Beese Fulmer Investment Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.83M | Hold |
8
| – | – | 0.43% | 58 |
|
|
2025
Q1 | $6.39M | Hold |
8
| – | – | 0.55% | 53 |
|
|
2024
Q4 | $5.45M | Hold |
8
| – | – | 0.46% | 56 |
|
|
2024
Q3 | $5.53M | Hold |
8
| – | – | 0.47% | 57 |
|
|
2024
Q2 | $4.9M | Hold |
8
| – | – | 0.45% | 57 |
|
|
2024
Q1 | $5.08M | Hold |
8
| – | – | 0.48% | 57 |
|
|
2023
Q4 | $4.34M | Hold |
8
| – | – | 0.45% | 58 |
|
|
2023
Q3 | $4.25M | Hold |
8
| – | – | 0.48% | 59 |
|
|
2023
Q2 | $4.14M | Hold |
8
| – | – | 0.45% | 62 |
|
|
2023
Q1 | $3.72M | Sell |
8
-2
| -20% | -$931K | 0.43% | 63 |
|
|
2022
Q4 | $4.69M | Hold |
10
| – | – | 0.56% | 56 |
|
|
2022
Q3 | $4.07M | Hold |
10
| – | – | 0.55% | 56 |
|
|
2022
Q2 | $4.09M | Hold |
10
| – | – | 0.52% | 58 |
|
|
2022
Q1 | $5.29M | Hold |
10
| – | – | 0.57% | 53 |
|
|
2021
Q4 | $4.51M | Hold |
10
| – | – | 0.47% | 61 |
|
|
2021
Q3 | $4.11M | Hold |
10
| – | – | 0.46% | 62 |
|
|
2021
Q2 | $4.19M | Hold |
10
| – | – | 0.47% | 62 |
|
|
2021
Q1 | $3.86M | Hold |
10
| – | – | 0.46% | 63 |
|
|
2020
Q4 | $3.48M | Hold |
10
| – | – | 0.44% | 66 |
|
|
2020
Q3 | $3.2M | Hold |
10
| – | – | 0.45% | 61 |
|
|
2020
Q2 | $2.67M | Sell |
10
-2
| -17% | -$535K | 0.39% | 73 |
|
|
2020
Q1 | $3.26M | Sell |
12
-1
| -8% | -$272K | 0.58% | 61 |
|
|
2019
Q4 | $4.42M | Hold |
13
| – | – | 0.62% | 56 |
|
|
2019
Q3 | $4.05M | Buy |
13
+8
| +160% | +$2.49M | 0.61% | 61 |
|
|
2019
Q2 | $1.59M | Hold |
5
| – | – | 0.3% | 79 |
|
|
2019
Q1 | $1.51M | Hold |
5
| – | – | 0.3% | 78 |
|
|
2018
Q4 | $1.53M | Hold |
5
| – | – | 0.34% | 75 |
|
|
2018
Q3 | $1.6M | Hold |
5
| – | – | 0.31% | 81 |
|
|
2018
Q2 | $1.41M | Hold |
5
| – | – | 0.3% | 82 |
|
|
2018
Q1 | $1.5M | Hold |
5
| – | – | 0.33% | 80 |
|
|
2017
Q4 | $1.49M | Hold |
5
| – | – | 0.32% | 81 |
|
|
2017
Q3 | $1.37M | Hold |
5
| – | – | 0.31% | 80 |
|
|
2017
Q2 | $1.27M | Hold |
5
| – | – | 0.3% | 80 |
|
|
2017
Q1 | $1.25M | Hold |
5
| – | – | 0.3% | 79 |
|
|
2016
Q4 | $1.22M | Hold |
5
| – | – | 0.32% | 77 |
|
|
2016
Q3 | $1.08M | Buy |
+5
| New | +$1.08M | 0.29% | 77 |
|
|
2016
Q2 | – | Sell |
-5
| Closed | -$1.06M | – | 158 |
|
|
2016
Q1 | $1.06M | Hold |
5
| – | – | 0.31% | 78 |
|
|
2015
Q4 | $989K | Hold |
5
| – | – | 0.3% | 79 |
|
|
2015
Q3 | $976K | Hold |
5
| – | – | 0.32% | 75 |
|
|
2015
Q2 | $1.02M | Hold |
5
| – | – | 0.33% | 74 |
|
|
2015
Q1 | $1.09M | Hold |
5
| – | – | 0.36% | 69 |
|
|
2014
Q4 | $1.13M | Hold |
5
| – | – | 0.35% | 72 |
|
|
2014
Q3 | $1.04M | Hold |
5
| – | – | 0.34% | 76 |
|
|
2014
Q2 | $950K | Buy |
5
+1
| +25% | +$190K | 0.31% | 82 |
|
|
2014
Q1 | $749K | Hold |
4
| – | – | 0.26% | 87 |
|
|
2013
Q4 | $712K | Hold |
4
| – | – | 0.25% | 90 |
|
|
2013
Q3 | $682K | Hold |
4
| – | – | 0.27% | 87 |
|
|
2013
Q2 | $674K | Buy |
+4
| New | +$674K | 0.29% | 83 |
|