Beaton Management Company’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 | $1.42M | Sell |
2,928
-7
| -0.2% | -$3.4K | 0.69% | 46 |
|
|
2025
Q1 | $1.56M | Sell |
2,935
-50
| -2% | -$26.6K | 0.81% | 39 |
|
|
2024
Q4 | $1.35M | Sell |
2,985
-145
| -5% | -$65.7K | 0.68% | 47 |
|
|
2024
Q3 | $1.44M | Buy |
3,130
+50
| +2% | +$23K | 0.73% | 45 |
|
|
2024
Q2 | $1.25M | Sell |
3,080
-50
| -2% | -$20.3K | 0.67% | 46 |
|
|
2024
Q1 | $1.32M | Sell |
3,130
-46
| -1% | -$19.3K | 0.72% | 43 |
|
|
2023
Q4 | $1.13M | Buy |
3,176
+30
| +1% | +$10.7K | 0.68% | 49 |
|
|
2023
Q3 | $1.1M | Hold |
3,146
| – | – | 0.72% | 46 |
|
|
2023
Q2 | $1.07M | Hold |
3,146
| – | – | 0.68% | 46 |
|
|
2023
Q1 | $971K | Buy |
3,146
+100
| +3% | +$30.9K | 0.66% | 50 |
|
|
2022
Q4 | $941K | Hold |
3,046
| – | – | 0.63% | 52 |
|
|
2022
Q3 | $813K | Buy |
3,046
+80
| +3% | +$21.4K | 0.61% | 53 |
|
|
2022
Q2 | $810K | Buy |
2,966
+120
| +4% | +$32.8K | 0.57% | 55 |
|
|
2022
Q1 | $1M | Buy |
2,846
+74
| +3% | +$26.1K | 0.62% | 49 |
|
|
2021
Q4 | $829K | Sell |
2,772
-58
| -2% | -$17.3K | 0.49% | 57 |
|
|
2021
Q3 | $772K | Sell |
2,830
-25
| -0.9% | -$6.82K | 0.51% | 58 |
|
|
2021
Q2 | $793K | Buy |
2,855
+100
| +4% | +$27.8K | 0.5% | 63 |
|
|
2021
Q1 | $704K | Buy |
2,755
+120
| +5% | +$30.7K | 0.49% | 62 |
|
|
2020
Q4 | $611K | Hold |
2,635
| – | – | 0.45% | 64 |
|
|
2020
Q3 | $561K | Sell |
2,635
-187
| -7% | -$39.8K | 0.46% | 66 |
|
|
2020
Q2 | $504K | Hold |
2,822
| – | – | 0.45% | 64 |
|
|
2020
Q1 | $516K | Buy |
2,822
+260
| +10% | +$47.5K | 0.52% | 63 |
|
|
2019
Q4 | $580K | Hold |
2,562
| – | – | 0.46% | 63 |
|
|
2019
Q3 | $533K | Buy |
2,562
+55
| +2% | +$11.4K | 0.43% | 69 |
|
|
2019
Q2 | $534K | Buy |
2,507
+100
| +4% | +$21.3K | 0.44% | 66 |
|
|
2019
Q1 | $484K | Hold |
2,407
| – | – | 0.42% | 72 |
|
|
2018
Q4 | $491K | Buy |
2,407
+50
| +2% | +$10.2K | 0.48% | 65 |
|
|
2018
Q3 | $505K | Buy |
2,357
+125
| +6% | +$26.8K | 0.42% | 68 |
|
|
2018
Q2 | $417K | Buy |
2,232
+375
| +20% | +$70.1K | 0.37% | 78 |
|
|
2018
Q1 | $370K | Hold |
1,857
| – | – | 0.34% | 82 |
|
|
2017
Q4 | $368K | Buy |
1,857
+1,030
| +125% | +$204K | 0.33% | 79 |
|
|
2017
Q3 | $2.07M | Sell |
827
-1,030
| -55% | -$2.58M | 1.95% | 14 |
|
|
2017
Q2 | $315K | Buy |
+1,857
| New | +$315K | 0.31% | 86 |
|