|
Q3 2024
|
581 |
453,778 |
AAPL, AVGO, BRK-B, GOOGL
|
13F-HR
|
10/2/2024 |
000121465924016992 |
|
Q2 2024
|
547 |
419,185 |
AAPL, AVGO, BRK-B, GOOGL
|
13F-HR
|
7/2/2024 |
000121465924011825 |
|
Q1 2024
|
549 |
408,266 |
AAPL, BRK-B, AVGO, GOOGL
|
13F-HR
|
4/2/2024 |
000121465924005825 |
|
Q4 2023
|
635 |
399,891 |
AAPL, AVGO, BRK-B, GOOGL
|
13F-HR
|
1/2/2024 |
000121465924000039 |
|
Q3 2023
|
619 |
365,314 |
AAPL, AVGO, BRK-B, GOOGL
|
13F-HR
|
10/10/2023 |
000121465923013282 |
|
Q2 2023
|
619 |
383,040 |
AAPL, AVGO, BRK-B, LOW
|
13F-HR
|
7/5/2023 |
000105739523000003 |
|
Q1 2023
|
606 |
357,087 |
AAPL, AVGO, BRK-B, LOW
|
13F-HR
|
4/3/2023 |
000105739523000002 |
|
Q4 2022
|
606 |
363,515 |
AAPL, BRK-B, AVGO, CVS
|
13F-HR
|
1/11/2023 |
000105739523000001 |
|
Q3 2022
|
457 |
354,076 |
AAPL, BRK-B, CVS, JPST
|
13F-HR
|
10/3/2022 |
000105739522000004 |
|
Q2 2022
|
449 |
382,415 |
AAPL, BRK-B, CVS, AVGO
|
13F-HR
|
7/5/2022 |
000105739522000003 |
|
Q1 2022
|
443 |
467,581 |
AAPL, BRK-B, AVGO, GOOGL
|
13F-HR
|
4/4/2022 |
000105739522000002 |
|
Q4 2021
|
426 |
482,908 |
AAPL, AVGO, LOW, BRK-B
|
13F-HR
|
1/7/2022 |
000105739522000001 |
|
Q3 2021
|
426 |
441,532 |
AAPL, BRK-B, GOOGL, LOW
|
13F-HR
|
10/5/2021 |
000105739521000004 |
|
Q2 2021
|
434 |
436,651 |
AAPL, BRK-B, GOOGL, LOW
|
13F-HR
|
7/2/2021 |
000105739521000003 |
|
Q1 2021
|
419 |
401,312 |
AAPL, BRK-B, LOW, DIS
|
13F-HR
|
4/1/2021 |
000105739521000002 |
|
Q4 2020
|
447 |
439,469 |
AAPL, DIS, BRK-B, MSFT
|
13F-HR
|
1/5/2021 |
000105739521000001 |
|
Q3 2020
|
472 |
402,670 |
AAPL, MSFT, LOW, BRK-B
|
13F-HR
|
10/1/2020 |
000105739520000005 |
|
Q2 2020
|
481 |
373,052 |
AAPL, CHD, MSFT, V
|
13F-HR
|
7/1/2020 |
000105739520000003 |
|
Q1 2020
|
493 |
335,991 |
AAPL, CHD, MSFT, BRK-B
|
13F-HR
|
4/2/2020 |
000105739520000002 |
|
Q4 2019
|
501 |
445,065 |
AAPL, CHD, BRK-B, V
|
13F-HR
|
1/7/2020 |
000105739520000001 |
|
Q3 2019
|
510 |
430,683 |
AAPL, CHD, BRK-B, V
|
13F-HR
|
10/2/2019 |
000105739519000005 |
|
Q2 2019
|
520 |
442,258 |
CHD, AAPL, V, BRK-B
|
13F-HR
|
7/24/2019 |
000105739519000004 |
|
Q1 2019
|
520 |
438,951 |
AAPL, V, BRK-B, CHD
|
13F-HR
|
4/29/2019 |
000105739519000003 |
|
Q4 2018
|
529 |
383,081 |
AAPL, BRK-B, TFCFA, CHD
|
13F-HR
|
2/8/2019 |
000105739519000002 |
|
Q3 2018
|
563 |
457,811 |
AAPL, BRK-B, V, FDX
|
13F-HR
|
11/9/2018 |
000105739518000004 |
|
Q2 2018
|
547 |
435,352 |
AAPL, BRK-B, TFCFA, FDX
|
13F-HR
|
8/8/2018 |
000105739518000003 |
|
Q1 2018
|
552 |
431,403 |
AAPL, BRK-B, FDX, CFG
|
13F-HR
|
5/11/2018 |
000105739518000002 |
|
Q4 2017
|
561 |
431,398 |
AAPL, BRK-B, FDX, CFG
|
13F-HR
|
2/14/2018 |
000105739518000001 |
|
Q3 2017
|
573 |
414,450 |
AAPL, BRK-B, FDX, CHD
|
13F-HR
|
11/14/2017 |
000105739517000004 |
|
Q2 2017
|
574 |
401,644 |
AAPL, BRK-B, FDX, CHD
|
13F-HR
|
8/15/2017 |
000105739517000003 |
|
Q1 2017
|
569 |
398,200 |
AAPL, BRK-B, HEZU, CHD
|
13F-HR
|
5/15/2017 |
000105739517000002 |
|
Q4 2016
|
590 |
370,390 |
BRK-B, FDX, CFG, AAPL
|
13F-HR
|
2/7/2017 |
000105739517000001 |
|
Q3 2016
|
577 |
352,945 |
BRK-B, CHD, FDX, V
|
13F-HR
|
11/15/2016 |
000105739516000008 |
|
Q2 2016
|
547 |
341,616 |
CHD, BRK-B, FDX, V
|
13F-HR
|
8/10/2016 |
000105739516000007 |
|
Q1 2016
|
196 |
332,378 |
Berkshire Hathaway Cl B, GOOGL, FDX, V
|
13F-HR
|
5/17/2016 |
000105739516000006 |
|
Q4 2015
|
198 |
346,485 |
ESRX, Berkshire Hathaway Cl B, GOOGL, American International Group I
|
13F-HR
|
2/11/2016 |
000105739516000005 |
|
Q3 2015
|
202 |
362,262 |
BHC, AGN, V, ESRX
|
13F-HR
|
11/9/2015 |
000105739515000004 |
|
Q2 2015
|
226 |
422,947 |
BHC, AGN, ESRX, V
|
13F-HR
|
8/13/2015 |
000105739515000003 |
|
Q1 2015
|
224 |
422,932 |
BHC, Actavis Inc., ESRX, Berkshire Hathaway Cl B
|
13F-HR
|
5/11/2015 |
000105739515000002 |
|
Q4 2014
|
224 |
421,418 |
Berkshire Hathaway Cl B, CMCSA, ESRX, BHC
|
13F-HR
|
2/11/2015 |
000105739515000001 |
|
Q3 2014
|
224 |
422,153 |
Berkshire Hathaway Cl B, CMCSA, NSC, BHC
|
13F-HR
|
11/3/2014 |
000105739514000004 |
|
Q2 2014
|
223 |
426,073 |
CMCSA, Berkshire Hathaway Cl B, NSC, BHC
|
13F-HR
|
8/11/2014 |
000105739514000003 |
|
Q1 2014
|
225 |
414,387 |
GOOG, DTV, CMCSA, BHC
|
13F-HR
|
5/2/2014 |
000105739514000002 |
|
Q4 2013
|
220 |
382,062 |
GOOGL, CMCSA, DTV, V
|
13F-HR
|
2/13/2014 |
000105739514000001 |