|
2015
Q4 | $510K | Buy |
+3,890
| New | +$510K | 0.2% | 41 |
|