Beese Fulmer 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 | $28.6M | Buy |
58,823
+1,244
| +2% | +$604K | 2.13% | 7 |
|
|
2025
Q1 | $30.7M | Sell |
57,579
-588
| -1% | -$313K | 2.64% | 5 |
|
|
2024
Q4 | $26.4M | Buy |
58,167
+224
| +0.4% | +$102K | 2.25% | 8 |
|
|
2024
Q3 | $26.7M | Buy |
57,943
+435
| +0.8% | +$200K | 2.29% | 7 |
|
|
2024
Q2 | $23.4M | Buy |
57,508
+342
| +0.6% | +$139K | 2.13% | 9 |
|
|
2024
Q1 | $24M | Sell |
57,166
-1
| -0% | -$421 | 2.26% | 5 |
|
|
2023
Q4 | $20.4M | Buy |
57,167
+194
| +0.3% | +$69.2K | 2.11% | 6 |
|
|
2023
Q3 | $20M | Sell |
56,973
-727
| -1% | -$255K | 2.25% | 5 |
|
|
2023
Q2 | $19.7M | Sell |
57,700
-129
| -0.2% | -$44K | 2.13% | 6 |
|
|
2023
Q1 | $17.9M | Buy |
57,829
+3,394
| +6% | +$1.05M | 2.04% | 7 |
|
|
2022
Q4 | $16.8M | Buy |
54,435
+298
| +0.6% | +$92.1K | 2.02% | 8 |
|
|
2022
Q3 | $14.5M | Buy |
54,137
+94
| +0.2% | +$25.1K | 1.94% | 7 |
|
|
2022
Q2 | $14.8M | Sell |
54,043
-168
| -0.3% | -$45.9K | 1.89% | 7 |
|
|
2022
Q1 | $19.1M | Buy |
54,211
+35
| +0.1% | +$12.4K | 2.07% | 7 |
|
|
2021
Q4 | $16.2M | Sell |
54,176
-742
| -1% | -$222K | 1.69% | 12 |
|
|
2021
Q3 | $15M | Sell |
54,918
-599
| -1% | -$163K | 1.69% | 14 |
|
|
2021
Q2 | $15.4M | Sell |
55,517
-823
| -1% | -$229K | 1.75% | 13 |
|
|
2021
Q1 | $14.4M | Sell |
56,340
-1,183
| -2% | -$302K | 1.73% | 13 |
|
|
2020
Q4 | $13.3M | Sell |
57,523
-2,344
| -4% | -$544K | 1.7% | 13 |
|
|
2020
Q3 | $12.7M | Sell |
59,867
-614
| -1% | -$131K | 1.81% | 12 |
|
|
2020
Q2 | $10.8M | Sell |
60,481
-1,072
| -2% | -$191K | 1.59% | 14 |
|
|
2020
Q1 | $11.3M | Buy |
61,553
+40
| +0.1% | +$7.31K | 2% | 9 |
|
|
2019
Q4 | $13.9M | Buy |
61,513
+1,830
| +3% | +$415K | 1.95% | 7 |
|
|
2019
Q3 | $12.4M | Buy |
59,683
+21,166
| +55% | +$4.4M | 1.86% | 11 |
|
|
2019
Q2 | $8.21M | Sell |
38,517
-690
| -2% | -$147K | 1.56% | 18 |
|
|
2019
Q1 | $7.88M | Sell |
39,207
-1
| -0% | -$201 | 1.55% | 18 |
|
|
2018
Q4 | $8.01M | Buy |
39,208
+1,133
| +3% | +$231K | 1.8% | 12 |
|
|
2018
Q3 | $8.15M | Sell |
38,075
-128
| -0.3% | -$27.4K | 1.6% | 14 |
|
|
2018
Q2 | $7.13M | Buy |
38,203
+35
| +0.1% | +$6.53K | 1.5% | 16 |
|
|
2018
Q1 | $7.61M | Buy |
38,168
+260
| +0.7% | +$51.9K | 1.67% | 13 |
|
|
2017
Q4 | $7.51M | Buy |
37,908
+825
| +2% | +$164K | 1.61% | 15 |
|
|
2017
Q3 | $6.8M | Buy |
37,083
+167
| +0.5% | +$30.6K | 1.55% | 15 |
|
|
2017
Q2 | $6.25M | Buy |
36,916
+586
| +2% | +$99.2K | 1.49% | 20 |
|
|
2017
Q1 | $6.06M | Buy |
36,330
+641
| +2% | +$107K | 1.47% | 20 |
|
|
2016
Q4 | $5.82M | Sell |
35,689
-1,187
| -3% | -$193K | 1.5% | 19 |
|
|
2016
Q3 | $5.33M | Buy |
36,876
+407
| +1% | +$58.8K | 1.44% | 21 |
|
|
2016
Q2 | $5.28M | Buy |
36,469
+1,589
| +5% | +$230K | 1.5% | 21 |
|
|
2016
Q1 | $4.92M | Buy |
34,880
+985
| +3% | +$139K | 1.43% | 23 |
|
|
2015
Q4 | $4.48M | Buy |
33,895
+1,367
| +4% | +$180K | 1.38% | 23 |
|
|
2015
Q3 | $4.24M | Buy |
32,528
+1,896
| +6% | +$247K | 1.39% | 23 |
|
|
2015
Q2 | $4.17M | Buy |
30,632
+34
| +0.1% | +$4.63K | 1.34% | 24 |
|
|
2015
Q1 | $4.42M | Buy |
30,598
+1,282
| +4% | +$185K | 1.47% | 21 |
|
|
2014
Q4 | $4.4M | Buy |
29,316
+1,317
| +5% | +$198K | 1.38% | 24 |
|
|
2014
Q3 | $3.87M | Sell |
27,999
-95
| -0.3% | -$13.1K | 1.26% | 23 |
|
|
2014
Q2 | $3.56M | Buy |
28,094
+257
| +0.9% | +$32.5K | 1.15% | 32 |
|
|
2014
Q1 | $3.48M | Buy |
27,837
+1,300
| +5% | +$162K | 1.21% | 28 |
|
|
2013
Q4 | $3.15M | Buy |
26,537
+980
| +4% | +$116K | 1.12% | 28 |
|
|
2013
Q3 | $2.9M | Buy |
25,557
+1,000
| +4% | +$114K | 1.14% | 29 |
|
|
2013
Q2 | $2.75M | Buy |
+24,557
| New | +$2.75M | 1.18% | 30 |
|