Braun Stacey Associates’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 | $38.3M | Buy |
78,937
+717
| +0.9% | +$348K | 1.39% | 13 |
|
|
2025
Q1 | $41.7M | Buy |
78,220
+1,895
| +2% | +$1.01M | 1.7% | 11 |
|
|
2024
Q4 | $34.6M | Sell |
76,325
-865
| -1% | -$392K | 1.29% | 19 |
|
|
2024
Q3 | $35.5M | Buy |
77,190
+2,070
| +3% | +$953K | 1.35% | 14 |
|
|
2024
Q2 | $30.6M | Buy |
75,120
+1,198
| +2% | +$487K | 1.18% | 19 |
|
|
2024
Q1 | $31.1M | Sell |
73,922
-1,074
| -1% | -$452K | 1.23% | 20 |
|
|
2023
Q4 | $26.7M | Sell |
74,996
-3,243
| -4% | -$1.16M | 1.2% | 22 |
|
|
2023
Q3 | $27.4M | Sell |
78,239
-495
| -0.6% | -$173K | 1.33% | 18 |
|
|
2023
Q2 | $26.8M | Sell |
78,734
-80,934
| -51% | -$27.6M | 1.25% | 17 |
|
|
2023
Q1 | $49.3M | Buy |
159,668
+68,238
| +75% | +$21.1M | 1.29% | 15 |
|
|
2022
Q4 | $28.2M | Buy |
91,430
+3,494
| +4% | +$1.08M | 1.61% | 3 |
|
|
2022
Q3 | $23.5M | Sell |
87,936
-174
| -0.2% | -$46.5K | 1.43% | 9 |
|
|
2022
Q2 | $24.1M | Buy |
88,110
+2,037
| +2% | +$556K | 1.37% | 10 |
|
|
2022
Q1 | $30.4M | Sell |
86,073
-552
| -0.6% | -$195K | 1.26% | 12 |
|
|
2021
Q4 | $25.9M | Buy |
86,625
+2,473
| +3% | +$739K | 0.95% | 39 |
|
|
2021
Q3 | $23M | Sell |
84,152
-1,805
| -2% | -$493K | 0.92% | 36 |
|
|
2021
Q2 | $23.9M | Sell |
85,957
-383
| -0.4% | -$106K | 0.93% | 35 |
|
|
2021
Q1 | $22.1M | Sell |
86,340
-1,623
| -2% | -$415K | 0.93% | 38 |
|
|
2020
Q4 | $20.4M | Buy |
87,963
+2,795
| +3% | +$648K | 0.92% | 43 |
|
|
2020
Q3 | $18.1M | Sell |
85,168
-1,668
| -2% | -$355K | 0.97% | 33 |
|
|
2020
Q2 | $15.5M | Sell |
86,836
-2,239
| -3% | -$400K | 0.89% | 49 |
|
|
2020
Q1 | $16.3M | Sell |
89,075
-5,538
| -6% | -$1.01M | 1.24% | 19 |
|
|
2019
Q4 | $21.4M | Sell |
94,613
-1,451
| -2% | -$329K | 1.19% | 13 |
|
|
2019
Q3 | $20M | Buy |
96,064
+3,176
| +3% | +$661K | 1.26% | 15 |
|
|
2019
Q2 | $19.8M | Sell |
92,888
-368
| -0.4% | -$78.4K | 1.27% | 15 |
|
|
2019
Q1 | $18.7M | Buy |
93,256
+432
| +0.5% | +$86.8K | 1.24% | 14 |
|
|
2018
Q4 | $19M | Sell |
92,824
-182
| -0.2% | -$37.2K | 1.5% | 8 |
|
|
2018
Q3 | $19.9M | Buy |
93,006
+1,650
| +2% | +$353K | 1.27% | 12 |
|
|
2018
Q2 | $17.1M | Sell |
91,356
-319
| -0.3% | -$59.5K | 1.16% | 23 |
|
|
2018
Q1 | $18.3M | Buy |
91,675
+832
| +0.9% | +$166K | 1.26% | 12 |
|
|
2017
Q4 | $18M | Sell |
90,843
-4,620
| -5% | -$916K | 1.21% | 23 |
|
|
2017
Q3 | $17.5M | Sell |
95,463
-10,846
| -10% | -$1.99M | 1.2% | 25 |
|
|
2017
Q2 | $18M | Sell |
106,309
-5,120
| -5% | -$867K | 1.17% | 24 |
|
|
2017
Q1 | $18.6M | Sell |
111,429
-5,250
| -4% | -$875K | 1.18% | 22 |
|
|
2016
Q4 | $19M | Sell |
116,679
-20,985
| -15% | -$3.42M | 1.25% | 13 |
|
|
2016
Q3 | $19.9M | Sell |
137,664
-6,308
| -4% | -$911K | 1.26% | 14 |
|
|
2016
Q2 | $20.8M | Buy |
143,972
+4,868
| +3% | +$705K | 1.35% | 7 |
|
|
2016
Q1 | $19.7M | Buy |
139,104
+33,043
| +31% | +$4.69M | 1.29% | 11 |
|
|
2015
Q4 | $14M | Sell |
106,061
-655
| -0.6% | -$86.5K | 0.88% | 67 |
|
|
2015
Q3 | $13.9M | Sell |
106,716
-7,805
| -7% | -$1.02M | 0.93% | 57 |
|
|
2015
Q2 | $15.6M | Buy |
114,521
+2,813
| +3% | +$383K | 0.66% | 75 |
|
|
2015
Q1 | $16.1M | Sell |
111,708
-470
| -0.4% | -$67.8K | 0.94% | 56 |
|
|
2014
Q4 | $16.8M | Buy |
112,178
+75
| +0.1% | +$11.3K | 1.03% | 45 |
|
|
2014
Q3 | $15.5M | Buy |
112,103
+29,868
| +36% | +$4.13M | 0.95% | 55 |
|
|
2014
Q2 | $10.4M | Buy |
82,235
+2,385
| +3% | +$302K | 0.62% | 86 |
|
|
2014
Q1 | $9.98M | Buy |
79,850
+4,585
| +6% | +$573K | 0.58% | 87 |
|
|
2013
Q4 | $8.92M | Buy |
75,265
+2,870
| +4% | +$340K | 0.51% | 91 |
|
|
2013
Q3 | $8.22M | Buy |
72,395
+16,920
| +31% | +$1.92M | 0.51% | 92 |
|
|
2013
Q2 | $6.21M | Buy |
+55,475
| New | +$6.21M | 0.39% | 95 |
|