Appleton Partners’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 | $15.8M | Buy |
32,454
+6,235
| +24% | +$3.03M | 1.12% | 23 |
|
|
2025
Q1 | $14M | Buy |
26,219
+12,055
| +85% | +$6.42M | 1.08% | 27 |
|
|
2024
Q4 | $6.42M | Sell |
14,164
-98
| -0.7% | -$44.4K | 0.47% | 67 |
|
|
2024
Q3 | $6.56M | Sell |
14,262
-59
| -0.4% | -$27.2K | 0.48% | 69 |
|
|
2024
Q2 | $5.83M | Sell |
14,321
-286
| -2% | -$116K | 0.45% | 71 |
|
|
2024
Q1 | $6.14M | Sell |
14,607
-976
| -6% | -$410K | 0.48% | 67 |
|
|
2023
Q4 | $5.56M | Sell |
15,583
-2,099
| -12% | -$749K | 0.45% | 69 |
|
|
2023
Q3 | $6.19M | Sell |
17,682
-862
| -5% | -$302K | 0.55% | 58 |
|
|
2023
Q2 | $6.32M | Buy |
18,544
+573
| +3% | +$195K | 0.53% | 52 |
|
|
2023
Q1 | $5.55M | Buy |
17,971
+436
| +2% | +$135K | 0.49% | 60 |
|
|
2022
Q4 | $5.42M | Sell |
17,535
-53
| -0.3% | -$16.4K | 0.51% | 57 |
|
|
2022
Q3 | $4.7M | Sell |
17,588
-142
| -0.8% | -$37.9K | 0.47% | 63 |
|
|
2022
Q2 | $4.84M | Buy |
17,730
+3,023
| +21% | +$825K | 0.46% | 61 |
|
|
2022
Q1 | $5.19M | Buy |
14,707
+1,350
| +10% | +$476K | 0.42% | 65 |
|
|
2021
Q4 | $3.99M | Buy |
13,357
+137
| +1% | +$41K | 0.3% | 84 |
|
|
2021
Q3 | $3.61M | Buy |
13,220
+85
| +0.6% | +$23.2K | 0.3% | 83 |
|
|
2021
Q2 | $3.65M | Buy |
13,135
+353
| +3% | +$98.1K | 0.31% | 83 |
|
|
2021
Q1 | $3.27M | Sell |
12,782
-88
| -0.7% | -$22.5K | 0.3% | 82 |
|
|
2020
Q4 | $2.98M | Sell |
12,870
-101
| -0.8% | -$23.4K | 0.29% | 79 |
|
|
2020
Q3 | $2.76M | Sell |
12,971
-30
| -0.2% | -$6.39K | 0.31% | 79 |
|
|
2020
Q2 | $2.32M | Sell |
13,001
-141
| -1% | -$25.2K | 0.28% | 86 |
|
|
2020
Q1 | $2.4M | Buy |
13,142
+88
| +0.7% | +$16.1K | 0.33% | 76 |
|
|
2019
Q4 | $2.96M | Buy |
13,054
+363
| +3% | +$82.2K | 0.32% | 82 |
|
|
2019
Q3 | $2.64M | Buy |
12,691
+15
| +0.1% | +$3.12K | 0.32% | 83 |
|
|
2019
Q2 | $2.7M | Buy |
12,676
+1,373
| +12% | +$293K | 0.33% | 83 |
|
|
2019
Q1 | $2.27M | Sell |
11,303
-70
| -0.6% | -$14.1K | 0.3% | 89 |
|
|
2018
Q4 | $2.32M | Sell |
11,373
-350
| -3% | -$71.5K | 0.35% | 79 |
|
|
2018
Q3 | $2.51M | Buy |
11,723
+330
| +3% | +$70.7K | 0.33% | 85 |
|
|
2018
Q2 | $2.13M | Buy |
11,393
+740
| +7% | +$138K | 0.3% | 88 |
|
|
2018
Q1 | $2.13M | Buy |
10,653
+692
| +7% | +$138K | 0.32% | 89 |
|
|
2017
Q4 | $1.97M | Buy |
9,961
+8
| +0.1% | +$1.59K | 0.31% | 90 |
|
|
2017
Q3 | $1.83M | Sell |
9,953
-2,053
| -17% | -$376K | 0.31% | 87 |
|
|
2017
Q2 | $2.03M | Buy |
12,006
+1,865
| +18% | +$316K | 0.34% | 81 |
|
|
2017
Q1 | $1.69M | Sell |
10,141
-2,250
| -18% | -$375K | 0.31% | 85 |
|
|
2016
Q4 | $2.02M | Buy |
12,391
+59
| +0.5% | +$9.61K | 0.41% | 68 |
|
|
2016
Q3 | $1.78M | Buy |
12,332
+245
| +2% | +$35.4K | 0.34% | 85 |
|
|
2016
Q2 | $1.75M | Sell |
12,087
-500
| -4% | -$72.4K | 0.36% | 72 |
|
|
2016
Q1 | $1.79M | Buy |
12,587
+1,811
| +17% | +$257K | 0.35% | 71 |
|
|
2015
Q4 | $1.42M | Buy |
10,776
+2,319
| +27% | +$306K | 0.28% | 81 |
|
|
2015
Q3 | $1.1M | Buy |
8,457
+7
| +0.1% | +$913 | 0.25% | 89 |
|
|
2015
Q2 | $1.15M | Sell |
8,450
-525
| -6% | -$71.5K | 0.26% | 85 |
|
|
2015
Q1 | $1.3M | Sell |
8,975
-375
| -4% | -$54.1K | 0.29% | 77 |
|
|
2014
Q4 | $1.4M | Sell |
9,350
-600
| -6% | -$90.1K | 0.32% | 73 |
|
|
2014
Q3 | $1.37M | Buy |
9,950
+450
| +5% | +$62.1K | 0.32% | 75 |
|
|
2014
Q2 | $1.2M | Buy |
9,500
+100
| +1% | +$12.7K | 0.28% | 81 |
|
|
2014
Q1 | $1.18M | Sell |
9,400
-100
| -1% | -$12.5K | 0.28% | 78 |
|
|
2013
Q4 | $1.13M | Buy |
9,500
+2,030
| +27% | +$241K | 0.27% | 78 |
|
|
2013
Q3 | $848K | Buy |
7,470
+650
| +10% | +$73.8K | 0.23% | 82 |
|
|
2013
Q2 | $763K | Buy |
+6,820
| New | +$763K | 0.22% | 78 |
|