VHAM
Van Hulzen Asset Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
24,497
+250
| +1% | +$121K | 0.99% | 30 |
|
|
2025
Q1 | $12.9M | Buy |
24,247
+10,995
| +83% | +$5.86M | 1.18% | 25 |
|
|
2024
Q4 | $6.01M | Sell |
13,252
-1
| -0% | -$453 | 0.44% | 61 |
|
|
2024
Q3 | $6.1M | Sell |
13,253
-1,443
| -10% | -$664K | 0.44% | 59 |
|
|
2024
Q2 | $5.98M | Sell |
14,696
-3
| -0% | -$1.22K | 0.4% | 58 |
|
|
2024
Q1 | $6.18M | Sell |
14,699
-574
| -4% | -$241K | 0.41% | 59 |
|
|
2023
Q4 | $5.45M | Sell |
15,273
-231
| -1% | -$82.4K | 0.38% | 59 |
|
|
2023
Q3 | $5.43M | Buy |
15,504
+66
| +0.4% | +$23.1K | 0.42% | 58 |
|
|
2023
Q2 | $5.26M | Sell |
15,438
-15,353
| -50% | -$5.24M | 0.45% | 55 |
|
|
2023
Q1 | $9.49M | Buy |
30,791
+4,185
| +16% | +$1.29M | 0.89% | 38 |
|
|
2022
Q4 | $8.21M | Sell |
26,606
-154
| -0.6% | -$47.5K | 0.95% | 35 |
|
|
2022
Q3 | $7.15M | Buy |
26,760
+783
| +3% | +$209K | 0.88% | 37 |
|
|
2022
Q2 | $7.09M | Buy |
25,977
+5,534
| +27% | +$1.51M | 0.85% | 37 |
|
|
2022
Q1 | $7.22M | Buy |
20,443
+171
| +0.8% | +$60.4K | 0.76% | 43 |
|
|
2021
Q4 | $6.06M | Sell |
20,272
-313
| -2% | -$93.6K | 0.66% | 50 |
|
|
2021
Q3 | $5.62M | Buy |
20,585
+251
| +1% | +$68.5K | 0.84% | 41 |
|
|
2021
Q2 | $5.65M | Buy |
20,334
+639
| +3% | +$178K | 0.85% | 40 |
|
|
2021
Q1 | $5.03M | Sell |
19,695
-750
| -4% | -$192K | 0.8% | 44 |
|
|
2020
Q4 | $4.74M | Sell |
20,445
-420
| -2% | -$97.4K | 0.72% | 46 |
|
|
2020
Q3 | $4.44M | Sell |
20,865
-4,180
| -17% | -$890K | 0.67% | 47 |
|
|
2020
Q2 | $4.47M | Sell |
25,045
-650
| -3% | -$116K | 0.67% | 45 |
|
|
2020
Q1 | $4.7M | Sell |
25,695
-2,354
| -8% | -$430K | 1.01% | 35 |
|
|
2019
Q4 | $6.35M | Sell |
28,049
-938
| -3% | -$212K | 1.23% | 27 |
|
|
2019
Q3 | $6.03M | Sell |
28,987
-999
| -3% | -$208K | 1.27% | 28 |
|
|
2019
Q2 | $6.39M | Buy |
29,986
+141
| +0.5% | +$30.1K | 1.4% | 26 |
|
|
2019
Q1 | $6M | Buy |
29,845
+140
| +0.5% | +$28.1K | 1.61% | 21 |
|
|
2018
Q4 | $6.07M | Buy |
29,705
+2,341
| +9% | +$478K | 1.76% | 11 |
|
|
2018
Q3 | $5.86M | Buy |
27,364
+350
| +1% | +$74.9K | 1.56% | 15 |
|
|
2018
Q2 | $5.04M | Buy |
27,014
+9,251
| +52% | +$1.73M | 1.5% | 18 |
|
|
2018
Q1 | $3.54M | Buy |
17,763
+418
| +2% | +$83.4K | 1.09% | 37 |
|
|
2017
Q4 | $3.44M | Buy |
17,345
+995
| +6% | +$197K | 1.05% | 31 |
|
|
2017
Q3 | $3M | Buy |
16,350
+65
| +0.4% | +$11.9K | 1.01% | 35 |
|
|
2017
Q2 | $2.76M | Buy |
16,285
+865
| +6% | +$146K | 1.09% | 38 |
|
|
2017
Q1 | $2.57M | Sell |
15,420
-265
| -2% | -$44.2K | 1.18% | 29 |
|
|
2016
Q4 | $2.56M | Buy |
15,685
+345
| +2% | +$56.2K | 1.19% | 33 |
|
|
2016
Q3 | $2.22M | Buy |
15,340
+715
| +5% | +$103K | 1.2% | 32 |
|
|
2016
Q2 | $2.12M | Buy |
14,625
+1,835
| +14% | +$266K | 1.21% | 34 |
|
|
2016
Q1 | $1.82M | Buy |
12,790
+7,975
| +166% | +$1.13M | 1.03% | 36 |
|
|
2015
Q4 | $636K | Buy |
4,815
+765
| +19% | +$101K | 0.4% | 63 |
|
|
2015
Q3 | $528K | Hold |
4,050
| – | – | 0.34% | 64 |
|
|
2015
Q2 | $551K | Hold |
4,050
| – | – | 0.3% | 77 |
|
|
2015
Q1 | $584K | Hold |
4,050
| – | – | 0.36% | 71 |
|
|
2014
Q4 | $608K | Buy |
+4,050
| New | +$608K | 0.42% | 58 |
|
|
2014
Q1 | – | Sell |
-3,125
| Closed | -$371K | – | 91 |
|
|
2013
Q4 | $371K | Buy |
+3,125
| New | +$371K | 0.32% | 71 |
|