Welch Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-25,809
| Closed | -$9.11M | – | 207 |
|
|
2022
Q1 | $9.11M | Buy |
25,809
+967
| +4% | +$341K | 0.52% | 34 |
|
|
2021
Q4 | $7.43M | Buy |
24,842
+4,000
| +19% | +$1.2M | 0.43% | 37 |
|
|
2021
Q3 | $5.69M | Buy |
20,842
+1,444
| +7% | +$394K | 0.39% | 36 |
|
|
2021
Q2 | $5.39M | Buy |
19,398
+1,103
| +6% | +$307K | 0.37% | 36 |
|
|
2021
Q1 | $4.67M | Buy |
18,295
+3,640
| +25% | +$930K | 0.34% | 37 |
|
|
2020
Q4 | $3.4M | Buy |
14,655
+1,038
| +8% | +$241K | 0.27% | 43 |
|
|
2020
Q3 | $2.9M | Sell |
13,617
-198
| -1% | -$42.2K | 0.25% | 36 |
|
|
2020
Q2 | $2.47M | Buy |
13,815
+4,052
| +42% | +$723K | 0.23% | 39 |
|
|
2020
Q1 | $1.79M | Buy |
9,763
+814
| +9% | +$149K | 0.19% | 45 |
|
|
2019
Q4 | $2.03M | Buy |
8,949
+126
| +1% | +$28.5K | 0.2% | 44 |
|
|
2019
Q3 | $1.84M | Buy |
8,823
+90
| +1% | +$18.7K | 0.19% | 44 |
|
|
2019
Q2 | $1.86M | Buy |
8,733
+455
| +5% | +$97K | 0.2% | 42 |
|
|
2019
Q1 | $1.66M | Buy |
8,278
+14
| +0.2% | +$2.81K | 0.18% | 43 |
|
|
2018
Q4 | $1.69M | Buy |
8,264
+280
| +4% | +$57.2K | 0.21% | 43 |
|
|
2018
Q3 | $1.71K | Buy |
7,984
+168
| +2% | +$36 | 0.18% | 47 |
|
|
2018
Q2 | $1.46M | Buy |
7,816
+8
| +0.1% | +$1.49K | 0.18% | 44 |
|
|
2018
Q1 | $1.56M | Buy |
7,808
+65
| +0.8% | +$13K | 0.2% | 45 |
|
|
2017
Q4 | $1.54M | Buy |
7,743
+100
| +1% | +$19.8K | 0.24% | 45 |
|
|
2017
Q3 | $1.4M | Sell |
7,643
-382
| -5% | -$70K | 0.23% | 44 |
|
|
2017
Q2 | $1.36M | Buy |
8,025
+410
| +5% | +$69.4K | 0.23% | 44 |
|
|
2017
Q1 | $1.27M | Sell |
7,615
-18
| -0.2% | -$3K | 0.24% | 41 |
|
|
2016
Q4 | $1.24M | Sell |
7,633
-489
| -6% | -$79.7K | 0.24% | 42 |
|
|
2016
Q3 | $1.17M | Buy |
8,122
+329
| +4% | +$47.5K | 0.23% | 44 |
|
|
2016
Q2 | $1.13M | Sell |
7,793
-1,514
| -16% | -$219K | 0.23% | 40 |
|
|
2016
Q1 | $1.32M | Hold |
9,307
| – | – | 0.22% | 45 |
|
|
2015
Q4 | $1.23M | Sell |
9,307
-59
| -0.6% | -$7.79K | 0.22% | 45 |
|
|
2015
Q3 | $1.22M | Buy |
9,366
+535
| +6% | +$69.7K | 0.24% | 43 |
|
|
2015
Q2 | $1.2M | Buy |
8,831
+300
| +4% | +$40.8K | 0.23% | 45 |
|
|
2015
Q1 | $1.23K | Hold |
8,531
| – | – | 0.23% | 46 |
|
|
2014
Q4 | $1.28M | Sell |
8,531
-2,662
| -24% | -$400K | 0.25% | 43 |
|
|
2014
Q3 | $1.55M | Sell |
11,193
-22
| -0.2% | -$3.04K | 0.32% | 41 |
|
|
2014
Q2 | $1.42M | Sell |
11,215
-86
| -0.8% | -$10.9K | 0.29% | 46 |
|
|
2014
Q1 | $1.41M | Sell |
11,301
-107
| -0.9% | -$13.4K | 0.32% | 41 |
|
|
2013
Q4 | $1.35M | Hold |
11,408
| – | – | 0.31% | 42 |
|
|
2013
Q3 | $1.3M | Sell |
11,408
-30
| -0.3% | -$3.41K | 0.32% | 40 |
|
|
2013
Q2 | $1.28M | Buy |
+11,438
| New | +$1.28M | 0.33% | 40 |
|