Birch Hill Investment Advisors’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 | $106M | Sell |
219,128
-5,753
| -3% | -$2.79M | 4.73% | 3 |
|
|
2025
Q1 | $120M | Sell |
224,881
-7,118
| -3% | -$3.79M | 5.68% | 1 |
|
|
2024
Q4 | $105M | Buy |
231,999
+1,533
| +0.7% | +$695K | 4.89% | 4 |
|
|
2024
Q3 | $106M | Sell |
230,466
-1,437
| -0.6% | -$661K | 4.98% | 3 |
|
|
2024
Q2 | $94.3M | Sell |
231,903
-1,264
| -0.5% | -$514K | 4.56% | 3 |
|
|
2024
Q1 | $98.1M | Sell |
233,167
-4,012
| -2% | -$1.69M | 4.77% | 4 |
|
|
2023
Q4 | $84.6M | Sell |
237,179
-1,045
| -0.4% | -$373K | 4.5% | 3 |
|
|
2023
Q3 | $83.4M | Sell |
238,224
-3,521
| -1% | -$1.23M | 4.98% | 2 |
|
|
2023
Q2 | $82.4M | Sell |
241,745
-3,906
| -2% | -$1.33M | 4.73% | 2 |
|
|
2023
Q1 | $75.8M | Sell |
245,651
-11,366
| -4% | -$3.51M | 4.71% | 2 |
|
|
2022
Q4 | $79.4M | Buy |
257,017
+2,224
| +0.9% | +$687K | 5.06% | 1 |
|
|
2022
Q3 | $68M | Sell |
254,793
-9,540
| -4% | -$2.55M | 4.6% | 3 |
|
|
2022
Q2 | $72.2M | Sell |
264,333
-5,066
| -2% | -$1.38M | 4.51% | 3 |
|
|
2022
Q1 | $95.1M | Sell |
269,399
-14,881
| -5% | -$5.25M | 5.08% | 2 |
|
|
2021
Q4 | $85M | Sell |
284,280
-2,509
| -0.9% | -$750K | 4.21% | 5 |
|
|
2021
Q3 | $78.3M | Sell |
286,789
-576
| -0.2% | -$157K | 4.21% | 5 |
|
|
2021
Q2 | $79.9M | Sell |
287,365
-90
| -0% | -$25K | 4.29% | 3 |
|
|
2021
Q1 | $73.4M | Buy |
287,455
+2,264
| +0.8% | +$578K | 4.18% | 4 |
|
|
2020
Q4 | $66.1M | Buy |
285,191
+805
| +0.3% | +$187K | 3.95% | 6 |
|
|
2020
Q3 | $60.6M | Sell |
284,386
-2,749
| -1% | -$585K | 4.03% | 8 |
|
|
2020
Q2 | $51.3M | Buy |
287,135
+3,716
| +1% | +$663K | 3.76% | 8 |
|
|
2020
Q1 | $51.8M | Buy |
283,419
+8,365
| +3% | +$1.53M | 4.54% | 5 |
|
|
2019
Q4 | $62.3M | Buy |
275,054
+24,301
| +10% | +$5.5M | 4.12% | 5 |
|
|
2019
Q3 | $52.2M | Buy |
250,753
+212,309
| +552% | +$44.2M | 3.76% | 6 |
|
|
2019
Q2 | $8.2M | Sell |
38,444
-850
| -2% | -$181K | 0.6% | 43 |
|
|
2019
Q1 | $7.89M | Sell |
39,294
-150
| -0.4% | -$30.1K | 0.6% | 43 |
|
|
2018
Q4 | $8.05M | Buy |
39,444
+64
| +0.2% | +$13.1K | 0.7% | 40 |
|
|
2018
Q3 | $8.43M | Buy |
39,380
+68
| +0.2% | +$14.6K | 0.62% | 40 |
|
|
2018
Q2 | $7.34M | Buy |
39,312
+50
| +0.1% | +$9.33K | 0.58% | 41 |
|
|
2018
Q1 | $7.83M | Buy |
39,262
+1,578
| +4% | +$315K | 0.65% | 40 |
|
|
2017
Q4 | $7.47M | Buy |
37,684
+685
| +2% | +$136K | 0.62% | 40 |
|
|
2017
Q3 | $6.78M | Sell |
36,999
-520
| -1% | -$95.3K | 0.59% | 42 |
|
|
2017
Q2 | $6.36M | Sell |
37,519
-200
| -0.5% | -$33.9K | 0.56% | 41 |
|
|
2017
Q1 | $6.29M | Sell |
37,719
-3,725
| -9% | -$621K | 0.54% | 41 |
|
|
2016
Q4 | $6.76M | Sell |
41,444
-361
| -0.9% | -$58.8K | 0.61% | 41 |
|
|
2016
Q3 | $6.04M | Sell |
41,805
-2,081
| -5% | -$301K | 0.56% | 43 |
|
|
2016
Q2 | $6.35M | Buy |
43,886
+2,484
| +6% | +$360K | 0.62% | 40 |
|
|
2016
Q1 | $5.87M | Sell |
41,402
-1,110
| -3% | -$157K | 0.62% | 43 |
|
|
2015
Q4 | $5.61M | Sell |
42,512
-136
| -0.3% | -$18K | 0.59% | 43 |
|
|
2015
Q3 | $5.56M | Sell |
42,648
-850
| -2% | -$111K | 0.61% | 44 |
|
|
2015
Q2 | $5.92M | Sell |
43,498
-2,105
| -5% | -$286K | 0.61% | 45 |
|
|
2015
Q1 | $6.58M | Sell |
45,603
-3,725
| -8% | -$538K | 0.67% | 41 |
|
|
2014
Q4 | $7.41M | Sell |
49,328
-4,070
| -8% | -$611K | 0.75% | 39 |
|
|
2014
Q3 | $7.38M | Sell |
53,398
-55,447
| -51% | -$7.66M | 0.77% | 38 |
|
|
2014
Q2 | $13.8M | Sell |
108,845
-47,300
| -30% | -$5.99M | 1.44% | 28 |
|
|
2014
Q1 | $19.5M | Sell |
156,145
-3,315
| -2% | -$414K | 2.1% | 18 |
|
|
2013
Q4 | $18.9M | Sell |
159,460
-9,475
| -6% | -$1.12M | 2.02% | 18 |
|
|
2013
Q3 | $19.2M | Sell |
168,935
-2,775
| -2% | -$315K | 2.27% | 15 |
|
|
2013
Q2 | $19.2M | Buy |
+171,710
| New | +$19.2M | 2.41% | 13 |
|