Aull & Monroe Investment Management’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 | $3.01M | Sell |
6,197
-1,384
| -18% | -$672K | 1.62% | 21 |
|
|
2025
Q1 | $4.04M | Hold |
7,581
| – | – | 2.01% | 17 |
|
|
2024
Q4 | $3.44M | Sell |
7,581
-695
| -8% | -$315K | 1.75% | 19 |
|
|
2024
Q3 | $3.81M | Sell |
8,276
-11
| -0.1% | -$5.06K | 1.77% | 19 |
|
|
2024
Q2 | $3.37M | Sell |
8,287
-1,083
| -12% | -$441K | 1.65% | 19 |
|
|
2024
Q1 | $3.94M | Sell |
9,370
-950
| -9% | -$399K | 1.8% | 17 |
|
|
2023
Q4 | $3.68M | Sell |
10,320
-560
| -5% | -$200K | 1.82% | 17 |
|
|
2023
Q3 | $3.81M | Hold |
10,880
| – | – | 1.99% | 15 |
|
|
2023
Q2 | $3.71M | Hold |
10,880
| – | – | 1.87% | 17 |
|
|
2023
Q1 | $3.36M | Sell |
10,880
-600
| -5% | -$185K | 1.71% | 18 |
|
|
2022
Q4 | $3.55M | Sell |
11,480
-819
| -7% | -$253K | 1.76% | 18 |
|
|
2022
Q3 | $3.28M | Hold |
12,299
| – | – | 1.8% | 17 |
|
|
2022
Q2 | $3.36M | Sell |
12,299
-150
| -1% | -$41K | 1.7% | 20 |
|
|
2022
Q1 | $4.39M | Hold |
12,449
| – | – | 1.98% | 14 |
|
|
2021
Q4 | $3.72M | Buy |
12,449
+415
| +3% | +$124K | 1.66% | 16 |
|
|
2021
Q3 | $3.29M | Sell |
12,034
-653
| -5% | -$178K | 1.62% | 18 |
|
|
2021
Q2 | $3.53M | Sell |
12,687
-200
| -2% | -$55.6K | 1.68% | 15 |
|
|
2021
Q1 | $3.29M | Hold |
12,887
| – | – | 1.6% | 19 |
|
|
2020
Q4 | $2.99M | Sell |
12,887
-479
| -4% | -$111K | 1.59% | 18 |
|
|
2020
Q3 | $2.85M | Sell |
13,366
-147
| -1% | -$31.3K | 1.67% | 18 |
|
|
2020
Q2 | $2.41M | Buy |
13,513
+178
| +1% | +$31.8K | 1.49% | 20 |
|
|
2020
Q1 | $2.44M | Sell |
13,335
-100
| -0.7% | -$18.3K | 1.64% | 17 |
|
|
2019
Q4 | $3.04M | Hold |
13,435
| – | – | 1.54% | 19 |
|
|
2019
Q3 | $2.8M | Hold |
13,435
| – | – | 1.48% | 19 |
|
|
2019
Q2 | $2.86M | Hold |
13,435
| – | – | 1.52% | 18 |
|
|
2019
Q1 | $2.7M | Sell |
13,435
-867
| -6% | -$174K | 1.45% | 19 |
|
|
2018
Q4 | $2.92M | Sell |
14,302
-286
| -2% | -$58.4K | 1.67% | 18 |
|
|
2018
Q3 | $3.12M | Sell |
14,588
-50
| -0.3% | -$10.7K | 1.51% | 19 |
|
|
2018
Q2 | $2.73M | Sell |
14,638
-600
| -4% | -$112K | 1.4% | 20 |
|
|
2018
Q1 | $3.04M | Sell |
15,238
-50
| -0.3% | -$9.98K | 1.58% | 18 |
|
|
2017
Q4 | $3.03M | Sell |
15,288
-374
| -2% | -$74.1K | 1.53% | 19 |
|
|
2017
Q3 | $2.87M | Hold |
15,662
| – | – | 1.48% | 21 |
|
|
2017
Q2 | $2.65M | Sell |
15,662
-100
| -0.6% | -$16.9K | 1.42% | 23 |
|
|
2017
Q1 | $2.63M | Hold |
15,762
| – | – | 1.4% | 22 |
|
|
2016
Q4 | $2.57M | Sell |
15,762
-641
| -4% | -$104K | 1.44% | 22 |
|
|
2016
Q3 | $2.37M | Sell |
16,403
-322
| -2% | -$46.5K | 1.36% | 23 |
|
|
2016
Q2 | $2.42M | Sell |
16,725
-250
| -1% | -$36.2K | 1.39% | 22 |
|
|
2016
Q1 | $2.41M | Buy |
16,975
+215
| +1% | +$30.5K | 1.44% | 20 |
|
|
2015
Q4 | $2.21M | Sell |
16,760
-168
| -1% | -$22.2K | 1.37% | 23 |
|
|
2015
Q3 | $2.21M | Sell |
16,928
-236
| -1% | -$30.8K | 1.43% | 24 |
|
|
2015
Q2 | $2.42M | Sell |
17,164
-1,680
| -9% | -$237K | 1.42% | 26 |
|
|
2015
Q1 | $2.72M | Sell |
18,844
-100
| -0.5% | -$14.4K | 1.53% | 24 |
|
|
2014
Q4 | $2.84M | Sell |
18,944
-700
| -4% | -$105K | 1.55% | 21 |
|
|
2014
Q3 | $2.71M | Sell |
19,644
-1
| -0% | -$138 | 1.44% | 22 |
|
|
2014
Q2 | $2.49M | Hold |
19,645
| – | – | 1.33% | 26 |
|
|
2014
Q1 | $2.46M | Sell |
19,645
-361
| -2% | -$45.1K | 1.4% | 25 |
|
|
2013
Q4 | $2.37M | Hold |
20,006
| – | – | 1.38% | 25 |
|
|
2013
Q3 | $2.27M | Sell |
20,006
-300
| -1% | -$34.1K | 1.47% | 26 |
|
|
2013
Q2 | $2.27M | Buy |
+20,306
| New | +$2.27M | 1.53% | 20 |
|