Bartlett & Co Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Bartlett & Co Wealth Management’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$193M	Sell	397,410 -4,636	-1%	-$2.25M	2.69%	7
2025 Q1	$214M	Sell	402,046 -8,514	-2%	-$4.53M	3.15%	4
2024 Q4	$186M	Buy	410,560 +441	+0.1%	+$200K	2.7%	5
2024 Q3	$189M	Sell	410,119 -8,922	-2%	-$4.11M	2.71%	5
2024 Q2	$170M	Buy	419,041 +4,707	+1%	+$1.91M	2.59%	5
2024 Q1	$174M	Sell	414,334 -2,447	-0.6%	-$1.03M	2.68%	5
2023 Q4	$149M	Buy	416,781 +1,744	+0.4%	+$624K	2.42%	4
2023 Q3	$145M	Buy	415,037 +1,708	+0.4%	+$598K	2.61%	4
2023 Q2	$141M	Buy	413,329 +1,306	+0.3%	+$445K	2.44%	5
2023 Q1	$127M	Sell	412,023 -6,643	-2%	-$2.05M	2.46%	5
2022 Q4	$129M	Buy	418,666 +582	+0.1%	+$180K	2.6%	4
2022 Q3	$112M	Buy	418,084 +13,696	+3%	+$3.66M	2.4%	5
2022 Q2	$110M	Sell	404,388 -11,250	-3%	-$3.07M	2.24%	6
2022 Q1	$147M	Buy	415,638 +69,619	+20%	+$24.6M	2.56%	5
2021 Q4	$103M	Sell	346,019 -65,951	-16%	-$19.7M	1.75%	11
2021 Q3	$112M	Sell	411,970 -13,621	-3%	-$3.72M	2.14%	7
2021 Q2	$118M	Sell	425,591 -15,732	-4%	-$4.37M	2.26%	6
2021 Q1	$113M	Sell	441,323 -2,413	-0.5%	-$616K	2.27%	8
2020 Q4	$103M	Sell	443,736 -1,167	-0.3%	-$271K	2.19%	7
2020 Q3	$94.7M	Sell	444,903 -7,219	-2%	-$1.54M	2.22%	9
2020 Q2	$80.7M	Sell	452,122 -8,974	-2%	-$1.6M	2.11%	8
2020 Q1	$84.3M	Sell	461,096 -4,367	-0.9%	-$798K	2.57%	4
2019 Q4	$105M	Sell	465,463 -1,025	-0.2%	-$232K	2.57%	4
2019 Q3	$97M	Buy	466,488 +144,972	+45%	+$30.2M	2.55%	4
2019 Q2	$68.5M	Sell	321,516 -854	-0.3%	-$182K	2.56%	4
2019 Q1	$64.8M	Sell	322,370 -8,394	-3%	-$1.69M	2.48%	4
2018 Q4	$67.5M	Buy	330,764 +7,731	+2%	+$1.58M	2.88%	4
2018 Q3	$69.2M	Sell	323,033 -374	-0.1%	-$80.1K	2.59%	6
2018 Q2	$60.4M	Sell	323,407 -4,297	-1%	-$802K	2.45%	6
2018 Q1	$65.4M	Buy	+327,704	New	+$65.4M	2.7%	5