Ulland Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Hold |
2,076
| – | – | 0.77% | 30 |
|
|
2025
Q1 | $1.11M | Sell |
2,076
-40
| -2% | -$21.3K | 0.92% | 27 |
|
|
2024
Q4 | $959K | Buy |
2,116
+174
| +9% | +$78.9K | 0.61% | 30 |
|
|
2024
Q3 | $894K | Sell |
1,942
-90
| -4% | -$41.4K | 0.65% | 32 |
|
|
2024
Q2 | $827K | Buy |
2,032
+4
| +0.2% | +$1.63K | 0.57% | 31 |
|
|
2024
Q1 | $853K | Buy |
2,028
+20
| +1% | +$8.41K | 0.68% | 31 |
|
|
2023
Q4 | $716K | Hold |
2,008
| – | – | 0.72% | 31 |
|
|
2023
Q3 | $703K | Hold |
2,008
| – | – | 0.77% | 31 |
|
|
2023
Q2 | $685K | Buy |
2,008
+120
| +6% | +$40.9K | 0.7% | 30 |
|
|
2023
Q1 | $583K | Hold |
1,888
| – | – | 0.69% | 30 |
|
|
2022
Q4 | $583K | Buy |
1,888
+3
| +0.2% | +$926 | 0.7% | 34 |
|
|
2022
Q3 | $503K | Sell |
1,885
-45
| -2% | -$12K | 0.55% | 39 |
|
|
2022
Q2 | $527K | Hold |
1,930
| – | – | 0.54% | 42 |
|
|
2022
Q1 | $681K | Buy |
1,930
+65
| +3% | +$22.9K | 0.51% | 39 |
|
|
2021
Q4 | $558K | Buy |
+1,865
| New | +$558K | 0.36% | 45 |
|