BFA
Beaumont Financial Advisors’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 | $28.5M | Sell |
58,651
-1,068
| -2% | -$519K | 2.06% | 14 |
|
|
2025
Q1 | $31.8M | Buy |
59,719
+1,890
| +3% | +$1.01M | 2.49% | 8 |
|
|
2024
Q4 | $26.2M | Buy |
57,829
+658
| +1% | +$298K | 1.97% | 13 |
|
|
2024
Q3 | $26.3M | Sell |
57,171
-792
| -1% | -$365K | 2.06% | 12 |
|
|
2024
Q2 | $23.6M | Buy |
57,963
+497
| +0.9% | +$202K | 1.89% | 14 |
|
|
2024
Q1 | $24.2M | Sell |
57,466
-144
| -0.2% | -$60.6K | 1.99% | 14 |
|
|
2023
Q4 | $20.5M | Sell |
57,610
-344
| -0.6% | -$123K | 1.87% | 17 |
|
|
2023
Q3 | $20.3M | Buy |
57,954
+2
| +0% | +$701 | 2.03% | 14 |
|
|
2023
Q2 | $19.8M | Sell |
57,952
-143
| -0.2% | -$48.8K | 1.83% | 17 |
|
|
2023
Q1 | $17.9M | Sell |
58,095
-1,202
| -2% | -$371K | 1.82% | 13 |
|
|
2022
Q4 | $18.3M | Sell |
59,297
-2,191
| -4% | -$677K | 1.84% | 14 |
|
|
2022
Q3 | $16.4M | Sell |
61,488
-251
| -0.4% | -$67K | 1.57% | 17 |
|
|
2022
Q2 | $16.9M | Sell |
61,739
-9,825
| -14% | -$2.68M | 1.51% | 16 |
|
|
2022
Q1 | $25.3M | Sell |
71,564
-13,980
| -16% | -$4.93M | 1.92% | 9 |
|
|
2021
Q4 | $25.6M | Buy |
85,544
+721
| +0.9% | +$216K | 1.86% | 12 |
|
|
2021
Q3 | $23.2M | Buy |
84,823
+88
| +0.1% | +$24K | 1.79% | 14 |
|
|
2021
Q2 | $23.5M | Buy |
84,735
+2,515
| +3% | +$699K | 1.8% | 13 |
|
|
2021
Q1 | $21M | Buy |
82,220
+203
| +0.2% | +$51.9K | 1.78% | 17 |
|
|
2020
Q4 | $19M | Sell |
82,017
-7,083
| -8% | -$1.64M | 1.69% | 14 |
|
|
2020
Q3 | $19M | Buy |
89,100
+192
| +0.2% | +$40.9K | 1.81% | 15 |
|
|
2020
Q2 | $15.9M | Buy |
88,908
+1,112
| +1% | +$199K | 1.66% | 16 |
|
|
2020
Q1 | $16.1M | Sell |
87,796
-463
| -0.5% | -$84.7K | 2.03% | 14 |
|
|
2019
Q4 | $20M | Sell |
88,259
-1,014
| -1% | -$230K | 1.97% | 9 |
|
|
2019
Q3 | $18.6M | Buy |
89,273
+1,498
| +2% | +$312K | 1.85% | 19 |
|
|
2019
Q2 | $18.7M | Buy |
87,775
+3,868
| +5% | +$825K | 1.93% | 20 |
|
|
2019
Q1 | $16.9M | Buy |
83,907
+2,479
| +3% | +$498K | 1.81% | 19 |
|
|
2018
Q4 | $16.6M | Sell |
81,428
-1,092
| -1% | -$223K | 2.71% | 8 |
|
|
2018
Q3 | $17.7M | Buy |
82,520
+1,282
| +2% | +$274K | 1.76% | 23 |
|
|
2018
Q2 | $15.2M | Buy |
81,238
+517
| +0.6% | +$96.5K | 1.6% | 22 |
|
|
2018
Q1 | $16.1M | Buy |
80,721
+3,251
| +4% | +$649K | 1.8% | 17 |
|
|
2017
Q4 | $15.4M | Buy |
77,470
+911
| +1% | +$181K | 1.8% | 21 |
|
|
2017
Q3 | $14M | Buy |
76,559
+1,249
| +2% | +$229K | 1.75% | 20 |
|
|
2017
Q2 | $12.8M | Sell |
75,310
-575
| -0.8% | -$97.4K | 1.65% | 21 |
|
|
2017
Q1 | $12.6M | Buy |
75,885
+8,083
| +12% | +$1.35M | 1.73% | 20 |
|
|
2016
Q4 | $11.1M | Buy |
67,802
+510
| +0.8% | +$83.1K | 1.67% | 19 |
|
|
2016
Q3 | $9.72M | Buy |
67,292
+1,134
| +2% | +$164K | 1.54% | 24 |
|
|
2016
Q2 | $9.58M | Buy |
66,158
+61,434
| +1,300% | +$8.9M | 1.57% | 21 |
|
|
2016
Q1 | $682K | Sell |
4,724
-53,345
| -92% | -$7.7M | 0.11% | 87 |
|
|
2015
Q4 | $7.67M | Buy |
58,069
+23,795
| +69% | +$3.14M | 1.26% | 30 |
|
|
2015
Q3 | $4.67M | Hold |
34,274
| – | – | 0.68% | 56 |
|
|
2015
Q2 | $4.67M | Buy |
34,274
+29,550
| +626% | +$4.02M | 0.68% | 56 |
|
|
2015
Q1 | $682K | Sell |
4,724
-100
| -2% | -$14.4K | 0.02% | 107 |
|
|
2014
Q4 | $724K | Buy |
4,824
+54
| +1% | +$8.1K | 0.03% | 101 |
|
|
2014
Q3 | $659K | Hold |
4,770
| – | – | 0.04% | 110 |
|
|
2014
Q2 | $604K | Hold |
4,770
| – | – | 0.04% | 119 |
|
|
2014
Q1 | $596K | Sell |
4,770
-303
| -6% | -$37.9K | 0.05% | 96 |
|
|
2013
Q4 | $601K | Buy |
5,073
+63
| +1% | +$7.46K | 0.05% | 104 |
|
|
2013
Q3 | $569K | Hold |
5,010
| – | – | 0.05% | 101 |
|
|
2013
Q2 | $561K | Buy |
+5,010
| New | +$561K | 0.05% | 107 |
|