AR
Advisory Research’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 | $1.55M | Sell |
3,198
-56
| -2% | -$27.2K | 0.24% | 86 |
|
|
2025
Q1 | $1.73M | Sell |
3,254
-1,064
| -25% | -$567K | 0.31% | 67 |
|
|
2024
Q4 | $1.96M | Buy |
4,318
+31
| +0.7% | +$14.1K | 0.33% | 65 |
|
|
2024
Q3 | $1.97M | Sell |
4,287
-281
| -6% | -$129K | 0.35% | 66 |
|
|
2024
Q2 | $1.86M | Sell |
4,568
-60
| -1% | -$24.4K | 0.35% | 67 |
|
|
2024
Q1 | $1.95M | Sell |
4,628
-24
| -0.5% | -$10.1K | 0.39% | 62 |
|
|
2023
Q4 | $1.66M | Sell |
4,652
-2,957
| -39% | -$1.05M | 0.26% | 102 |
|
|
2023
Q3 | $2.67M | Sell |
7,609
-490
| -6% | -$172K | 0.37% | 72 |
|
|
2023
Q2 | $2.76M | Buy |
8,099
+2,598
| +47% | +$886K | 0.35% | 82 |
|
|
2023
Q1 | $1.7M | Hold |
5,501
| – | – | 0.28% | 90 |
|
|
2022
Q4 | $1.7M | Sell |
5,501
-32
| -0.6% | -$9.89K | 0.16% | 98 |
|
|
2022
Q3 | $1.48M | Sell |
5,533
-32
| -0.6% | -$8.54K | 0.14% | 115 |
|
|
2022
Q2 | $1.52M | Sell |
5,565
-5
| -0.1% | -$1.37K | 0.15% | 106 |
|
|
2022
Q1 | $1.97M | Sell |
5,570
-2,656
| -32% | -$937K | 0.16% | 104 |
|
|
2021
Q4 | $2.46M | Buy |
8,226
+598
| +8% | +$179K | 0.19% | 91 |
|
|
2021
Q3 | $2.08M | Sell |
7,628
-17
| -0.2% | -$4.64K | 0.13% | 125 |
|
|
2021
Q2 | $2.12M | Sell |
7,645
-193
| -2% | -$53.6K | 0.14% | 130 |
|
|
2021
Q1 | $2M | Sell |
7,838
-18
| -0.2% | -$4.6K | 0.14% | 125 |
|
|
2020
Q4 | $1.82M | Buy |
7,856
+125
| +2% | +$29K | 0.13% | 131 |
|
|
2020
Q3 | $1.65M | Sell |
7,731
-1,005
| -12% | -$214K | 0.16% | 118 |
|
|
2020
Q2 | $1.56M | Sell |
8,736
-3,108
| -26% | -$555K | 0.14% | 128 |
|
|
2020
Q1 | $2.17M | Sell |
11,844
-700
| -6% | -$128K | 0.15% | 81 |
|
|
2019
Q4 | $2.84M | Buy |
12,544
+642
| +5% | +$145K | 0.13% | 95 |
|
|
2019
Q3 | $2.48M | Sell |
11,902
-5
| -0% | -$1.04K | 0.12% | 112 |
|
|
2019
Q2 | $2.54M | Sell |
11,907
-336
| -3% | -$71.6K | 0.05% | 168 |
|
|
2019
Q1 | $2.46M | Sell |
12,243
-267
| -2% | -$53.6K | 0.05% | 161 |
|
|
2018
Q4 | $2.55M | Sell |
12,510
-8
| -0.1% | -$1.63K | 0.05% | 170 |
|
|
2018
Q3 | $2.68M | Sell |
12,518
-112
| -0.9% | -$24K | 0.04% | 177 |
|
|
2018
Q2 | $2.36M | Sell |
12,630
-1,346
| -10% | -$251K | 0.04% | 196 |
|
|
2018
Q1 | $2.79M | Sell |
13,976
-1,280
| -8% | -$255K | 0.05% | 185 |
|
|
2017
Q4 | $3.02M | Buy |
15,256
+379
| +3% | +$75.1K | 0.05% | 183 |
|
|
2017
Q3 | $2.73M | Sell |
14,877
-4,366
| -23% | -$800K | 0.04% | 188 |
|
|
2017
Q2 | $3.26M | Sell |
19,243
-985
| -5% | -$167K | 0.05% | 181 |
|
|
2017
Q1 | $3.37M | Sell |
20,228
-9,181
| -31% | -$1.53M | 0.05% | 199 |
|
|
2016
Q4 | $4.79M | Sell |
29,409
-4,834
| -14% | -$788K | 0.07% | 129 |
|
|
2016
Q3 | $4.95M | Sell |
34,243
-775
| -2% | -$112K | 0.08% | 117 |
|
|
2016
Q2 | $5.07M | Sell |
35,018
-37,037
| -51% | -$5.36M | 0.09% | 116 |
|
|
2016
Q1 | $10.2M | Sell |
72,055
-142,173
| -66% | -$20.2M | 0.19% | 102 |
|
|
2015
Q4 | $28.3M | Buy |
214,228
+37,836
| +21% | +$5M | 0.43% | 72 |
|
|
2015
Q3 | $23M | Buy |
176,392
+9,392
| +6% | +$1.22M | 0.33% | 83 |
|
|
2015
Q2 | $22.7M | Sell |
167,000
-2,119
| -1% | -$288K | 0.26% | 100 |
|
|
2015
Q1 | $24.4M | Sell |
169,119
-26,409
| -14% | -$3.81M | 0.27% | 89 |
|
|
2014
Q4 | $29.4M | Sell |
195,528
-23,518
| -11% | -$3.53M | 0.31% | 80 |
|
|
2014
Q3 | $30.3M | Sell |
219,046
-9,699
| -4% | -$1.34M | 0.29% | 82 |
|
|
2014
Q2 | $29M | Sell |
228,745
-8,284
| -3% | -$1.05M | 0.27% | 85 |
|
|
2014
Q1 | $29.6M | Sell |
237,029
-2,562
| -1% | -$320K | 0.31% | 80 |
|
|
2013
Q4 | $28.4M | Sell |
239,591
-1,989
| -0.8% | -$236K | 0.29% | 85 |
|
|
2013
Q3 | $27.4M | Sell |
241,580
-28,046
| -10% | -$3.18M | 0.3% | 83 |
|
|
2013
Q2 | $30.2M | Buy |
+269,626
| New | +$30.2M | 0.34% | 77 |
|